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Integral Investment Advisors

Latest statistics and disclosures from Integral Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VIG, QQQ, BAPR, BJUL, and represent 23.69% of Integral Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: MSFT, BRK.A, ADBE, AAPL, SLQD, META, AMZN, VOO, SPIB, VUG.
Started 6 new stock positions in DIOD, EP.PC, GRO, CRM, INTC, RXRX.
Reduced shares in these 10 stocks: FISV, SCHD, C, , BALT, , , HON, , GLW.
Sold out of its positions in C, COP, CEG, GS, KMI, MMM, WM, WMB.
Integral Investment Advisors was a net buyer of stock by $12M.
Integral Investment Advisors has $402M in assets under management (AUM), dropping by -0.36%.
Central Index Key (CIK): 0001902826

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Portfolio Holdings for Integral Investment Advisors

Integral Investment Advisors holds 174 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	9.0	$36M	+2%	61k	597.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.8	$15M		70k	215.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$15M	+3%	26k	577.18	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	3.6	$15M	+2%	296k	48.98	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	3.5	$14M		286k	49.69	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	3.5	$14M		266k	53.33	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	3.5	$14M		291k	47.99	View chart
Vanguard Index Fds Growth Etf (VUG)	3.4	$14M	+4%	31k	436.80	View chart
Apple (AAPL)	3.3	$13M	+9%	52k	253.79	View chart
Spdr Series Trust State Street Spd (SPIB)	3.3	$13M	+5%	393k	33.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$12M		47k	261.92	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	2.9	$12M	+2%	615k	19.00	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	2.9	$12M	+9%	229k	50.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.8	$11M	-4%	364k	30.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$7.6M		26k	287.56	View chart
NVIDIA Corporation (NVDA)	1.8	$7.4M	+9%	43k	174.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$6.8M		21k	320.82	View chart
Microsoft Corporation (MSFT)	1.6	$6.5M	+32%	18k	370.18	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.6	$6.3M		47k	132.90	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.5	$5.8M	+12%	115k	50.61	View chart
JPMorgan Chase & Co. (JPM)	1.2	$4.6M	+2%	16k	294.16	View chart
Amazon (AMZN)	1.1	$4.6M	+22%	22k	208.27	View chart
Eli Lilly & Co. (LLY)	1.0	$4.2M	+11%	4.6k	919.85	View chart
Meta Platforms Cl A (META)	1.0	$4.2M	+25%	7.3k	572.15	View chart
Johnson & Johnson (JNJ)	1.0	$4.0M		17k	244.44	View chart
Ishares Tr Ultra Short Dur (ICSH)	1.0	$4.0M	-3%	78k	50.62	View chart
Chevron Corporation (CVX)	0.8	$3.3M	-4%	16k	206.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$3.1M		4.8k	650.34	View chart
Costco Wholesale Corporation (COST)	0.7	$2.8M		2.9k	996.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.7M	+22%	9.6k	286.86	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$2.7M	+27%	70k	38.42	View chart
Palo Alto Networks (PANW)	0.6	$2.6M	+20%	16k	160.32	View chart
Broadcom (AVGO)	0.6	$2.5M		8.1k	309.51	View chart
Visa Com Cl A (V)	0.6	$2.4M	+16%	8.1k	302.24	View chart
Global X Fds Rate Preferred (PFFV)	0.6	$2.4M		109k	21.83	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.6	$2.3M		48k	48.08	View chart
Adobe Systems Incorporated (ADBE)	0.5	$2.2M	+124%	9.0k	243.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$2.2M	+200%	3.00	718140.00	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$2.2M		23k	94.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$2.0M		35k	56.68	View chart
McDonald's Corporation (MCD)	0.5	$1.9M		6.1k	310.77	View chart
Tesla Motors (TSLA)	0.5	$1.9M	-3%	5.0k	371.75	View chart
Honeywell International (HON)	0.4	$1.8M	-12%	7.8k	226.04	View chart
Qualcomm (QCOM)	0.4	$1.8M	+23%	14k	128.78	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.4	$1.8M	-15%	52k	33.47	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.4	$1.7M		38k	44.87	View chart
Walt Disney Company (DIS)	0.4	$1.6M	-6%	17k	96.38	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.4	$1.6M		33k	48.89	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.4	$1.6M		30k	52.49	View chart
Bank of America Corporation (BAC)	0.4	$1.6M	-10%	32k	48.75	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.4	$1.6M		33k	47.70	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.4	$1.6M		34k	46.25	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.4	$1.6M		32k	48.00	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.4	$1.5M		31k	48.85	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.4	$1.5M		67k	22.68	View chart
Procter & Gamble Company (PG)	0.4	$1.5M	-3%	11k	144.44	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.4	$1.5M	+16%	35k	43.02	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$1.5M		22k	67.59	View chart
Lowe's Companies (LOW)	0.4	$1.4M	-9%	6.0k	236.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$1.4M	-14%	48k	29.13	View chart
Eaton Corp SHS (ETN)	0.3	$1.3M		3.7k	357.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.3M		8.9k	148.09	View chart
Oracle Corporation (ORCL)	0.3	$1.3M	+46%	8.7k	147.11	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$1.2M		12k	107.62	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.2M	-9%	2.5k	491.53	View chart
Capital One Financial (COF)	0.3	$1.2M	-6%	6.7k	182.43	View chart
Deere & Company (DE)	0.3	$1.2M		2.0k	563.33	View chart
Home Depot (HD)	0.3	$1.1M	+8%	3.4k	328.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.0M	-6%	2.2k	479.20	View chart
Wal-Mart Stores (WMT)	0.3	$1.0M	-12%	8.3k	124.28	View chart
Vanguard World Health Car Etf (VHT)	0.3	$1.0M	-2%	3.7k	272.33	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$993k		6.8k	146.61	View chart
Netflix (NFLX)	0.2	$935k	+55%	9.7k	96.15	View chart
Cisco Systems (CSCO)	0.2	$919k		12k	77.59	View chart
Corning Incorporated (GLW)	0.2	$901k	-21%	6.6k	135.97	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$875k		11k	82.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$847k	+10%	1.3k	653.39	View chart
Charles Schwab Corporation (SCHW)	0.2	$832k	-4%	8.9k	93.98	View chart
Stryker Corporation (SYK)	0.2	$800k		2.4k	328.53	View chart
Pepsi (PEP)	0.2	$792k		5.1k	155.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$787k	+83%	6.8k	114.99	View chart
Blackrock (BLK)	0.2	$784k		815.00	961.37	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$782k	+90%	32k	24.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$770k	-3%	12k	64.08	View chart
Fiserv (FISV)	0.2	$761k	-50%	14k	55.80	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$758k		7.0k	108.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$758k		31k	24.75	View chart
Exxon Mobil Corporation (XOM)	0.2	$715k	-24%	4.2k	169.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$710k		5.7k	124.31	View chart
Global X Fds Us Pfd Etf (PFFD)	0.2	$681k		37k	18.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$669k		958.00	697.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$667k		23k	29.08	View chart
Gilead Sciences (GILD)	0.2	$638k		4.6k	139.37	View chart
Lam Research Corp Com New (LRCX)	0.2	$636k	-9%	3.0k	213.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$617k		3.2k	191.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$611k	+23%	3.3k	184.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$590k	-6%	6.7k	88.16	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$588k	-10%	27k	21.49	View chart
Nextera Energy (NEE)	0.1	$572k	-4%	6.2k	92.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$539k	+162%	3.7k	146.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$537k	+5%	2.2k	247.99	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$527k	+15%	4.7k	112.27	View chart
Mastercard Incorporated Cl A (MA)	0.1	$508k	+25%	1.0k	499.66	View chart
Union Pacific Corporation (UNP)	0.1	$506k	-22%	2.1k	242.62	View chart
Servicenow (NOW)	0.1	$506k	+148%	4.8k	104.55	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$497k		6.1k	81.98	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$489k	-14%	9.9k	49.41	View chart
At&t (T)	0.1	$484k		17k	28.99	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$479k		9.7k	49.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$464k	+7%	2.4k	196.20	View chart
Verizon Communications (VZ)	0.1	$451k	+4%	9.0k	50.20	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$445k		1.0k	430.29	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.1	$440k	-3%	12k	35.91	View chart
Micron Technology (MU)	0.1	$436k	-16%	1.3k	337.84	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.1	$426k	+13%	16k	26.00	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$416k		12k	35.94	View chart
Caterpillar (CAT)	0.1	$416k		587.00	708.58	View chart
Wells Fargo & Company (WFC)	0.1	$410k	-24%	5.2k	79.60	View chart
Us Bancorp Com New (USB)	0.1	$394k		7.6k	52.01	View chart
Comcast Corp Cl A (CMCSA)	0.1	$386k	-5%	13k	28.71	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$382k		3.9k	99.08	View chart
Advanced Micro Devices (AMD)	0.1	$375k	+54%	1.8k	203.43	View chart
Parker-Hannifin Corporation (PH)	0.1	$375k		419.00	895.24	View chart
L3harris Technologies (LHX)	0.1	$373k	-16%	1.1k	345.12	View chart
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)	0.1	$373k	NEW	11k	33.53	View chart
Zoetis Cl A (ZTS)	0.1	$365k	-26%	3.1k	118.21	View chart
Kimberly-Clark Corporation (KMB)	0.1	$359k		3.7k	96.47	View chart
Quanta Services (PWR)	0.1	$352k	+31%	640.00	549.19	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$346k		8.7k	39.80	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.1	$343k		7.4k	46.60	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$343k		1.1k	302.18	View chart
Vanguard World Financials Etf (VFH)	0.1	$343k		2.8k	120.81	View chart
Amgen (AMGN)	0.1	$328k	-13%	931.00	351.79	View chart
Philip Morris International (PM)	0.1	$322k		2.0k	165.34	View chart
CSX Corporation (CSX)	0.1	$320k		7.8k	41.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$317k		5.9k	54.05	View chart
Airbnb Com Cl A (ABNB)	0.1	$317k	+39%	2.5k	126.28	View chart
Abbvie (ABBV)	0.1	$316k	-41%	1.5k	217.42	View chart
Abbott Laboratories (ABT)	0.1	$301k		2.9k	102.67	View chart
Texas Instruments Incorporated (TXN)	0.1	$298k	-3%	1.5k	194.14	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$297k	-14%	4.0k	74.35	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$289k	-6%	1.8k	161.72	View chart
Twilio Cl A (TWLO)	0.1	$289k	-19%	2.3k	125.82	View chart
salesforce (CRM)	0.1	$286k	NEW	1.5k	186.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$286k		4.2k	67.53	View chart
International Business Machines (IBM)	0.1	$273k	-8%	1.1k	242.45	View chart
Diodes Incorporated (DIOD)	0.1	$273k	NEW	4.0k	68.26	View chart
Pfizer (PFE)	0.1	$273k	-4%	9.7k	28.08	View chart
Illinois Tool Works (ITW)	0.1	$269k		1.0k	260.29	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$269k		1.2k	217.21	View chart
Merck & Co (MRK)	0.1	$268k	-3%	2.2k	120.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$263k		2.7k	97.23	View chart
Spdr Series Trust State Street Spd (XBI)	0.1	$256k		2.0k	127.73	View chart
Bhp Billiton Sponsored Ads (BHP)	0.1	$253k	-16%	3.5k	72.75	View chart
Raytheon Technologies Corp (RTX)	0.1	$251k	-42%	1.3k	192.97	View chart
Intuitive Surgical Com New (ISRG)	0.1	$247k	-6%	535.00	460.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$238k		5.3k	44.62	View chart
First Solar (FSLR)	0.1	$235k	-24%	1.2k	197.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$234k		5.1k	45.97	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.1	$233k		3.4k	68.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$233k		652.00	356.56	View chart
Coca-Cola Company (KO)	0.1	$230k		3.0k	76.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$226k		4.9k	46.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$225k		3.0k	75.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$221k		5.1k	43.11	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$214k		7.9k	27.26	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$214k		6.6k	32.43	View chart
Intel Corporation (INTC)	0.1	$213k	NEW	4.8k	44.13	View chart
UnitedHealth (UNH)	0.1	$204k	-33%	754.00	270.43	View chart
Southwest Airlines (LUV)	0.1	$203k	-8%	5.4k	37.57	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$201k		561.00	359.03	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$39k	NEW	13k	3.07	View chart
Brazil Potash Corp Common Shares (GRO)	0.0	$36k	NEW	11k	3.24	View chart
Milestone Pharmaceuticals (MIST)	0.0	$12k		10k	1.19	View chart

Past Filings by Integral Investment Advisors

SEC 13F filings are viewable for Integral Investment Advisors going back to 2021

Integral Investment Advisors 2026 Q1 filed April 28, 2026
Integral Investment Advisors 2025 Q4 filed Feb. 6, 2026
Integral Investment Advisors 2025 Q3 filed Oct. 23, 2025
Integral Investment Advisors 2025 Q2 filed Aug. 1, 2025
Integral Investment Advisors 2025 Q1 filed April 15, 2025
Integral Investment Advisors 2024 Q4 filed Feb. 4, 2025
Integral Investment Advisors 2024 Q3 filed Nov. 14, 2024
Integral Investment Advisors 2024 Q2 filed July 30, 2024
Integral Investment Advisors 2024 Q1 filed May 2, 2024
Integral Investment Advisors 2023 Q4 filed Jan. 31, 2024
Integral Investment Advisors 2023 Q3 filed Oct. 5, 2023
Integral Investment Advisors 2023 Q2 filed Aug. 10, 2023
Integral Investment Advisors 2023 Q1 filed April 18, 2023
Integral Investment Advisors 2022 Q4 filed Feb. 1, 2023
Integral Investment Advisors 2022 Q3 filed Oct. 31, 2022
Integral Investment Advisors 2022 Q2 filed Aug. 1, 2022

View all past filings

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