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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, QQQM, AVUV, and represent 24.35% of Integrity Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$9.6M), IVV, VTV, AVDE, VPLS, SCHD, IXUS, PTRB, MINT, TMB.
Started 14 new stock positions in NEE, QQQM, SPMO, EL, IVV, AMD, EFV, VT, GS, IXUS. AVDV, SOFI, SCHD, SUIG.
Reduced shares in these 10 stocks: IDYN, TSLA, , GLDM, DFNM, AOR, IWF, BND, QUS, SPYG.
Sold out of its positions in IDYN, SDY.
Integrity Wealth Solutions was a net buyer of stock by $24M.
Integrity Wealth Solutions has $253M in assets under management (AUM), dropping by 12.74%.
Central Index Key (CIK): 0002006918

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Portfolio Holdings for Integrity Wealth Solutions

Integrity Wealth Solutions holds 129 positions in its portfolio as reported in the December 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)	6.5	$16M		262k	62.47	View chart
Vanguard Index Fds Growth Etf (VUG)	5.7	$15M		30k	487.86	View chart
Vanguard Index Fds Value Etf (VTV)	4.9	$13M	+11%	65k	190.99	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.8	$9.6M	NEW	38k	252.92	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.4	$8.7M	+5%	85k	101.98	View chart
Pgim Etf Tr Total Return Bon (PTRB)	3.3	$8.4M	+9%	200k	42.04	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.0	$7.7M	-4%	90k	85.37	View chart
Spdr Series Trust State Street Spd (SLYG)	2.9	$7.4M	+4%	79k	94.19	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.4	$6.1M	+4%	186k	32.57	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.4	$6.0M		151k	39.59	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	2.3	$5.8M	+18%	74k	78.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.2	$5.7M	+6%	75k	75.44	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	2.0	$5.2M		116k	44.41	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.0	$5.0M	+2%	45k	111.78	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.9	$4.9M	+5%	148k	32.94	View chart
Spdr Series Trust State Street Spd (QUS)	1.9	$4.7M		27k	174.19	View chart
Apple (AAPL)	1.8	$4.7M		17k	271.87	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.8	$4.5M	+11%	195k	22.90	View chart
Spdr Series Trust State Street Spd (SPTL)	1.8	$4.5M		169k	26.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.6	$4.0M	+6%	28k	143.52	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.5	$3.7M	+18%	37k	100.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.4	$3.6M		17k	211.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.4	$3.6M		76k	46.81	View chart
NVIDIA Corporation (NVDA)	1.4	$3.5M		19k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$3.4M	+2%	5.4k	627.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$3.2M	+2%	60k	53.76	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.2	$3.0M	+5%	78k	38.11	View chart
Tesla Motors (TSLA)	1.2	$3.0M	-12%	6.6k	449.72	View chart
Spdr Series Trust State Street Spd (SPYG)	1.1	$2.8M	-2%	26k	106.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$2.7M	+6%	8.0k	335.25	View chart
Spdr Series Trust State Street Spd (SPIP)	1.0	$2.7M		102k	25.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$2.6M	+67%	32k	82.32	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$2.4M		30k	80.22	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$2.4M		7.9k	302.12	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.9	$2.4M	+2%	17k	143.33	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	0.9	$2.3M	+31%	89k	25.58	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.9	$2.3M	+17%	23k	100.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$2.1M		6.7k	313.82	View chart
Microsoft Corporation (MSFT)	0.8	$2.0M		4.2k	483.63	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$1.9M	+15%	70k	26.68	View chart
Amazon (AMZN)	0.7	$1.8M	+4%	8.0k	230.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.8M		36k	50.29	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.8M		2.6k	681.95	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.7	$1.7M	+19%	39k	45.32	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.7	$1.7M		72k	23.30	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$1.6M		28k	56.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$1.6M		2.5k	614.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.5M	NEW	2.2k	684.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.3M		4.3k	313.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$1.3M	-6%	18k	74.07	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.5	$1.3M	+54%	15k	85.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$1.1M		19k	59.54	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$1.1M	+5%	13k	88.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$989k		3.8k	257.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$966k	-9%	2.0k	473.19	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.4	$905k	+34%	10k	89.56	View chart
Spdr Series Trust State Street Spd (SPTI)	0.4	$888k		31k	28.84	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$876k		19k	46.86	View chart
Meta Platforms Cl A (META)	0.3	$856k	+35%	1.3k	659.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$824k	NEW	30k	27.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$814k		1.6k	502.55	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$767k	NEW	9.1k	84.64	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$755k		1.00	754800.00	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$716k		2.2k	322.96	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$701k	-14%	11k	65.01	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$697k		3.3k	212.09	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.3	$687k		7.4k	92.30	View chart
Caterpillar (CAT)	0.3	$679k	+90%	1.2k	572.73	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$676k	-22%	14k	48.17	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.3	$656k		6.5k	101.57	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	0.3	$635k	+17%	9.6k	66.31	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$587k	-4%	7.6k	77.53	View chart
Innovator Etfs Trust Equity Defined P (ZDEK)	0.2	$539k		21k	25.74	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$502k	+18%	6.5k	77.03	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$482k	+34%	6.5k	74.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$478k	+4%	1.9k	250.27	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$478k		5.3k	90.98	View chart
Palantir Technologies Cl A (PLTR)	0.2	$457k		2.6k	177.75	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$432k		1.4k	314.91	View chart
JPMorgan Chase & Co. (JPM)	0.2	$432k		1.3k	322.15	View chart
Spdr Series Trust State Street Spd (SPSB)	0.2	$424k	+23%	14k	30.20	View chart
MercadoLibre (MELI)	0.2	$399k	+8%	198.00	2014.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$398k	+2%	3.2k	123.26	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$380k	NEW	4.0k	93.97	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$363k		2.6k	141.04	View chart
Goldman Sachs (GS)	0.1	$362k	NEW	411.00	880.01	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$360k		7.7k	46.59	View chart
Bank of America Corporation (BAC)	0.1	$355k	+10%	6.5k	55.00	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.1	$355k	+17%	5.1k	69.81	View chart
Costco Wholesale Corporation (COST)	0.1	$355k	+6%	412.00	861.51	View chart
TransDigm Group Incorporated (TDG)	0.1	$331k		249.00	1329.85	View chart
Matthews Asia Fds China Active Etf (MCH)	0.1	$328k		12k	28.21	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$326k	+4%	2.7k	120.19	View chart
Home Depot (HD)	0.1	$317k		921.00	344.19	View chart
UnitedHealth (UNH)	0.1	$314k		950.00	330.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$311k	NEW	2.2k	141.06	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$310k		4.8k	64.42	View chart
Thornburg Etf Tr Core Plus Bd Etf (TPLS)	0.1	$310k		12k	25.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$307k		1.5k	198.61	View chart
Broadcom (AVGO)	0.1	$302k		871.00	346.28	View chart
Uber Technologies (UBER)	0.1	$293k		3.6k	81.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$285k		3.5k	81.17	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$279k		3.3k	83.61	View chart
Trx Gold Corporation (TRX)	0.1	$267k		290k	0.92	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$262k		3.1k	83.76	View chart
Cintas Corporation (CTAS)	0.1	$257k		1.4k	188.11	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.1	$255k		5.3k	47.73	View chart
Advanced Micro Devices (AMD)	0.1	$254k	NEW	1.2k	214.16	View chart
Udr (UDR)	0.1	$248k		6.8k	36.68	View chart
Wal-Mart Stores (WMT)	0.1	$246k		2.2k	111.39	View chart
Dimensional Etf Trust International (DFSI)	0.1	$242k		5.6k	42.84	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$239k	-4%	5.5k	43.43	View chart
Sofi Technologies (SOFI)	0.1	$234k	NEW	8.9k	26.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$233k		945.00	246.08	View chart
Lauder Estee Cos Cl A (EL)	0.1	$230k	NEW	2.2k	104.71	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$228k		9.2k	24.94	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$226k		469.00	480.80	View chart
Netflix (NFLX)	0.1	$223k	+900%	2.4k	93.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$210k	NEW	1.8k	119.33	View chart
Ssga Active Tr State Str My2033 (MYCM)	0.1	$206k		8.3k	24.95	View chart
Ssga Active Tr State Str My2032 (MYCL)	0.1	$206k		8.2k	24.99	View chart
Ssga Active Tr State Str My2031 (MYCK)	0.1	$205k		8.2k	25.09	View chart
Ssga Active Tr State Str My2030 (MYCJ)	0.1	$205k		8.2k	25.01	View chart
Nextera Energy (NEE)	0.1	$205k	NEW	2.6k	80.27	View chart
Ssga Active Tr State Street My (MYCI)	0.1	$205k		8.2k	25.05	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$202k	NEW	2.8k	71.41	View chart
Fubotv Class A Com Shs (FUBO)	0.0	$82k	+8%	32k	2.52	View chart
Hive Digital Technologies Lt Com New (HIVE)	0.0	$37k	+6%	14k	2.58	View chart
Sui Group Holdings Com New (SUIG)	0.0	$23k	NEW	14k	1.67	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 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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