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Portfolio (Quarterly) Guide ↗

Integrity Wealth Solutions LLC

· CIK 0002006918
13F Portfolio $253M AUM 117 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 69 Added 17 Reduced 2 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CAT CATERPILLAR INC Industrials 1,185.0 $679K 0.27% +564.0 +90.8% $572.73 +51.2%
42 AVMA AMERICAN CENTY ETF TR 9,577.0 $635K 0.25% +1K +17.4% $66.31 +8.7%
43 AVEM AMERICAN CENTY ETF TR 6,522.0 $502K 0.20% +1K +18.5% $77.03 +20.9%
44 DFUS DIMENSIONAL ETF TRUST 6,501.0 $482K 0.19% +2K +34.2% $74.17 +8.9%
45 MTUM ISHARES TR 1,911.0 $478K 0.19% +88.0 +4.8% $250.27 +20.7%
46 SLYV SPDR SERIES TRUST 5,250.0 $478K 0.19% +30.0 +0.6% $90.98 +12.6%
47 VV VANGUARD INDEX FDS 1,373.0 $432K 0.17% +7.0 +0.5% $314.91 +8.5%
48 SPSB SPDR SERIES TRUST 14,031.0 $424K 0.17% +3K +23.4% $30.20 -0.7%
49 MELI MERCADOLIBRE INC Consumer Cyclical 198.0 $399K 0.16% +16.0 +8.8% $2014.26 -16.7%
50 IVW ISHARES TR 3,232.0 $398K 0.16% +71.0 +2.2% $123.26 +10.9%
51 BAC BANK AMERICA CORP Financial Services 6,457.0 $355K 0.14% +597.0 +10.2% $55.00 -6.4%
52 AVDS AMERICAN CENTY ETF TR 5,085.0 $355K 0.14% +765.0 +17.7% $69.81 +12.1%
53 COST COSTCO WHSL CORP NEW Consumer Defensive 412.0 $355K 0.14% +24.0 +6.2% $861.51 +21.9%
54 MCH MATTHEWS ASIA FDS 11,642.0 $328K 0.13% +199.0 +1.7% $28.21 +1.7%
55 IJR ISHARES TR 2,713.0 $326K 0.13% +124.0 +4.8% $120.19 +13.4%
56 UNH UNITEDHEALTH GROUP INC Healthcare 950.0 $314K 0.12% +5.0 +0.5% $330.20 +16.1%
57 TPLS THORNBURG ETF TR 12,177.0 $310K 0.12% +171.0 +1.4% $25.46 -1.8%
58 VGK VANGUARD INTL EQUITY INDEX F 3,340.0 $279K 0.11% +31.0 +0.9% $83.61 +6.2%
59 VCIT VANGUARD SCOTTSDALE FDS 3,129.0 $262K 0.10% +48.0 +1.6% $83.76 -1.9%
60 AOM ISHARES TR 5,341.0 $255K 0.10% +66.0 +1.2% $47.73 +3.3%
Page 3 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.2%
Technology 30.4%
Consumer Cyclical 14.7%
Communication Services 12.0%
Industrials 3.4%
Consumer Defensive 2.2%
Healthcare 0.8%
Real Estate 0.7%
Utilities 0.5%