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Integrity Wealth Partners

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

Top 5 stock holdings are JEPI, AAPL, Dimensional Etf Trust, SPYI, JEPQ, and represent 32.46% of Integrity Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FTHI, JEPQ, SPYI, JEPI, IWF, PDO, RDVY, SPCX, DBA, VO.
Started 6 new stock positions in SPCX, WRAP, DBA, GEV, QQQ, RDVY.
Reduced shares in these 10 stocks: TLT, INTC, UBER, Dimensional Etf Trust, VTI, QUAL, SCHG, URTH, SPDW, Cbre Clarion Global Real Estat re.
Sold out of its positions in Cbre Clarion Global Real Estat re, UBER.
Integrity Wealth Partners was a net buyer of stock by $6.2M.
Integrity Wealth Partners has $129M in assets under management (AUM), dropping by 16.17%.
Central Index Key (CIK): 0002121884

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Portfolio Holdings for Integrity Wealth Partners

Integrity Wealth Partners holds 103 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
J P Morgan Exchange Traded F Equity Premium (JEPI)	7.8	$10M	+9%	180k	56.22	View chart
Apple (AAPL)	7.3	$9.5M		28k	333.02	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	6.8	$8.8M	-3%	199k	44.45	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	5.4	$7.0M	+16%	132k	53.17	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	5.0	$6.5M	+18%	106k	61.26	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	4.6	$6.0M	+23%	254k	23.59	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	2.7	$3.5M	+25%	293k	11.86	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	2.7	$3.5M		48k	71.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$2.9M	+8%	3.8k	762.59	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.1	$2.8M	-8%	7.4k	374.26	View chart
Microsoft Corporation (MSFT)	1.8	$2.3M		4.5k	512.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.8	$2.3M	-31%	29k	77.78	View chart
Lam Research Corp Com New (LRCX)	1.6	$2.1M		6.3k	328.52	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.6	$2.0M	+17%	17k	123.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.5	$2.0M	-11%	8.9k	222.23	View chart
T Rowe Price Exchange-traded Technology Etf (TTEQ)	1.4	$1.8M	+2%	41k	44.44	View chart
Neos Etf Trust Gold Hig Inc Etf (IAUI)	1.4	$1.8M	+7%	37k	48.32	View chart
Ssga Active Tr State Street Us (XLSR)	1.4	$1.8M	+8%	27k	66.41	View chart
Zacks Trust Earngs Constant (ZECP)	1.4	$1.8M	+19%	47k	37.11	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	1.4	$1.8M	+2%	63k	27.83	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.2	$1.6M	-2%	9.8k	158.77	View chart
Intel Corporation (INTC)	1.2	$1.5M	-34%	13k	120.23	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.1	$1.4M	-8%	29k	50.23	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.1	$1.4M	-13%	38k	35.93	View chart
Advanced Micro Devices (AMD)	1.0	$1.2M	+2%	2.0k	611.76	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.9	$1.2M	-9%	24k	49.47	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.9	$1.2M	-4%	23k	51.76	View chart
Oracle Corporation (ORCL)	0.9	$1.2M		8.5k	137.30	View chart
NVIDIA Corporation (NVDA)	0.9	$1.2M	+5%	5.1k	228.37	View chart
Neos Etf Trust Bitc Hig Inc Etf (BTCI)	0.9	$1.1M	+12%	34k	33.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$1.1M	+253%	9.1k	125.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$1.1M	-8%	15k	70.61	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.8	$1.1M	-3%	11k	93.89	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$1.0M	+6%	11k	89.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$997k	-3%	7.3k	136.04	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.8	$987k		96k	10.25	View chart
Visa Com Cl A (V)	0.7	$956k		2.7k	359.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$932k	+3%	2.7k	344.07	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.7	$894k		35k	25.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$883k	+8%	9.3k	94.54	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.7	$854k	+57%	30k	28.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$852k	+6%	9.1k	93.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$787k	+16%	2.1k	380.84	View chart
Ishares Msci World Etf (URTH)	0.6	$753k	-17%	3.7k	206.21	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.6	$735k	+233%	9.4k	78.42	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.6	$719k		72k	9.95	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.6	$712k	+16%	17k	40.93	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.5	$672k		5.5k	122.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$644k	-9%	20k	32.53	View chart
Blackrock Tax Municpal Bd Tr SHS (BBN)	0.5	$604k	-5%	42k	14.40	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.5	$602k	NEW	7.7k	78.29	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.5	$582k	NEW	3.9k	150.85	View chart
Invesco Db Multi-sector Comm Agriculture Fd (DBA)	0.4	$565k	NEW	20k	28.14	View chart
Monster Beverage Corp (MNST)	0.4	$551k	+100%	13k	41.62	View chart
Cushing Nextgen Infra Incm F (NXG)	0.4	$544k	-5%	10k	54.38	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$543k		5.6k	97.45	View chart
Amazon (AMZN)	0.4	$543k	+5%	2.2k	249.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$504k	-5%	658.00	765.79	View chart
Broadcom (AVGO)	0.4	$501k	+85%	1.4k	351.14	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.4	$480k	-4%	7.6k	63.04	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.4	$470k	-3%	5.8k	80.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$469k		6.8k	69.26	View chart
Servicenow (NOW)	0.4	$463k	-9%	3.5k	134.01	View chart
Spdr Series Trust St Str P500val (SPYV)	0.4	$463k		7.6k	61.13	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.3	$446k	-18%	20k	21.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$444k	-3%	6.2k	71.95	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$443k		1.9k	231.59	View chart
Goldman Sachs (GS)	0.3	$418k	-4%	465.00	899.89	View chart
Costco Wholesale Corporation (COST)	0.3	$417k	+29%	458.00	910.34	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$401k	-7%	7.6k	52.62	View chart
Ssga Active Tr St Str Secto Etf (FISR)	0.3	$383k	+5%	16k	24.41	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$381k		2.7k	143.08	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.3	$380k		4.6k	83.03	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$376k		825.00	456.19	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.3	$357k	-9%	2.0k	174.34	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$357k		8.0k	44.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$345k		1.0k	340.71	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.3	$341k	+5%	11k	32.28	View chart
Ishares Tr Global 100 Etf (IOO)	0.3	$325k	-5%	2.3k	144.01	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$320k	-14%	3.0k	106.71	View chart
Principal Exchange Traded Prncpl Vlu Etf (PY)	0.2	$296k	-11%	5.3k	55.82	View chart
Amgen (AMGN)	0.2	$293k		694.00	421.51	View chart
Nuveen Build Amer Bd (NBB)	0.2	$288k		20k	14.29	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$286k	+13%	6.0k	47.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$279k	-6%	4.8k	57.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$271k	-8%	7.4k	36.45	View chart
Spdr Series Trust ST STR SP1500VT (VLU)	0.2	$264k	-21%	1.1k	239.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$248k		3.2k	78.31	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.2	$245k	-3%	5.4k	45.57	View chart
McDonald's Corporation (MCD)	0.2	$241k		1.0k	231.00	View chart
Meta Platforms Cl A (META)	0.2	$237k	-10%	327.00	725.43	View chart
Johnson & Johnson (JNJ)	0.2	$227k		858.00	264.62	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$223k	-11%	1.6k	142.21	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.2	$223k	-2%	1.1k	195.59	View chart
Guggenheim Bld Amr Bds Mng D (GBAB)	0.2	$212k	-2%	17k	12.44	View chart
Ge Vernova (GEV)	0.2	$212k	NEW	223.00	950.49	View chart
Chevron Corporation (CVX)	0.2	$210k		1.0k	204.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$208k	NEW	281.00	740.11	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$205k		8.4k	24.36	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$204k	+4%	2.6k	77.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$204k	-9%	3.4k	59.30	View chart
Blackrock Core Bd Tr Shs Ben Int (BHK)	0.1	$173k		21k	8.20	View chart
Wrap Technologies (WRAP)	0.0	$59k	NEW	41k	1.43	View chart

Past Filings by Integrity Wealth Partners

SEC 13F filings are viewable for Integrity Wealth Partners going back to 2026

Integrity Wealth Partners 2026 Q3 filed Oct. 14, 2026
Integrity Wealth Partners 2026 Q1 filed April 27, 2026

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