<h1>Integrated Investment Consultants LLC Buys Heavily in Q2 2026: Analysis of Significant ETF Purchases</h1>

Integrated Investment Consultants, Llc significantly increased its portfolio holdings during the second quarter of 2026, favoring growth-oriented and dividend-focused exchange-traded funds while maintaining a strong allocation to Financial Services stocks.

By Insiderset.Aug 22, 2026, 11:04 AM
<h1>Integrated Investment Consultants LLC Buys Heavily in Q2 2026: Analysis of Significant ETF Purchases</h1>

As reported in regulatory filings for Q2 2026, Integrated Investment Consultants Llc, a prominent investment management firm, demonstrated substantial buying activity across its portfolio. The filing indicates that the firm increased positions in several core holdings during this quarter.

Among the most notable purchases was UWM Holdings Corporation Common CL A (UWMC), which saw its share count increase by 100% to represent approximately 2.43% of the total portfolio value as of June 30th, 2026. Similarly, Schwab US Dividend Equity ETF (SCHD) experienced a doubling in shares, now accounting for about 3.73% of the portfolio.

The firm also showed strong interest in growth-oriented exchange-traded funds. ISHares Russell 1000 Growth ETF (IWF) was increased by a full 100%, boosting its portfolio allocation to 6.36%. Other significant additions include iShares Short Duration Bond Active ETF (NEAR), which now makes up roughly 4.28% of the assets, and ISHares Russell Mid-Cap Growth ETF (IWP) at approximately 4.94%. The allocation for Vanguard Russell 1000 Growth ETF (VONG), now representing about 3.44% of the portfolio, also increased by a full percentage.

International exposure was maintained and potentially strengthened with ISHares Core MSCI EAFE ETF (IEFA), which saw its position grow by 100% to now constitute around 3.84% of the portfolio.

Interestingly, there were no significant sales reported in this quarter's filing for Integrated Investment Consultants Llc's holdings. All changes listed under the 'changed_holdings' section represent increases, with no decreases or exits reported.

The portfolio now holds 259 distinct positions as of June 30th, 2026. The top five holdings by value include UWM Holdings Corporation Common CL A, followed closely by the dividend-focused ETFs SCHD and NEAR, then IWF, and others like IWP.

Overall portfolio allocation shows a significant portion remains unallocated or is categorized as 'Unknown' (62.29%), while sectors favored include Technology at 9.98%, Financial Services at 7.68%, Healthcare at 4.81%, and Industrials at 4.5%. The investor's focus appears to remain on broad diversification across various asset classes, with a particular emphasis on growth ETFs and dividend strategies.

<h1>Integrated Investment Consultants LLC Buys Heavily in Q2 2026: Analysis of Significant ETF Purchases</h1> | InsiderSet