Integrated Capital Management, LLC

CIK: 0002040070Latest portfolio: $232.5M · Q4 2025

Holdings

57

Total Value

$232.5M

New Positions

2

Closed Positions

3

#StockSharesValue% PortfolioChangeType
1
IVVISHARES TR
51,079$35.0M15.04%-588
2
QQQMINVESCO EXCH TRADED FD TR II
113,507$28.7M12.34%+3K
3
MGVVANGUARD WORLD FD
201,098$28.4M12.21%+6K
4
GOOGLALPHABET INC
63,525$19.9M8.55%+3K
5
VOVANGUARD INDEX FDS
67,557$19.6M8.43%+2K
6
DBEFDBX ETF TR
280,020$13.5M5.79%+10K
7
EFVISHARES TR
181,203$12.9M5.56%+10K
8
IDHQINVESCO EXCH TRADED FD TR II
358,289$12.6M5.42%NEW
9
XSMOINVESCO EXCHANGE TRADED FD T
105,845$7.6M3.28%+4K
10
SOXXISHARES TR
17,104$5.2M2.21%-445
11
SPEMSPDR INDEX SHS FDS
108,447$5.1M2.18%+4K
12
IVOGVANGUARD ADMIRAL FDS INC
31,902$3.8M1.65%+855
13
VOEVANGUARD INDEX FDS
19,196$3.4M1.46%-310
14
VWOVANGUARD INTL EQUITY INDEX F
60,470$3.3M1.40%-44
15
AAPLAPPLE INC
11,445$3.1M1.34%-148
16
AVUVAMERICAN CENTY ETF TR
28,931$3.0M1.27%-362
17
SHWSHERWIN WILLIAMS CO
6,776$2.2M0.94%-280
18
MSFTMICROSOFT CORP
3,692$1.8M0.77%+5
19
VOOVANGUARD INDEX FDS
2,617$1.6M0.71%+5
20
SCHMSCHWAB STRATEGIC TR
50,951$1.5M0.66%+223
21
HYGISHARES TR
18,477$1.5M0.64%-44
22
AMZNAMAZON COM INC
5,737$1.3M0.57%-38
23
NVDANVIDIA CORPORATION
6,827$1.3M0.55%+66
24
VEAVANGUARD TAX-MANAGED FDS
16,321$1.0M0.44%+279
25
PNCPNC FINL SVCS GROUP INC
4,767$994K0.43%+44

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
EFV181K+10K
DBEF280K+10K
MGV201K+6K
SPEM108K+4K
XSMO106K+4K
GOOGL64K+3K
QQQM114K+3K
VO68K+2K
XLK3K+2K
IVOG32K+855

Decreased Positions

NameSharesChange
IVV51K-588
SOXX17K-445
AVUV29K-362
LQD2K-315
VOE19K-310
SHW7K-280
SPY620-194
IEMG4K-190
AAPL11K-148
KLMN2K-139

Sector Breakdown

Financial Services0.0% ($3.4985287082838624e+147T)
Technology0.0% ($311117.9T)
Communication Services0.0% ($19.9T)
Unknown0.0% ($767.2M)
Basic Materials0.0% ($2.2M)
Consumer Cyclical0.0% ($1.3M)
Industrials0.0% ($409K)
Healthcare0.0% ($222K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 26, 2026$232.5M57
Q3 2025Nov 13, 2025$227.1B58
Q2 2025Jul 22, 2025$208.5M60
Q1 2025May 5, 2025$181.6M58

Fund Information

CIK0002040070
Most Recent FilingJan 26, 2026
Number of Filings4

Integrated Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $232.5M across 57 holdings. The largest position is ISHARES TR (IVV), representing 15.0% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.