Integrated Wealth Management has disclosed its latest 13F-HR filing, revealing a total of $101.57 million in reported assets as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategy and positions within the financial services sector.
The report details the firm’s holdings in various prominent companies, including Apple, Amazon, and NVIDIA, showcasing a diversified investment portfolio. The filing is expected to influence investor confidence and market perceptions regarding the firm and its competitors in the asset management industry.
Background
Integrated Wealth Management is a financial services firm incorporated in Ohio. The company is categorized under the SEC's 13F filing requirements, which mandates institutional investment managers to report their holdings. The firm has been active in filing its 13F reports, with the most recent submission being on October 19, 2026, following earlier filings in August and April of the same year.
What the Filing Says
The filing indicates that Integrated Wealth Management holds a total of 99 positions, with a reported value of $101,574,266. The Chief Compliance Officer, Stephen Stanton Jackson, signed the document, confirming its accuracy. The filing provides a snapshot of the firm's investment strategy as of the end of September 2026.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the asset management industry. The reported holdings in well-known companies may enhance investor confidence in Integrated Wealth Management's ability to manage assets effectively. Furthermore, the report could prompt competitive responses from other firms within the financial services sector.
What's Next
The filing does not specify what actions will follow this report. Investors and analysts will likely await further updates from Integrated Wealth Management, particularly regarding its investment strategies and performance in the coming quarters.