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Portfolio (Quarterly) Guide ↗

INTEGRATED CAPITAL MANAGEMENT, INC.

· CIK 0001608826
13F Portfolio $150M AUM 60 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 37 Added 12 Reduced 2 Exited
Page 1 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFV ISHARES TR 282,299.0 $20.2M 13.40% +9K +3.4% $71.41 +8.8%
2 AVLV AMERICAN CENTY ETF TR 259,744.0 $19.7M 13.08% $75.77 +15.4%
3 PDBC INVESCO ACTVELY MNGD ETC FD 771,004.0 $10.2M 6.79% +32K +4.4% $13.25 +42.2%
4 VIG VANGUARD SPECIALIZED FUNDS 43,297.0 $9.5M 6.33% -294.0 -0.7% $219.78 +4.4%
5 SPDW SPDR INDEX SHS FDS 212,533.0 $9.4M 6.28% +10K +5.1% $44.41 +10.5%
6 SPTS SPDR SERIES TRUST 257,412.0 $7.5M 5.01% +12K +4.9% $29.28 -1.0%
7 SPTM SPDR SERIES TRUST 87,954.0 $7.3M 4.82% +3K +4.1% $82.50 +7.6%
8 EMLC VANECK ETF TRUST 272,547.0 $7.0M 4.68% +15K +5.7% $25.82 -2.9%
9 SPTI SPDR SERIES TRUST 240,469.0 $6.9M 4.61% +7K +2.9% $28.84 -2.4%
10 SPTB SPDR SERIES TRUST 219,883.0 $6.7M 4.45% NEW $30.42 -2.4%
11 DMBS DOUBLELINE ETF TRUST 122,657.0 $6.1M 4.05% +4K +3.3% $49.66 -2.8%
12 MFEM PIMCO EQUITY SER 240,956.0 $5.6M 3.70% +3K +1.3% $23.12 +18.8%
13 J P MORGAN EXCHANGE TRADED F 71,266.0 $4.5M 2.99% $63.18
14 DFSV DIMENSIONAL ETF TRUST 116,842.0 $3.8M 2.56% $32.89 +10.9%
15 SPTL SPDR SERIES TRUST 109,510.0 $2.9M 1.93% +5K +4.9% $26.47 -4.5%
16 SPIB SPDR SERIES TRUST 83,478.0 $2.8M 1.88% +2K +2.7% $33.81 -1.9%
17 IWF ISHARES TR 5,397.0 $2.6M 1.70% $473.34 -74.0%
18 TFI SPDR SERIES TRUST 43,966.0 $2.0M 1.34% +2K +3.8% $45.71 -1.4%
19 USFR WISDOMTREE TR 30,911.0 $1.6M 1.03% +3K +9.3% $50.32 +0.2%
20 VEA VANGUARD TAX-MANAGED FDS 18,863.0 $1.2M 0.78% +693.0 +3.8% $62.47 +10.4%
Page 1 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 94.1%
Technology 5.9%