Integrated Wealth Concepts’s Smith Douglas Homes SDHC Stock Holding History

Integrated Wealth Concepts’s Portfolio SDHC Stock Details SDHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.31K	Buy	+406	New	+$5.39K	﹤0.01%	4845

Other funds holding SDHC

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BMO

Beck Mack & Oliver New York $5.13B AUM 11.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Integrated Wealth Concepts's SDHC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Smith Douglas Homes (SDHC) in Q2 2026: 406 shares worth $6.31K. The stake represents ﹤0.01% of the portfolio and ranks #4845 among its holdings.

63 funds tracked by Wall St. Rank hold SDHC as of Q2 2026.

Integrated Wealth Concepts held 406 shares of Smith Douglas Homes worth $6.31K as of Q2 2026.
Smith Douglas Homes was a new Integrated Wealth Concepts position in Q2 2026.
Smith Douglas Homes made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4845 holding.
63 funds tracked by Wall St. Rank held Smith Douglas Homes as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.