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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, SLYG, and represent 24.53% of Integrity Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: VUG (+$13M), IWF, IBIT, DFAR, AVDE, TMB, VTI, SPY, AAPL, AMAT.
Started 9 new stock positions in NBIS, ITOT, PAVE, AMAT, VTEC, CRWD, MDY, IBIT, PANW.
Reduced shares in these 10 stocks: QQQM (-$11M), IVV, SCHD, VCRB, VTV, INTU, PTRB, MINT, AMD, .
Sold out of its positions in AMD, CTAS, CCI, SHLD, INTU, IVV, NFLX, SCHD, UNH, VCRB.
Integrity Wealth Solutions was a net buyer of stock by $3.9M.
Integrity Wealth Solutions has $271M in assets under management (AUM), dropping by 6.32%.
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 129 positions in its portfolio as reported in the June 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)	6.4	$17M		244k	71.25	View chart
Vanguard Index Fds Growth Etf (VUG)	5.7	$16M	+500%	180k	86.14	View chart
Vanguard Index Fds Value Etf (VTV)	5.0	$13M	-3%	62k	217.93	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.9	$11M		85k	124.76	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	3.5	$9.5M		80k	119.13	View chart
Pgim Etf Tr Tota Retu Bd Etf (PTRB)	3.2	$8.5M	-3%	206k	41.46	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.6	$7.1M	-2%	178k	40.21	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.6	$7.0M		88k	79.42	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	2.5	$6.7M		151k	44.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.5	$6.6M	+3%	78k	85.49	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.4	$6.4M		82k	77.58	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	2.2	$6.1M	+10%	232k	26.16	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.2	$5.9M		46k	128.08	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	2.1	$5.7M	-3%	112k	50.39	View chart
Apple (AAPL)	2.0	$5.5M	+6%	19k	289.36	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	2.0	$5.3M	+5%	152k	35.03	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	1.9	$5.1M		194k	26.23	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	1.7	$4.6M		24k	186.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$4.3M		27k	158.03	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.6	$4.3M	+14%	48k	89.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$4.3M		18k	242.99	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.4	$3.7M	-5%	72k	51.78	View chart
NVIDIA Corporation (NVDA)	1.4	$3.7M		19k	200.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$3.7M	+17%	10k	370.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.6M	-3%	5.2k	686.86	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.2	$3.3M	+3%	28k	118.99	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.2	$3.3M	+20%	130k	25.35	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$3.3M		79k	41.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$3.3M	-5%	55k	59.69	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.2	$3.2M	-7%	31k	100.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$2.9M		8.0k	365.68	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	1.0	$2.8M	+2%	110k	25.68	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.0	$2.8M	+3%	32k	87.88	View chart
Tesla Motors (TSLA)	1.0	$2.7M		6.5k	420.60	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$2.6M		17k	154.29	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.9	$2.4M	+2%	24k	100.97	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.9	$2.4M	+16%	52k	45.76	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$2.4M	+20%	3.2k	746.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$2.3M	-2%	6.5k	353.33	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.8	$2.2M	+5%	84k	26.52	View chart
Ea Series Trust Brid Omn Sma Etf (BSVO)	0.8	$2.1M		72k	29.19	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.8	$2.1M	+19%	21k	99.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$1.9M		2.5k	736.39	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.9M		37k	50.58	View chart
Amazon (AMZN)	0.7	$1.8M	-4%	7.7k	238.34	View chart
Spdr Series Trust St Str P500val (SPYV)	0.6	$1.7M		28k	60.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.7M	+8%	4.7k	357.39	View chart
Microsoft Corporation (MSFT)	0.6	$1.6M	+2%	4.3k	372.99	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.5	$1.4M	+30%	25k	57.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$1.4M	+6%	14k	96.43	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.3M		19k	69.90	View chart
Caterpillar (CAT)	0.5	$1.3M		1.2k	1064.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.2M	-5%	17k	73.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.1M		3.8k	303.15	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.4	$1.1M	+11%	15k	72.89	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.4	$1.1M	+7%	11k	97.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.0M	+298%	8.2k	124.18	View chart
Spdr Series Trust St Inter Etf (SPTI)	0.3	$888k		31k	28.39	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$881k		9.2k	95.45	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$874k	+38%	8.5k	103.05	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$874k		2.2k	394.01	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$833k	+31%	8.6k	96.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$795k		1.6k	500.28	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$767k		3.4k	227.05	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.3	$753k		11k	69.50	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$749k		1.00	748850.00	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$707k		15k	48.34	View chart
Meta Platforms Cl A (META)	0.2	$661k	-10%	1.2k	563.31	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.2	$640k	-6%	6.3k	101.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$632k		7.7k	82.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$629k		1.8k	342.80	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$602k	NEW	18k	33.29	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$583k	-18%	5.5k	106.32	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$577k		5.3k	109.11	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$571k	+3%	7.0k	81.94	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.2	$553k		21k	26.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$468k		3.4k	137.53	View chart
JPMorgan Chase & Co. (JPM)	0.2	$452k		1.4k	327.29	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.2	$428k		14k	30.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.2	$425k		7.7k	55.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$423k		2.6k	164.60	View chart
Costco Wholesale Corporation (COST)	0.2	$423k	-12%	452.00	935.41	View chart
Goldman Sachs (GS)	0.2	$417k		413.00	1010.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$409k		2.8k	148.29	View chart
Thornburg Etf Tr Core Plus Bd Etf (TPLS)	0.2	$407k		16k	25.17	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$404k	+6%	5.4k	75.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$404k		1.2k	343.98	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$390k		2.5k	156.96	View chart
Bank of America Corporation (BAC)	0.1	$371k		6.5k	56.98	View chart
Broadcom (AVGO)	0.1	$359k		951.00	377.59	View chart
Applied Materials (AMAT)	0.1	$337k	NEW	466.00	723.00	View chart
Matthews Asia Fds China Active Etf (MCH)	0.1	$336k		12k	28.86	View chart
Home Depot (HD)	0.1	$327k		926.00	352.69	View chart
TransDigm Group Incorporated (TDG)	0.1	$326k		245.00	1332.04	View chart
MercadoLibre (MELI)	0.1	$304k		179.00	1697.39	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$299k	NEW	392.00	763.14	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$296k	NEW	5.0k	58.92	View chart
Ishares Tr Core 40 Mode Etf (AOM)	0.1	$290k		5.8k	49.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$290k		1.8k	161.50	View chart
Wal-Mart Stores (WMT)	0.1	$287k	+3%	2.5k	113.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$279k		929.00	300.32	View chart
Palo Alto Networks (PANW)	0.1	$277k	NEW	812.00	341.02	View chart
Udr (UDR)	0.1	$270k		6.8k	39.92	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$264k		5.7k	46.63	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$264k		3.2k	82.65	View chart
Palantir Technologies Cl A (PLTR)	0.1	$263k	-9%	2.3k	116.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$261k	-2%	3.5k	75.51	View chart
Nebius Group Shs Class A (NBIS)	0.1	$260k	NEW	942.00	276.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$256k	-10%	1.2k	219.47	View chart
Cheesecake Factory Incorporated (CAKE)	0.1	$252k	-20%	3.2k	79.54	View chart
Dimensional Etf Trust International (DFSI)	0.1	$248k		5.5k	45.10	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$244k		467.00	522.85	View chart
Nextera Energy (NEE)	0.1	$242k		2.8k	87.76	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$241k	-9%	2.7k	88.53	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$238k		9.3k	25.44	View chart
Trx Gold Corporation (TRX)	0.1	$230k		279k	0.82	View chart
Uber Technologies (UBER)	0.1	$230k	-10%	3.2k	72.16	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.1	$223k	NEW	2.2k	100.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$213k	-98%	703.00	302.79	View chart
Ssga Active Tr State Str My2033 (MYCM)	0.1	$208k		8.4k	24.67	View chart
Ssga Active Tr State Str My2032 (MYCL)	0.1	$207k		8.4k	24.68	View chart
Ssga Active Tr State Str My2031 (MYCK)	0.1	$207k		8.3k	24.80	View chart
Ssga Active Tr State Street My (MYCI)	0.1	$206k		8.3k	24.77	View chart
Ssga Active Tr State Str My2030 (MYCJ)	0.1	$206k		8.3k	24.70	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$205k	NEW	291.00	704.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$203k	NEW	1.2k	164.33	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$45k	-17%	12k	3.64	View chart
Tenaya Therapeutics (TNYA)	0.0	$23k	-20%	31k	0.74	View chart
Sui Group Holdings Com New (SUIG)	0.0	$13k	-20%	11k	1.16	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 Q2 filed July 30, 2026
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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