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Integrity Investment Advisors

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

Top 5 stock holdings are IVV, DFCF, SPMO, SPHQ, VCSH, and represent 44.39% of Integrity Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD, AVDE, VCSH, DFCF, IVV, VCIT, VTEI, SPHQ, SPMO, DFAI.
Started 8 new stock positions in VTEI, GPIQ, KEYS, GPIX, IBIT, HOOD, DFUV, IEMG.
Reduced shares in these 10 stocks: SCHX, SCHF, AVGO, NFLX, AAPL, SCHB, SCHP, , , LLY.
Sold out of its positions in COST, PDBC, USIG, JPM, JAAA, LLY, ORCL, SPYM, SCHB, SCMB. SCHP, SCHC, TSLA, VNQI.
Integrity Investment Advisors was a net buyer of stock by $8.4M.
Integrity Investment Advisors has $184M in assets under management (AUM), dropping by 1.57%.
Central Index Key (CIK): 0002066359

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Positions held by Integrity Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Integrity Investment Advisors

Integrity Investment Advisors holds 74 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
Ishares Tr Core S&p500 Etf (IVV)	24.0	$44M	+3%	68k	653.21	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.7	$11M	+15%	249k	42.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	5.2	$9.6M	+8%	85k	112.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	5.1	$9.4M	+9%	125k	75.19	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	4.4	$8.2M	+25%	103k	79.27	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.3	$8.0M	+29%	305k	26.20	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.0	$7.4M	+5%	66k	111.18	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	3.9	$7.1M	+7%	60k	118.51	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.7	$6.9M	+33%	81k	84.84	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	3.2	$6.0M	+27%	72k	82.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$5.5M	+4%	70k	78.41	View chart
Apple (AAPL)	2.8	$5.2M	-11%	20k	253.79	View chart
Broadcom (AVGO)	2.3	$4.2M	-21%	14k	309.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.2	$4.1M	-5%	6.9k	597.55	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.1	$3.9M		107k	36.76	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.1	$3.8M	+23%	98k	38.96	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$2.7M	+22%	34k	80.58	View chart
NVIDIA Corporation (NVDA)	1.2	$2.2M	+18%	13k	174.40	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	1.1	$2.0M	+43%	20k	101.14	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.0	$1.8M		16k	116.29	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$1.7M	+14%	7.7k	215.06	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.9	$1.6M		41k	38.86	View chart
Microsoft Corporation (MSFT)	0.8	$1.5M	-5%	4.0k	370.19	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.7	$1.3M	+18%	7.7k	163.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$1.1M		23k	49.89	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.6	$1.1M	+26%	22k	50.81	View chart
Lockheed Martin Corporation (LMT)	0.6	$1.0M		1.7k	604.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$1.0M	+52%	16k	64.08	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.5	$993k	-6%	16k	63.91	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.5	$971k	+179%	9.8k	99.08	View chart
Meta Platforms Cl A (META)	0.5	$916k	+22%	1.6k	572.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$882k	+9%	16k	54.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$847k	-18%	3.0k	286.91	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.5	$838k	NEW	8.4k	99.94	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$760k	+32%	575.00	1321.65	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$756k	-25%	15k	50.34	View chart
Amazon (AMZN)	0.4	$708k	-20%	3.4k	208.27	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.4	$697k		12k	56.86	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$686k	+63%	2.0k	337.88	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$648k	+7%	1.7k	383.42	View chart
Netflix (NFLX)	0.3	$619k	-55%	6.4k	96.15	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.3	$604k	NEW	12k	49.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$596k	-5%	2.1k	287.54	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$535k		6.1k	88.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$514k	-4%	791.00	650.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$496k		2.0k	248.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$469k		1.1k	436.69	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$452k	-76%	18k	24.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$433k	-6%	15k	29.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$402k		1.3k	320.82	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$389k	NEW	5.6k	69.75	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$374k	-6%	4.2k	88.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$374k	+5%	5.3k	70.18	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$356k	NEW	7.3k	48.46	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$354k		5.0k	70.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$317k		9.4k	33.86	View chart
Global Ship Lease Com Cl A (GSL)	0.2	$311k		8.4k	37.23	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$309k	-31%	972.00	318.22	View chart
Palantir Technologies Cl A (PLTR)	0.2	$286k	+54%	2.0k	146.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$270k	-84%	11k	25.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$265k	-29%	1.0k	262.03	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$259k	-17%	4.4k	59.55	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$249k	NEW	5.0k	50.04	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$248k	-50%	8.9k	27.85	View chart
Keysight Technologies (KEYS)	0.1	$245k	NEW	868.00	282.41	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$244k	-20%	17k	14.37	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$233k	NEW	6.1k	38.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$227k		394.00	577.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$223k	-44%	466.00	479.20	View chart
Applovin Corp Com Cl A (APP)	0.1	$223k		561.00	398.00	View chart
Transmedics Group (TMDX)	0.1	$221k		2.2k	99.41	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$220k		3.5k	62.45	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$204k	NEW	3.0k	69.30	View chart
Advanced Micro Devices (AMD)	0.1	$202k		994.00	203.48	View chart

Past Filings by Integrity Investment Advisors

SEC 13F filings are viewable for Integrity Investment Advisors going back to 2025

Integrity Investment Advisors 2026 Q1 filed April 30, 2026
Integrity Investment Advisors 2025 Q4 filed Feb. 13, 2026
Integrity Investment Advisors 2025 Q3 filed Nov. 13, 2025
Integrity Investment Advisors 2025 Q2 filed Aug. 13, 2025

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