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Integrated Wealth Concepts LLC
Paul Saganey · Investment Advisor · Multi-Strategy
Integrated Wealth Concepts LLC, doing business as Integrated Partners, is a prominent wealth management and registered investment advisory firm headquartered in Waltham, Massachusetts. Founded in 2016 by Paul Saganey, the firm traces its roots back to 1996 through its predecessor organizations and has grown to manage over $15 billion in assets. Integrated Partners specializes in supporting independent financial advisors through a comprehensive, open-architecture platform that integrates technology, investment management, and advanced planning services. A key differentiator for the firm is its CPA Alliance, which fosters collaborations between financial advisors and accounting professionals to provide holistic financial solutions. The firm focuses on high-net-worth individuals, families, and business owners, offering customized portfolio construction and family office services. Its growth has been recognized nationally, frequently appearing on lists of the fastest-growing RIAs in the United States.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.1% |
| YTD return | +10.2% |
| Sharpe ratio | 2.49 |
| Win rate | 63% |
| AUM | $1.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://integrated-partners.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 19.0% | +30.7% |
| NVDA | NVIDIA Corporation | 15.8% | +15.8% |
| MSFT | Microsoft Corporation | 10.4% | +1.9% |
| GOOGL | Alphabet Inc Class A | 8.5% | +38.2% |
| AMZN | Amazon.com Inc | 7.8% | +13.0% |
| JPM | JPMorgan Chase & Co | 4.1% | +11.5% |
| META | Meta Platforms Inc. | 3.1% | -5.7% |
| BRK-A | Berkshire Hathaway Inc | 3.1% | +2.9% |
| TSLA | Tesla Inc | 2.9% | -17.0% |
| AVGO | Broadcom Inc | 2.8% | +1.7% |
| XOM | Exxon Mobil Corp | 2.7% | -0.9% |
| LLY | Eli Lilly and Company | 2.6% | +23.7% |
| MU | Micron Technology Inc | 2.6% | +30.3% |
| V | Visa Inc. Class A | 2.4% | +7.6% |
| AMD | Advanced Micro Devices Inc | 2.4% | +20.1% |
| MGPI | MGP Ingredients Inc | 2.3% | -20.9% |
| QCOM | Qualcomm Incorporated | 2.2% | +9.3% |
| WMT | Walmart Inc. Common Stock | 1.9% | -1.1% |
| JNJ | Johnson & Johnson | 1.9% | +36.4% |
| CVX | Chevron Corp | 1.7% | -2.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | BRK-A | 3.0% → 3.1% |
| Sep 14, 2026 | SELL | TSLA | 2.9% → 2.9% |
| Sep 14, 2026 | BUY | AMD | 2.2% → 2.4% |
| Sep 14, 2026 | BUY | JPM | 4.1% → 4.1% |
| Sep 14, 2026 | BUY | NVDA | 15.7% → 15.8% |
Investment Style Analysis
Integrated Wealth Concepts LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Integrated Wealth Concepts LLC made a significant move by increasing exposure to BRK-A. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on a long-term, objective-driven approach that prioritizes personal client contact and customized solutions. Integrated Wealth Concepts employs a flexible strategy, utilizing an open-architecture platform to construct portfolios from a wide range of securities, including mutual funds, ETFs, individual stocks, and fixed income. The firm emphasizes the alignment of investment strategies with specific client life goals, such as retirement and estate planning, through its proprietary models like the Lifetime Income Model. By leveraging both internal expertise and third-party managers, the firm provides institutional-quality portfolio management while maintaining a fiduciary commitment to the client's best interests.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Integrated Wealth Concepts LLC.
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Frequently asked questions
How is the simulated portfolio for Integrated Wealth Concepts LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Integrated Wealth Concepts LLC's largest holding?
As of the latest filing, Integrated Wealth Concepts LLC's top position is Apple Inc (AAPL), representing 19.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Integrated Wealth Concepts LLC's historical performance and risk profile?
Our simulation indicates a total return of +15.1% with a win rate of 63%. Notably, the portfolio maintains a Sharpe Ratio of 2.49, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Integrated Wealth Concepts LLC primarily invest in?
Integrated Wealth Concepts LLC has a strong preference for the Semiconductors sector, which makes up 25.7% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Integrated Wealth Concepts LLC's portfolio concentrated or diversified?
Integrated Wealth Concepts LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 45.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Integrated Wealth Concepts LLC performed in 2026?
Our AI-simulated model portfolio for Integrated Wealth Concepts LLC tracks a Year-to-Date (YTD) return of +10.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Paul Saganey manage Integrated Wealth Concepts LLC directly?
Yes, Paul Saganey serves as the key portfolio manager for Integrated Wealth Concepts LLC, overseeing the investment strategy and final capital allocation decisions.