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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 5 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWS ISHARES TR 2,571.0 $423K 0.16% $164.60 +3.4%
82 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 452.0 $423K 0.16% +40.0 +9.7% $935.41 -2.1%
83 GS GOLDMAN SACHS GROUP INC Financial Services 413.0 $417K 0.15% $1010.21 +2.8%
84 IJR ISHARES TR 2,756.0 $409K 0.15% +43.0 +1.6% $148.29 -2.0%
85 TPLS THORNBURG ETF TR 16,189.0 $407K 0.15% +4K +33.0% $25.17 -1.9%
86 AVDS AMERICAN CENTY ETF TR 5,373.0 $404K 0.15% +288.0 +5.7% $75.26 +7.7%
87 VV VANGUARD INDEX FDS 1,175.0 $404K 0.15% -198.0 -14.4% $343.98 +3.2%
88 VT VANGUARD INTL EQUITY INDEX F 2,486.0 $390K 0.14% +284.0 +12.9% $156.96 +3.0%
89 BAC BANK OF AMER CORP Financial Services 6,504.0 $371K 0.14% +47.0 +0.7% $56.98 +10.0%
90 AVGO BROADCOM INC Technology 951.0 $359K 0.13% +80.0 +9.2% $377.59 -5.2%
91 AMAT APPLIED MATLS INC Technology 466.0 $337K 0.12% NEW $723.00 -37.1%
92 MCH MATTHEWS ASIA FDS 11,642.0 $336K 0.12% $28.86 -1.4%
93 HD HOME DEPOT INC Consumer Cyclical 926.0 $327K 0.12% +5.0 +0.5% $352.69 -9.0%
94 TDG TRANSDIGM GROUP INC Industrials 245.0 $326K 0.12% -4.0 -1.6% $1332.04 -12.8%
95 MELI MERCADOLIBRE INC Consumer Cyclical 179.0 $304K 0.11% -19.0 -9.6% $1697.39 +16.6%
96 CRWD CROWDSTRIKE HLDGS INC Technology 392.0 $299K 0.11% NEW $190.79 +11.7%
97 PAVE GLOBAL X FDS 5,028.0 $296K 0.11% NEW $58.92 -6.4%
98 AOM ISHARES TR 5,820.0 $290K 0.11% +479.0 +9.0% $49.89 -0.1%
99 SPMO INVESCO EXCH TRADED FD TR II 1,793.0 $290K 0.11% +32.0 +1.8% $161.50 -7.3%
100 WMT WALMART INC Consumer Defensive 2,538.0 $287K 0.11% +334.0 +15.2% $113.25 -5.4%
Page 5 of 7  ·  129 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%