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Portfolio (Quarterly) Guide ↗

Integrity Wealth Solutions LLC

· CIK 0002006918
13F Portfolio $271M AUM 129 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 11 New 66 Added 36 Reduced 11 Exited
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCZ ISHARES TR 7,684.0 $632K 0.23% +118.0 +1.6% $82.27 +6.4%
42 SLYV SPDR SERIES TRUST 5,290.0 $577K 0.21% +40.0 +0.8% $109.11 +0.6%
43 DFUS DIMENSIONAL ETF TRUST 6,966.0 $571K 0.21% +465.0 +7.2% $81.94 +2.6%
44 IVW ISHARES TR 3,404.0 $468K 0.17% +172.0 +5.3% $137.53 +2.2%
45 JPM JPMORGAN CHASE & CO Financial Services 1,382.0 $452K 0.17% +41.0 +3.1% $327.29 +9.6%
46 SPSB SPDR SERIES TRUST 14,266.0 $428K 0.16% +235.0 +1.7% $30.01 -0.7%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 452.0 $423K 0.16% +40.0 +9.7% $935.41 -2.1%
48 IJR ISHARES TR 2,756.0 $409K 0.15% +43.0 +1.6% $148.29 -2.0%
49 TPLS THORNBURG ETF TR 16,189.0 $407K 0.15% +4K +33.0% $25.17 -1.9%
50 AVDS AMERICAN CENTY ETF TR 5,373.0 $404K 0.15% +288.0 +5.7% $75.26 +7.7%
51 VT VANGUARD INTL EQUITY INDEX F 2,486.0 $390K 0.14% +284.0 +12.9% $156.96 +3.0%
52 BAC BANK OF AMER CORP Financial Services 6,504.0 $371K 0.14% +47.0 +0.7% $56.98 +10.0%
53 AVGO BROADCOM INC Technology 951.0 $359K 0.13% +80.0 +9.2% $377.59 -5.2%
54 HD HOME DEPOT INC Consumer Cyclical 926.0 $327K 0.12% +5.0 +0.5% $352.69 -9.0%
55 AOM ISHARES TR 5,820.0 $290K 0.11% +479.0 +9.0% $49.89 -0.1%
56 SPMO INVESCO EXCH TRADED FD TR II 1,793.0 $290K 0.11% +32.0 +1.8% $161.50 -7.3%
57 WMT WALMART INC Consumer Defensive 2,538.0 $287K 0.11% +334.0 +15.2% $113.25 -5.4%
58 DFSU DIMENSIONAL ETF TRUST 5,666.0 $264K 0.10% +158.0 +2.9% $46.63 +3.8%
59 VCIT VANGUARD SCOTTSDALE FDS 3,192.0 $264K 0.10% +63.0 +2.0% $82.65 -2.6%
60 NEE NEXTERA ENERGY INC Utilities 2,753.0 $242K 0.09% +200.0 +7.8% $87.76 -4.9%
Page 3 of 4  ·  66 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 37.2%
Technology 34.1%
Consumer Cyclical 14.7%
Communication Services 6.3%
Industrials 4.3%
Consumer Defensive 1.9%
Utilities 0.7%
Real Estate 0.7%
Healthcare 0.1%