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Integrity Wealth Solutions

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

Top 5 stock holdings are VEA, VUG, VTV, AVUV, PTRB, and represent 25.15% of Integrity Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: VOO, VPLS, PTRB, SPDW, AVDE, Blackrock Etf Trust, TMB, MINO, AVUV, AAPL.
Started 12 new stock positions in AVEM, SLV, HIVE, MYCL, MYCJ, Blackrock Etf Trust, MYCM, CTAS, MYCK, IWS. UNH, MYCI.
Reduced shares in these 10 stocks: NVDA, , PSTG, NFLX, AMZN, MELI, AVGO, VEA, SPY, SPSM.
Sold out of its positions in OKLO, AXON, BKNG, NET, IXUS, NEE, PSTG, RIG.
Integrity Wealth Solutions was a net buyer of stock by $4.1M.
Integrity Wealth Solutions has $224M in assets under management (AUM), dropping by 9.33%.
Central Index Key (CIK): 0002006918

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Portfolio Holdings for Integrity Wealth Solutions

Integrity Wealth Solutions holds 117 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.9	$16M	-2%	260k	59.92	View chart
Vanguard Index Fds Growth Etf (VUG)	6.3	$14M		30k	479.61	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$11M	+4%	59k	186.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.6	$8.0M	+6%	80k	99.53	View chart
Pgim Etf Tr Total Return Bon (PTRB)	3.4	$7.7M	+15%	183k	42.20	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.2	$7.2M		94k	76.45	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	3.2	$7.1M		76k	94.31	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.6	$5.8M		151k	38.57	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.5	$5.6M	+2%	179k	31.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.3	$5.2M	+5%	71k	73.46	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.2	$4.9M	+43%	62k	78.63	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.2	$4.9M	+19%	114k	42.79	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.1	$4.8M		44k	108.70	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	2.1	$4.7M	-4%	28k	171.20	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	2.0	$4.5M	+3%	166k	26.95	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.0	$4.4M	+4%	141k	31.63	View chart
Apple (AAPL)	1.9	$4.4M	+12%	17k	254.63	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.9	$4.2M	+6%	175k	23.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.7	$3.7M	+6%	27k	140.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$3.7M		18k	208.71	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.6	$3.6M		77k	46.81	View chart
NVIDIA Corporation (NVDA)	1.6	$3.5M	-53%	19k	186.58	View chart
Tesla Motors (TSLA)	1.5	$3.3M	-7%	7.5k	444.72	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.2M	+267%	5.3k	612.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$3.2M		58k	54.18	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.4	$3.1M	+10%	31k	100.69	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.2	$2.8M	-2%	27k	104.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$2.7M	+7%	74k	36.35	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	1.2	$2.7M	+3%	101k	26.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.5M	+5%	7.5k	328.16	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	1.1	$2.4M	-5%	30k	78.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$2.3M		7.8k	297.63	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	1.0	$2.3M		16k	142.55	View chart
Microsoft Corporation (MSFT)	1.0	$2.2M	-2%	4.2k	518.01	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.9	$1.9M		19k	100.33	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$1.8M	-11%	36k	50.07	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	0.8	$1.7M	+72%	68k	25.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.7M	-18%	2.6k	666.23	View chart
Amazon (AMZN)	0.7	$1.7M	-24%	7.7k	219.57	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$1.6M	+29%	61k	26.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.6M	+5%	6.7k	243.55	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.7	$1.6M		71k	22.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.5M		2.5k	600.48	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.7	$1.5M		27k	55.33	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.7	$1.5M	+112%	19k	78.90	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.7	$1.5M	+65%	32k	45.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.4M	-8%	19k	74.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.1M	+5%	12k	91.42	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.1M		19k	58.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.1M		2.2k	468.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.0M	+8%	4.3k	243.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$959k	+9%	3.8k	254.26	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	0.4	$879k		30k	28.90	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.4	$865k	-6%	18k	47.98	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.4	$862k	-30%	19k	46.32	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.4	$827k	+3%	9.9k	83.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$814k	+12%	1.6k	502.64	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.4	$809k	+8%	13k	64.38	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$754k		1.00	754200.00	View chart
Blackrock Etf Trust Ishares Intl Eq	0.3	$734k	NEW	8.9k	82.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$720k		2.2k	320.08	View chart
Meta Platforms Cl A (META)	0.3	$700k	-20%	954.00	734.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$665k		3.2k	206.51	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$662k		7.4k	89.36	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$662k	+17%	7.5k	88.13	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$656k		6.4k	101.93	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$608k		7.9k	76.72	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.2	$531k	-4%	8.2k	65.07	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$529k		21k	25.26	View chart
Palantir Technologies Cl A (PLTR)	0.2	$469k	-36%	2.6k	182.42	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$468k		1.8k	256.46	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$463k		5.2k	88.65	View chart
MercadoLibre (MELI)	0.2	$425k	-55%	182.00	2336.94	View chart
JPMorgan Chase & Co. (JPM)	0.2	$423k	+3%	1.3k	315.44	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$421k		1.4k	307.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$414k	NEW	5.5k	75.11	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$382k		3.2k	120.74	View chart
Home Depot (HD)	0.2	$372k	-16%	919.00	405.23	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$365k		2.6k	140.04	View chart
Costco Wholesale Corporation (COST)	0.2	$360k	-7%	388.00	926.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$359k	NEW	2.6k	139.65	View chart
Uber Technologies (UBER)	0.2	$351k	-30%	3.6k	97.97	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$351k		4.8k	72.44	View chart
Matthews Asia Fds China Active Etf (MCH)	0.2	$347k		11k	30.28	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$345k		7.7k	44.69	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.2	$344k		11k	30.29	View chart
TransDigm Group Incorporated (TDG)	0.1	$328k		249.00	1318.02	View chart
UnitedHealth (UNH)	0.1	$326k	NEW	945.00	345.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$308k	+18%	2.6k	118.83	View chart
Thornburg Etf Tr Core Plus Bd Etf (TPLS)	0.1	$307k	+3%	12k	25.57	View chart
Bank of America Corporation (BAC)	0.1	$302k		5.9k	51.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$300k	-3%	1.5k	194.47	View chart
Caterpillar (CAT)	0.1	$296k		621.00	476.93	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$292k	+7%	4.3k	67.55	View chart
Broadcom (AVGO)	0.1	$287k	-59%	870.00	329.91	View chart
Netflix (NFLX)	0.1	$285k	-66%	238.00	1198.92	View chart
Cintas Corporation (CTAS)	0.1	$280k	NEW	1.4k	205.31	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$264k		3.3k	79.80	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$259k		3.1k	84.10	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$255k	-10%	3.5k	72.77	View chart
Udr (UDR)	0.1	$252k		6.8k	37.26	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$251k	+18%	5.3k	47.58	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$246k		5.8k	42.47	View chart
Dimensional Etf Trust International (DFSI)	0.1	$236k		5.8k	40.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$231k		953.00	241.84	View chart
Wal-Mart Stores (WMT)	0.1	$227k	-26%	2.2k	103.04	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.1	$225k	-53%	9.0k	24.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$221k		477.00	463.86	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$204k	NEW	4.8k	42.37	View chart
Ssga Active Tr Spdr Ssga My2033 (MYCM)	0.1	$204k	NEW	8.1k	25.05	View chart
Ssga Active Tr Spdr Ssga My2032 (MYCL)	0.1	$203k	NEW	8.1k	25.09	View chart
Ssga Active Tr Spdr Ssga My2031 (MYCK)	0.1	$203k	NEW	8.1k	25.17	View chart
Ssga Active Tr Spdr Ssga My2030 (MYCJ)	0.1	$202k	NEW	8.1k	25.06	View chart
Ssga Active Tr Spdr Ssga My2029 (MYCI)	0.1	$202k	NEW	8.1k	25.09	View chart
Trx Gold Corporation (TRX)	0.1	$182k		291k	0.62	View chart
Fubotv (FUBO)	0.1	$124k		30k	4.15	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$54k	NEW	13k	4.03	View chart

Past Filings by Integrity Wealth Solutions

SEC 13F filings are viewable for Integrity Wealth Solutions going back to 2023

Integrity Wealth Solutions 2025 Q3 filed Nov. 6, 2025
Integrity Wealth Solutions 2025 Q2 filed Aug. 5, 2025
Integrity Wealth Solutions 2025 Q1 filed April 22, 2025
Integrity Wealth Solutions 2024 Q4 filed Jan. 22, 2025
Integrity Wealth Solutions 2024 Q3 filed Oct. 21, 2024
Integrity Wealth Solutions 2024 Q2 filed July 26, 2024
Integrity Wealth Solutions 2024 Q1 filed April 18, 2024
Integrity Wealth Solutions 2023 Q4 filed Feb. 8, 2024

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