# EDGAR Filing Document

**Accession Number:** 0002113155
**File Stem:** 0002085853-26-000292
**Filing Date:** 2026-3
**Character Count:** 13216
**Document Hash:** 5158d169e16b442e4900d32081612bc2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000292.hdr.sgml**: 20260303

**ACCESSION NUMBER**: 0002085853-26-000292

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260303

**DATE AS OF CHANGE**: 20260303

**EFFECTIVENESS DATE**: 20260303

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Integrated Wealth Management
- **CENTRAL INDEX KEY:** 0002113155

**ORGANIZATION NAME:**
- **EIN:** 204884836
- **STATE OF INCORPORATION:** OH
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26732
- **FILM NUMBER:** 26713189

**BUSINESS ADDRESS:**
- **STREET 1:** 1790 TOWN PARK BLVD.
- **STREET 2:** SUITE K
- **CITY:** UNIONTOWN
- **STATE:** OH
- **ZIP:** 44685
- **BUSINESS PHONE:** (330) 896-1644

**MAIL ADDRESS:**
- **STREET 1:** 1790 TOWN PARK BLVD.
- **STREET 2:** SUITE K
- **CITY:** UNIONTOWN
- **STATE:** OH
- **ZIP:** 44685

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Integrated Wealth Management<br>**Address:** 1790 TOWN PARK BLVD.<br>SUITE K<br>UNIONTOWN, OH 44685

**Form 13F File Number:** 028-26732

**CRD Number (if applicable):** 000141092

**SEC File Number (if applicable):** 801-128851

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stephen Stanton Jackson<br>**Title:** Chief Compliance Officer<br>**Phone:** 330-896-1644

**Signature, Place, and Date of Signing:**

/s/ Stephen Stanton Jackson  Uniontown, OH  03-03-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 92

**Form 13F Information Table Value Total:** $88955285

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 392349 | 1717 | SH |  | SOLE |  | 0 | 0 | 1717 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H794 |  | 1308625 | 38557 | SH |  | SOLE |  | 0 | 0 | 38557 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM EQ BUF | 00888H570 |  | 1004347 | 33805 | SH |  | SOLE |  | 0 | 0 | 33805 |
| AIM ETF PRODUCTS TRUST | U S LRGCP 6M APR | 00888H877 |  | 3152685 | 90777 | SH |  | SOLE |  | 0 | 0 | 90777 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H521 |  | 2691150 | 98253 | SH |  | SOLE |  | 0 | 0 | 98253 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H505 |  | 3624621 | 92939 | SH |  | SOLE |  | 0 | 0 | 92939 |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JUL | 00888H406 |  | 1314980 | 33614 | SH |  | SOLE |  | 0 | 0 | 33614 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | 00888H687 |  | 2994776 | 93826 | SH |  | SOLE |  | 0 | 0 | 93826 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H802 |  | 1659861 | 44849 | SH |  | SOLE |  | 0 | 0 | 44849 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H448 |  | 620090 | 24125 | SH |  | SOLE |  | 0 | 0 | 24125 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 691690 | 2210 | SH |  | SOLE |  | 0 | 0 | 2210 |
| AMAZON COM INC | COM | 023135106 |  | 760552 | 3295 | SH |  | SOLE |  | 0 | 0 | 3295 |
| APPLE INC | COM | 037833100 |  | 2063002 | 7588 | SH |  | SOLE |  | 0 | 0 | 7588 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 494572 | 984 | SH |  | SOLE |  | 0 | 0 | 984 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 2409748 | 39628 | SH |  | SOLE |  | 0 | 0 | 39628 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 799907 | 20744 | SH |  | SOLE |  | 0 | 0 | 20744 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 931793 | 27982 | SH |  | SOLE |  | 0 | 0 | 27982 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 296689 | 5622 | SH |  | SOLE |  | 0 | 0 | 5622 |
| BROADCOM INC | COM | 11135F101 |  | 496405 | 1434 | SH |  | SOLE |  | 0 | 0 | 1434 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 201886 | 833 | SH |  | SOLE |  | 0 | 0 | 833 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 338155 | 3612 | SH |  | SOLE |  | 0 | 0 | 3612 |
| ELEVATION SERIES TRUST | TRUESHARES STRCD | 210322681 |  | 689713 | 18100 | SH |  | SOLE |  | 0 | 0 | 18100 |
| ELEVATION SERIES TRUST | TRUESHARES DEC | 210322764 |  | 531187 | 13193 | SH |  | SOLE |  | 0 | 0 | 13193 |
| ELEVATION SERIES TRUST | TRUESHARES STRUC | 210322798 |  | 978296 | 23149 | SH |  | SOLE |  | 0 | 0 | 23149 |
| ELEVATION SERIES TRUST | TRUESHARES SEASO | 210322608 |  | 1244327 | 47914 | SH |  | SOLE |  | 0 | 0 | 47914 |
| ELEVATION SERIES TRUST | TRUESHARES QUART | 210322509 |  | 2344810 | 97823 | SH |  | SOLE |  | 0 | 0 | 97823 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1491054 | 12390 | SH |  | SOLE |  | 0 | 0 | 12390 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740U711 |  | 2096841 | 54126 | SH |  | SOLE |  | 0 | 0 | 54126 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 434028 | 6699 | SH |  | SOLE |  | 0 | 0 | 6699 |
| HONEYWELL INTL INC | COM | 438516106 |  | 373289 | 1913 | SH |  | SOLE |  | 0 | 0 | 1913 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N106 |  | 1038582 | 38782 | SH |  | SOLE |  | 0 | 0 | 38782 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 658337 | 19646 | SH |  | SOLE |  | 0 | 0 | 19646 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N882 |  | 519087 | 19810 | SH |  | SOLE |  | 0 | 0 | 19810 |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | 45783Y541 |  | 311139 | 10515 | SH |  | SOLE |  | 0 | 0 | 10515 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N809 |  | 518125 | 19424 | SH |  | SOLE |  | 0 | 0 | 19424 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 324512 | 1096 | SH |  | SOLE |  | 0 | 0 | 1096 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 259868 | 5234 | SH |  | SOLE |  | 0 | 0 | 5234 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1756019 | 26123 | SH |  | SOLE |  | 0 | 0 | 26123 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 332201 | 2764 | SH |  | SOLE |  | 0 | 0 | 2764 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 2169659 | 17602 | SH |  | SOLE |  | 0 | 0 | 17602 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2116588 | 10656 | SH |  | SOLE |  | 0 | 0 | 10656 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 1998651 | 9424 | SH |  | SOLE |  | 0 | 0 | 9424 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1019500 | 1488 | SH |  | SOLE |  | 0 | 0 | 1488 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 320677 | 3331 | SH |  | SOLE |  | 0 | 0 | 3331 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 293468 | 3367 | SH |  | SOLE |  | 0 | 0 | 3367 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 546902 | 3678 | SH |  | SOLE |  | 0 | 0 | 3678 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 422852 | 3712 | SH |  | SOLE |  | 0 | 0 | 3712 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 943673 | 3770 | SH |  | SOLE |  | 0 | 0 | 3770 |
| ISHARES TR | MBS ETF | 464288588 |  | 541502 | 5687 | SH |  | SOLE |  | 0 | 0 | 5687 |
| ISHARES TR | S 100 ETF | 464287101 |  | 1623931 | 4735 | SH |  | SOLE |  | 0 | 0 | 4735 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 344538 | 4825 | SH |  | SOLE |  | 0 | 0 | 4825 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 915840 | 5453 | SH |  | SOLE |  | 0 | 0 | 5453 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 |  | 267352 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 739057 | 12912 | SH |  | SOLE |  | 0 | 0 | 12912 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 317418 | 1534 | SH |  | SOLE |  | 0 | 0 | 1534 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 281777 | 874 | SH |  | SOLE |  | 0 | 0 | 874 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 315204 | 1016 | SH |  | SOLE |  | 0 | 0 | 1016 |
| MCDONALDS CORP | COM | 580135101 |  | 204051 | 668 | SH |  | SOLE |  | 0 | 0 | 668 |
| MERCK  CO INC | COM | 58933Y105 |  | 290566 | 2760 | SH |  | SOLE |  | 0 | 0 | 2760 |
| MICROSOFT CORP | COM | 594918104 |  | 1043052 | 2157 | SH |  | SOLE |  | 0 | 0 | 2157 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1619942 | 8686 | SH |  | SOLE |  | 0 | 0 | 8686 |
| PIMCO ETF TR | ULTRA SHORT GOVT | 72201R577 |  | 2091754 | 20759 | SH |  | SOLE |  | 0 | 0 | 20759 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 245705 | 1714 | SH |  | SOLE |  | 0 | 0 | 1714 |
| PROGRESSIVE CORP | COM | 743315103 |  | 470697 | 2067 | SH |  | SOLE |  | 0 | 0 | 2067 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 444041 | 1592 | SH |  | SOLE |  | 0 | 0 | 1592 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 933314 | 38823 | SH |  | SOLE |  | 0 | 0 | 38823 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 522964 | 19434 | SH |  | SOLE |  | 0 | 0 | 19434 |
| SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS CNVEX | 82889N103 |  | 205955 | 4818 | SH |  | SOLE |  | 0 | 0 | 4818 |
| SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS DWNSD | 82889N202 |  | 354904 | 9040 | SH |  | SOLE |  | 0 | 0 | 9040 |
| SIMPLIFY EXCHANGE TRADED FUN | SHORT TERM TREA | 82889N657 |  | 1302125 | 59450 | SH |  | SOLE |  | 0 | 0 | 59450 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 370946 | 936 | SH |  | SOLE |  | 0 | 0 | 936 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 203305 | 337 | SH |  | SOLE |  | 0 | 0 | 337 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 4206716 | 52440 | SH |  | SOLE |  | 0 | 0 | 52440 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A664 |  | 1927530 | 72819 | SH |  | SOLE |  | 0 | 0 | 72819 |
| STANTEC INC | COM | 85472N109 |  | 434433 | 4604 | SH |  | SOLE |  | 0 | 0 | 4604 |
| TESLA INC | COM | 88160R101 |  | 210019 | 467 | SH |  | SOLE |  | 0 | 0 | 467 |
| TJX COS INC NEW | COM | 872540109 |  | 312469 | 2034 | SH |  | SOLE |  | 0 | 0 | 2034 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 522392 | 6629 | SH |  | SOLE |  | 0 | 0 | 6629 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 271788 | 3490 | SH |  | SOLE |  | 0 | 0 | 3490 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 |  | 422946 | 6084 | SH |  | SOLE |  | 0 | 0 | 6084 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 267348 | 5533 | SH |  | SOLE |  | 0 | 0 | 5533 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 4052149 | 8306 | SH |  | SOLE |  | 0 | 0 | 8306 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 754331 | 1203 | SH |  | SOLE |  | 0 | 0 | 1203 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 570972 | 2213 | SH |  | SOLE |  | 0 | 0 | 2213 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2222596 | 11637 | SH |  | SOLE |  | 0 | 0 | 11637 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 612187 | 1826 | SH |  | SOLE |  | 0 | 0 | 1826 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 225313 | 4191 | SH |  | SOLE |  | 0 | 0 | 4191 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 208252 | 4423 | SH |  | SOLE |  | 0 | 0 | 4423 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 245892 | 3259 | SH |  | SOLE |  | 0 | 0 | 3259 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 785663 | 12577 | SH |  | SOLE |  | 0 | 0 | 12577 |
| VISA INC | COM CL A | 92826C839 |  | 235906 | 673 | SH |  | SOLE |  | 0 | 0 | 673 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 835175 | 9783 | SH |  | SOLE |  | 0 | 0 | 9783 |

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