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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 6 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IWM ISHARES TR 929.0 $279K 0.10% -16.0 -1.7% $300.32 -1.4%
102 PANW PALO ALTO NETWORKS INC Technology 812.0 $277K 0.10% NEW $341.02 -2.3%
103 UDR UDR INC Real Estate 6,766.0 $270K 0.10% $39.92 -8.9%
104 DFSU DIMENSIONAL ETF TRUST 5,666.0 $264K 0.10% +158.0 +2.9% $46.63 +3.8%
105 VCIT VANGUARD SCOTTSDALE FDS 3,192.0 $264K 0.10% +63.0 +2.0% $82.65 -2.6%
106 PLTR PALANTIR TECHNOLOGIES INC Technology 2,251.0 $263K 0.10% -318.0 -12.4% $116.67 +49.4%
107 IAU ISHARES GOLD TR Financial Services 3,453.0 $261K 0.10% -53.0 -1.5% $75.51 +10.4%
108 NEBIUS GROUP N.V. 942.0 $260K 0.10% NEW $276.17
109 QUAL ISHARES TR 1,167.0 $256K 0.10% -377.0 -24.4% $219.47 +1.4%
110 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 3,168.0 $252K 0.09% NEW $79.54 +35.3%
111 DFSI DIMENSIONAL ETF TRUST 5,493.0 $248K 0.09% -152.0 -2.7% $45.10 +5.2%
112 DIA STATE STR SPDR DOW JONES IND Financial Services 467.0 $244K 0.09% $522.85 +2.1%
113 NEE NEXTERA ENERGY INC Utilities 2,753.0 $242K 0.09% +200.0 +7.8% $87.76 -4.9%
114 VGK VANGUARD INTL EQUITY INDEX F 2,716.0 $240K 0.09% -624.0 -18.7% $88.53 +3.6%
115 HYMB SPDR SERIES TRUST 9,342.0 $238K 0.09% +186.0 +2.0% $25.44 -3.9%
116 TRX GOLD CORPORATION 279,320.0 $230K 0.09% -11K -3.7% $0.82
117 UBER UBER TECHNOLOGIES INC Technology 3,191.0 $230K 0.09% -391.0 -10.9% $72.16 +5.0%
118 VANGUARD CALIF TAX FREE FDS 2,215.0 $223K 0.08% NEW $100.59
119 QQQM INVESCO EXCH TRADED FD TR II 703.0 $213K 0.08% -37K -98.1% $302.79 -2.2%
120 MYCM SSGA ACTIVE TR 8,412.0 $208K 0.08% +161.0 +1.9% $24.67 -2.4%
Page 6 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%