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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MTUM ISHARES TR 1,834.0 $629K 0.23% -77.0 -4.0% $342.80 -11.1%
22 VONV VANGUARD SCOTTSDALE FDS 5,480.0 $583K 0.21% -2K -26.4% $106.32 +6.3%
23 VV VANGUARD INDEX FDS 1,175.0 $404K 0.15% -198.0 -14.4% $343.98 +3.2%
24 TDG TRANSDIGM GROUP INC Industrials 245.0 $326K 0.12% -4.0 -1.6% $1332.04 -12.8%
25 MELI MERCADOLIBRE INC Consumer Cyclical 179.0 $304K 0.11% -19.0 -9.6% $1697.39 +16.6%
26 IWM ISHARES TR 929.0 $279K 0.10% -16.0 -1.7% $300.32 -1.4%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 2,251.0 $263K 0.10% -318.0 -12.4% $116.67 +49.4%
28 IAU ISHARES GOLD TR Financial Services 3,453.0 $261K 0.10% -53.0 -1.5% $75.51 +10.4%
29 QUAL ISHARES TR 1,167.0 $256K 0.10% -377.0 -24.4% $219.47 +1.4%
30 DFSI DIMENSIONAL ETF TRUST 5,493.0 $248K 0.09% -152.0 -2.7% $45.10 +5.2%
31 VGK VANGUARD INTL EQUITY INDEX F 2,716.0 $240K 0.09% -624.0 -18.7% $88.53 +3.6%
32 TRX GOLD CORPORATION 279,320.0 $230K 0.09% -11K -3.7% $0.82
33 UBER UBER TECHNOLOGIES INC Technology 3,191.0 $230K 0.09% -391.0 -10.9% $72.16 +5.0%
34 QQQM INVESCO EXCH TRADED FD TR II 703.0 $213K 0.08% -37K -98.1% $302.79 -2.2%
35 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 12,320.0 $45K 0.02% -2K -13.4% $3.64 -14.6%
36 SUI GROUP HOLDINGS LIMITED 10,760.0 $12K 0.01% -3K -20.8% $1.16
Page 2 of 2  ·  36 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%