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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, QQQM, and represent 23.39% of Integrity Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: AVDE, VCRB, SPTL, VPLS, PTRB, TMB, DFAR, INTU, MINO, AVMA.
Started 6 new stock positions in CAKE, CCI, SHLD, TNYA, INTU, VCRB.
Reduced shares in these 10 stocks: VEA, QUS, , VTV, MINT, GLDM, SOFI, EL, EFV, DFAE.
Sold out of its positions in Fubotv, EFV, SLV, EL, SOFI.
Integrity Wealth Solutions was a net buyer of stock by $3.6M.
Integrity Wealth Solutions has $255M in assets under management (AUM), dropping by 0.69%.
Central Index Key (CIK): 0002006918

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Positions held by Integrity Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Integrity Wealth Solutions

Integrity Wealth Solutions holds 130 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 Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.1	$16M	-7%	243k	64.08	View chart
Vanguard Index Fds Growth Etf (VUG)	5.2	$13M		30k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$13M	-2%	64k	196.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.6	$9.3M		84k	110.47	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.6	$9.0M		38k	237.62	View chart
Pgim Etf Tr Total Return Bon (PTRB)	3.5	$8.8M	+6%	213k	41.51	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.2	$8.1M	-3%	87k	92.69	View chart
Spdr Series Trust State Street Spd (SLYG)	3.0	$7.6M		78k	96.62	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.5	$6.3M	+10%	82k	77.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.4	$6.2M	-2%	182k	33.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.3	$5.9M		151k	38.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.3	$5.8M		75k	77.11	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	2.1	$5.3M		116k	45.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.0	$5.1M		46k	111.18	View chart
Spdr Series Trust State Street Spd (SPTL)	2.0	$5.1M	+14%	192k	26.30	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.9	$4.9M	+7%	209k	23.65	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.9	$4.8M	-2%	144k	33.67	View chart
Apple (AAPL)	1.8	$4.5M	+4%	18k	253.80	View chart
Spdr Series Trust State Street Spd (QUS)	1.7	$4.3M	-8%	25k	171.64	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$4.1M		28k	148.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.5	$3.8M		17k	217.25	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	1.4	$3.6M		76k	46.91	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.4	$3.6M	+31%	42k	84.84	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.3	$3.4M	-7%	34k	100.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.2M		5.4k	597.50	View chart
NVIDIA Corporation (NVDA)	1.3	$3.2M		18k	174.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$3.1M	-3%	58k	54.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$3.1M		79k	38.96	View chart
Spdr Series Trust State Street Spd (SPIP)	1.1	$2.8M	+4%	107k	26.01	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.1	$2.8M	+20%	108k	25.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.7M	+6%	8.5k	320.82	View chart
Spdr Series Trust State Street Spd (SPYG)	1.0	$2.6M	+3%	27k	97.91	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$2.4M		17k	145.79	View chart
Tesla Motors (TSLA)	0.9	$2.4M		6.5k	371.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$2.4M		7.9k	302.23	View chart
Spdr Series Trust State Street Spd (SPYM)	0.9	$2.4M		31k	76.54	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.9	$2.3M	+3%	23k	99.94	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$2.1M	+13%	80k	26.20	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.8	$2.0M	+15%	45k	45.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$1.9M		6.7k	286.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.9M		37k	49.89	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.7	$1.8M		72k	25.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.7	$1.7M		2.6k	650.31	View chart
Amazon (AMZN)	0.7	$1.7M		8.1k	208.27	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$1.6M		28k	56.58	View chart
Microsoft Corporation (MSFT)	0.6	$1.6M		4.2k	370.13	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.6	$1.5M	+13%	17k	88.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.5M		2.2k	653.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.5M		2.5k	577.17	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.3M	-2%	18k	73.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.2M		4.3k	287.56	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.2M		19k	62.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.2M	+2%	13k	88.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1000k		3.8k	261.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$929k		30k	30.68	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$923k	+2%	19k	48.32	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.4	$921k	+3%	10k	88.49	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.4	$901k	+39%	13k	67.22	View chart
Spdr Series Trust State Street Spd (SPTI)	0.3	$888k		31k	28.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$874k		2.1k	426.48	View chart
Caterpillar (CAT)	0.3	$840k		1.2k	708.63	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$794k		9.2k	86.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$776k		1.6k	479.10	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.3	$774k	NEW	10k	77.38	View chart
Meta Platforms Cl A (META)	0.3	$751k		1.3k	572.11	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$718k		1.00	718140.00	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$714k	+6%	15k	47.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$703k		3.3k	211.14	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$696k		2.2k	313.81	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$694k		11k	64.35	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$680k	+4%	6.7k	101.14	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$631k	-9%	6.7k	93.74	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$611k	+51%	6.1k	99.86	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$591k		7.5k	78.41	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$537k		21k	25.62	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$529k		6.6k	80.58	View chart
Costco Wholesale Corporation (COST)	0.2	$516k	+25%	518.00	996.53	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$499k		5.3k	94.59	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$477k	+3%	6.7k	70.91	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$440k	-4%	1.8k	240.02	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$423k		14k	30.07	View chart
Trx Gold Corporation (TRX)	0.2	$419k	-3%	279k	1.50	View chart
Thornburg Etf Tr Core Plus Bd Etf (TPLS)	0.2	$401k	+30%	16k	25.21	View chart
JPMorgan Chase & Co. (JPM)	0.2	$400k		1.4k	294.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$378k	+3%	3.3k	113.10	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$375k		2.6k	145.74	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$374k		7.7k	48.46	View chart
Palantir Technologies Cl A (PLTR)	0.1	$366k	-2%	2.5k	146.28	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$364k		5.1k	71.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$355k	-13%	1.2k	298.83	View chart
Goldman Sachs (GS)	0.1	$349k		412.00	846.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$344k	+13%	2.5k	138.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$339k		2.7k	124.33	View chart
Intuit (INTU)	0.1	$323k	NEW	746.00	432.38	View chart
Bank of America Corporation (BAC)	0.1	$316k		6.5k	48.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$312k		3.5k	88.16	View chart
MercadoLibre (MELI)	0.1	$310k	-9%	179.00	1729.02	View chart
Matthews Asia Fds China Active Etf (MCH)	0.1	$307k		12k	26.33	View chart
Wal-Mart Stores (WMT)	0.1	$305k	+11%	2.5k	124.28	View chart
Home Depot (HD)	0.1	$304k		924.00	328.77	View chart
Broadcom (AVGO)	0.1	$299k	+10%	965.00	309.55	View chart
TransDigm Group Incorporated (TDG)	0.1	$284k		245.00	1158.96	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$274k	+8%	5.8k	47.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$261k		3.2k	82.75	View chart
Uber Technologies (UBER)	0.1	$258k		3.6k	71.93	View chart
Nextera Energy (NEE)	0.1	$256k	+7%	2.8k	92.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$249k	-15%	1.3k	191.83	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$248k	-9%	3.0k	82.43	View chart
Advanced Micro Devices (AMD)	0.1	$242k		1.2k	203.43	View chart
UnitedHealth (UNH)	0.1	$234k	-9%	864.00	270.67	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$233k		938.00	248.11	View chart
Cintas Corporation (CTAS)	0.1	$231k		1.4k	169.17	View chart
Dimensional Etf Trust International (DFSI)	0.1	$230k	-3%	5.4k	42.40	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$229k		9.2k	24.80	View chart
Netflix (NFLX)	0.1	$229k		2.4k	96.15	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$229k		5.6k	41.09	View chart
Udr (UDR)	0.1	$229k		6.8k	33.78	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$223k	NEW	3.1k	70.84	View chart
Cheesecake Factory Incorporated (CAKE)	0.1	$218k	NEW	4.0k	54.75	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$216k		466.00	463.19	View chart
Ssga Active Tr State Str My2033 (MYCM)	0.1	$206k		8.3k	24.73	View chart
Ssga Active Tr State Str My2032 (MYCL)	0.1	$206k		8.3k	24.78	View chart
Ssga Active Tr State Str My2031 (MYCK)	0.1	$205k		8.2k	24.90	View chart
Ssga Active Tr State Street My (MYCI)	0.1	$205k		8.2k	24.88	View chart
Ssga Active Tr State Str My2030 (MYCJ)	0.1	$205k		8.3k	24.81	View chart
Crown Castle Intl (CCI)	0.1	$203k	NEW	2.5k	81.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$203k	+2%	1.8k	112.11	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$28k	+4%	15k	1.90	View chart
Tenaya Therapeutics (TNYA)	0.0	$28k	NEW	40k	0.69	View chart
Sui Group Holdings Com New (SUIG)	0.0	$16k		14k	1.21	View chart

Past Filings by Integrity Wealth Solutions

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

Integrity Wealth Solutions 2026 Q1 filed May 4, 2026
Integrity Wealth Solutions 2025 Q4 filed Feb. 2, 2026
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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