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Stephen Stanton Jackson

Integrated Wealth Management

Assets Managed
$87.2M
Holdings
95
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-1.97%(2Q avg: -0.98%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrated Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 95 positions.

Assets under management

The assets under management (AUM) of Integrated Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 87.2M in assets, with a quarterly growth rate of -1.97% and a 2-quarter average growth rate of -0.98%. The portfolio is managed by Stephen Stanton Jackson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 35.02%
6.22%
$5.419M
70,802 shares@ $76.54 avg price
OCTW
Allianzim Us Lc Buffer20 Oct
Recent Activity
Increased 5.51%
4.33%
$3.772M
98,059 shares@ $38.48 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -2.03%
4.08%
$3.554M
8,137 shares@ $436.78 avg price
SEPW
Allianzim Us Lc Buffer20 Sep
Recent Activity
Increased 6.51%
3.63%
$3.157M
99,931 shares@ $31.59 avg price
SIXO
Allianzim Us 6m Bf10 Apr-oct
Recent Activity
Decreased -1.33%
3.47%
$3.025M
89,561 shares@ $33.79 avg price
DECU
Allianzim Us Bf15 Uncap Dec
Recent Activity
Increased 9.16%
3.27%
$2.851M
107,245 shares@ $26.58 avg price
GSEP
Ft Vest Us Equity Moderate B
Recent Activity
Increased 16.1%
2.75%
$2.395M
62,840 shares@ $38.11 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.64%
2.61%
$2.268M
11,562 shares@ $196.2 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -6.77%
2.47%
$2.149M
36,944 shares@ $58.19 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -0.66%
2.4%
$2.088M
12,308 shares@ $169.67 avg price

1-10 of 95