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Integrity Wealth Advisors

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

Top 5 stock holdings are RDVY, DINT, GOOG, BRK.B, JPST, and represent 37.69% of Integrity Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: ICLO (+$7.4M), JPST, SPTL, QQQM, SPYM, GTO, JMEE, BRK.B, BA, IEFA.
Started 14 new stock positions in ICLO, CRWD, DVN, JMST, ZROZ, AVGO, SPCX, STX, VLO, XRAY. LVO, ETHW, SPLV, SILJ.
Reduced shares in these 10 stocks: FPE (-$5.6M), JAAA (-$5.6M), SPTI, MU, CIBR, IBM, INTC, BP, CPZ, CTRA.
Sold out of its positions in BP, CTRA, NFLT, HD, INTC, GOVT, SHYG, JAAA, SPYI, IREN.
Integrity Wealth Advisors was a net buyer of stock by $17M.
Integrity Wealth Advisors has $194M in assets under management (AUM), dropping by 15.35%.
Central Index Key (CIK): 0001951908

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Portfolio Holdings for Integrity Wealth Advisors

Integrity Wealth Advisors holds 74 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange Traded Risng Divd Achiv (RDVY)	12.4	$24M		306k	78.29	View chart
Davis Fundamental Etf Tr Selct Intl Etf (DINT)	8.9	$17M		618k	27.97	View chart
Alphabet Cap Stk Cl C (GOOG)	5.7	$11M	+4%	32k	340.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	5.4	$10M	+20%	21k	497.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.3	$10M	+75%	205k	50.37	View chart
Invesco Actively Managed Exc Total Return (GTO)	5.3	$10M	+25%	231k	44.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.7	$9.1M	+61%	30k	304.65	View chart
Genasys (GNSS)	4.7	$9.1M	-3%	6.2M	1.45	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	3.8	$7.4M	NEW	288k	25.59	View chart
Spdr Series Trust St Str P500etf (SPYM)	3.6	$7.0M	+69%	78k	89.76	View chart
Boeing Company (BA)	3.3	$6.3M	+30%	34k	186.05	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	3.2	$6.3M	-47%	367k	17.05	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	2.7	$5.2M	+28%	40k	128.68	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	2.6	$5.1M	+281%	214k	23.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.5	$4.9M	+39%	51k	96.88	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	2.1	$4.1M	+84%	55k	73.58	View chart
Apple (AAPL)	2.0	$3.9M	-5%	12k	333.03	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.4	$2.8M	-33%	27k	103.09	View chart
Energy Fuels Com New (UUUU)	1.2	$2.4M	+69%	213k	11.03	View chart
Spdr Series Trust St Inter Etf (SPTI)	1.2	$2.3M	-46%	85k	27.28	View chart
Ishares Tr Faln Angls Usd (FALN)	1.1	$2.0M	-11%	78k	25.93	View chart
Davis Fundamental Etf Tr Select Wrld Wi (DWLD)	0.9	$1.8M	-10%	41k	44.64	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$1.7M	-8%	2.8k	609.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.5M		21k	71.95	View chart
Amgen (AMGN)	0.8	$1.5M	+14%	3.6k	421.51	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$1.5M	+32%	18k	81.16	View chart
NVIDIA Corporation (NVDA)	0.7	$1.4M	-12%	6.0k	228.39	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$1.3M	+27%	26k	50.39	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.7	$1.3M	+390%	28k	47.58	View chart
Microsoft Corporation (MSFT)	0.7	$1.3M	-11%	2.5k	512.97	View chart
Tesla Motors (TSLA)	0.6	$1.2M	+41%	3.3k	354.91	View chart
Amazon (AMZN)	0.6	$1.2M	-3%	4.7k	249.15	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.6	$1.1M		45k	25.39	View chart
Beam Global (BEEM)	0.5	$998k	-20%	883k	1.13	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.5	$986k	NEW	14k	70.51	View chart
International Business Machines (IBM)	0.5	$955k	-53%	4.3k	219.93	View chart
Micron Technology (MU)	0.4	$854k	-69%	802.00	1065.11	View chart
Chevron Corporation (CVX)	0.4	$697k		3.4k	204.21	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$626k	-35%	26k	23.70	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$559k	NEW	3.7k	150.87	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$515k	-13%	27k	19.30	View chart
First Tr Exchange-traded Nat Gas Etf (FCG)	0.3	$506k	-5%	18k	28.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$500k	-29%	8.2k	61.26	View chart
Broadcom (AVGO)	0.2	$474k	NEW	1.4k	351.21	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$452k	NEW	8.9k	50.56	View chart
Devon Energy Corporation (DVN)	0.2	$446k	NEW	9.7k	46.04	View chart
Meta Platforms Cl A (META)	0.2	$416k	-31%	574.00	725.20	View chart
Bank of America Corporation (BAC)	0.2	$394k	-7%	7.2k	54.43	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.2	$391k	+2%	17k	23.32	View chart
Invesco Actively Managed Exc S&p 500 Equa Etf (RSPA)	0.2	$384k	+21%	7.4k	51.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$379k		1.1k	344.08	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.2	$374k	NEW	20k	19.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$351k	NEW	1.3k	264.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$341k	-25%	895.00	380.84	View chart
Calamos Lng/shrt Eq & Dyn (CPZ)	0.2	$336k	-53%	27k	12.56	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$325k	-43%	6.7k	48.46	View chart
Edison International (EIX)	0.2	$322k		6.0k	53.73	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$292k	+10%	2.7k	107.54	View chart
Amplify Etf Tr Jr Silv Mine Etf (SILJ)	0.1	$250k	NEW	9.2k	27.28	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$248k	-45%	3.1k	81.27	View chart
Wells Fargo & Company (WFC)	0.1	$247k	-26%	3.1k	80.05	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$237k	NEW	257.00	922.34	View chart
Columbia Etf Tr I Multi Sec Muni (MUST)	0.1	$233k	+4%	12k	19.12	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$231k	NEW	4.3k	53.93	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$221k	+4%	4.1k	54.51	View chart
Fuel Tech (FTEK)	0.1	$219k	+17%	135k	1.62	View chart
Valero Energy Corporation (VLO)	0.1	$202k	NEW	520.00	387.61	View chart
Biosig Technologies (STEX)	0.1	$191k	+156%	297k	0.64	View chart
Aeluma (ALMU)	0.1	$181k	-16%	15k	12.36	View chart
Denison Mines Corp (DNN)	0.1	$155k	+106%	60k	2.59	View chart
Sql Technologies Corporation (SKYX)	0.1	$108k	+44%	94k	1.15	View chart
India Fund (IFN)	0.1	$108k		10k	10.64	View chart
Dentsply Sirona (XRAY)	0.1	$101k	NEW	11k	8.86	View chart
Liveone Com New (LVO)	0.0	$47k	NEW	18k	2.59	View chart

Past Filings by Integrity Wealth Advisors

SEC 13F filings are viewable for Integrity Wealth Advisors going back to 2024

Integrity Wealth Advisors 2026 Q3 filed Oct. 29, 2026
Integrity Wealth Advisors 2026 Q1 filed May 14, 2026
Integrity Wealth Advisors 2025 Q4 filed Feb. 17, 2026
Integrity Wealth Advisors 2025 Q3 filed Nov. 14, 2025
Integrity Wealth Advisors 2025 Q2 filed Aug. 14, 2025
Integrity Wealth Advisors 2025 Q1 filed June 2, 2025
Integrity Wealth Advisors 2024 Q4 filed Feb. 13, 2025

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