Integrity Wealth Solutions LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Integrity Wealth Solutions LLC held in its portfolio 118 assets valued at $224,228,499 (i.e. $224.23M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($28.98M), VANGUARD TAX-MANAGED FDS ($16.35M), and VANGUARD INDEX FDS ($14.50M).
The chart below shows the top 10 valuable assets, and the table below shows the top 118 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Integrity Wealth Solutions LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 539001 | 28975119 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 261782 | 16353509 | VAN FTSE DEV MKT |
| VANGUARD INDEX FDS | 29727 | 14502725 | GROWTH ETF |
| VANGUARD INDEX FDS | 65343 | 12479939 | VALUE ETF |
| INVESCO EXCH TRADED FD TR II | 37776 | 9554192 | NASDAQ 100 ETF |
| AMERICAN CENTY ETF TR | 85066 | 8675051 | US SML CP VALU |
| PGIM ETF TR | 199900 | 8403791 | TOTAL RETURN BON |
| WORLD GOLD TR | 90183 | 7698923 | SPDR GLD MINIS |
| DIMENSIONAL ETF TRUST | 186294 | 6067591 | EMGR CRE EQT MNG |
| DIMENSIONAL ETF TRUST | 150513 | 5958795 | US CORE EQUITY 2 |
| VANGUARD MALVERN FDS | 73818 | 5766256 | CORE-PLUS BD ETF |
| VANGUARD STAR FDS | 75282 | 5679301 | VG TL INTL STK F |
| SPDR INDEX SHS FDS | 116092 | 5155631 | PORTFOLIO DEVLPD |
| AMERICAN CENTY ETF TR | 45167 | 5048732 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 147789 | 4868178 | INTL SMALL CAP E |
| APPLE INC | 17139 | 4659516 | COM |
| DIMENSIONAL ETF TRUST | 195054 | 4466972 | US REAL ESTATE E |
| VANGUARD WHITEHALL FDS | 28077 | 4029604 | HIGH DIV YLD |
| PIMCO ETF TR | 36726 | 3685042 | ENHAN SHRT MA AC |
| VANGUARD INDEX FDS | 17175 | 3637493 | SM CP VAL ETF |
| SPDR INDEX SHS FDS | 76270 | 3570195 | PORTFOLIO EMG MK |
| NVIDIA CORPORATION | 18656 | 3479360 | COM |
| VANGUARD INDEX FDS | 5391 | 3380988 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 59912 | 3220858 | FTSE EMR MKT ETF |
| DIMENSIONAL ETF TRUST | 78175 | 2979254 | INTL CORE EQT MK |
| TESLA INC | 6591 | 2964102 | COM |
| VANGUARD INDEX FDS | 8003 | 2683032 | TOTAL STK MKT |
| AMERICAN CENTY ETF TR | 31803 | 2618053 | INTL EQT ETF |
| VANGUARD INDEX FDS | 7884 | 2381949 | SML CP GRW ETF |
| VANGUARD INTL EQUITY INDEX F | 16459 | 2359124 | FTSE SMCAP ETF |
| THORNBURG ETF TR | 89159 | 2280685 | MULTI SECTOR BD |
| VANGUARD MUN BD FDS | 22560 | 2274709 | INTERMEDIATE TRM |
| ALPHABET INC | 6677 | 2095391 | CAP STK CL C |
| MICROSOFT CORP | 4156 | 2009980 | COM |
| PIMCO ETF TR | 70126 | 1870951 | MULTISECTOR BD |
| AMAZON COM INC | 8012 | 1849330 | COM |
| VANGUARD MUN BD FDS | 36401 | 1830596 | TAX EXEMPT BD |
| SPDR S&P 500 ETF TR | 2593 | 1768308 | TR UNIT |
| PIMCO ETF TR | 38497 | 1744706 | MUNI INCOME OPP |
| EA SERIES TRUST | 71538 | 1666824 | EA BRIDGEWAY OMN |
| INVESCO QQQ TR | 2530 | 1554305 | UNIT SER 1 |
| ISHARES TR | 2232 | 1528618 | CORE S&P500 ETF |
| ALPHABET INC | 4285 | 1341330 | CAP STK CL A |
| VANGUARD BD INDEX FDS | 17953 | 1329800 | TOTAL BND MRKT |
| AMERICAN CENTY ETF TR | 15275 | 1312291 | AVANTIS ALL EQT |
| DIMENSIONAL ETF TRUST | 19137 | 1139442 | US TARGETED VLU |
| VANGUARD INDEX FDS | 12828 | 1135116 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 3836 | 989398 | SMALL CP ETF |
| ISHARES TR | 2041 | 965783 | RUS 1000 GRW ETF |
| ISHARES TR | 10103 | 904791 | CORE 80/20 AGGRE |
| META PLATFORMS INC | 1297 | 855906 | CL A |
| SCHWAB STRATEGIC TR | 30053 | 824355 | US DIVIDEND EQ |
| BERKSHIRE HATHAWAY INC DEL | 1619 | 813622 | CL B NEW |
| ISHARES TR | 9058 | 766696 | CORE MSCI TOTAL |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| ISHARES TR | 2217 | 716010 | RUS 2000 GRW ETF |
| ISHARES TR | 10781 | 700871 | CORE 60/40 BALAN |
| ISHARES TR | 3284 | 696513 | S&P 500 VAL ETF |
| VANGUARD SCOTTSDALE FDS | 7445 | 687138 | VNG RUS1000VAL |
| CATERPILLAR INC | 1185 | 678686 | COM |
| DIMENSIONAL ETF TRUST | 14039 | 676272 | NATL MUN BD ETF |
| VANGUARD WELLINGTON FD | 6459 | 656054 | SHORT TRM TAX EX |
| AMERICAN CENTY ETF TR | 9577 | 635067 | AVANTIS MODERAT |
| ISHARES TR | 7566 | 586600 | EAFE SML CP ETF |
| INNOVATOR ETFS TRUST | 20940 | 538933 | EQUITY DEFINED P |
| AMERICAN CENTY ETF TR | 6522 | 502360 | AVANTIS EMGMKT |
| DIMENSIONAL ETF TRUST | 6501 | 482159 | US EQUITY MARKET |
| ISHARES TR | 1911 | 478266 | MSCI USA MMENTM |
| PALANTIR TECHNOLOGIES INC | 2569 | 456640 | CL A |
| VANGUARD INDEX FDS | 1373 | 432367 | LARGE CAP ETF |
| JPMORGAN CHASE & CO. | 1341 | 432009 | COM |
| MERCADOLIBRE INC | 198 | 398823 | COM |
| ISHARES TR | 3232 | 398365 | S&P 500 GRWT ETF |
| AMERICAN CENTY ETF TR | 4041 | 379717 | INTL SMCP VLU |
| ISHARES TR | 2571 | 362617 | RUS MDCP VAL ETF |
| GOLDMAN SACHS GROUP INC | 411 | 361686 | COM |
| DIMENSIONAL ETF TRUST | 7726 | 359939 | US MKTWIDE VALUE |
| BANK AMERICA CORP | 6457 | 355162 | COM |
| AMERICAN CENTY ETF TR | 5085 | 354982 | AVANTIS INTL SML |
| COSTCO WHSL CORP NEW | 412 | 354944 | COM |
| TRANSDIGM GROUP INC | 249 | 331133 | COM |
| MATTHEWS ASIA FDS | 11642 | 328388 | CHINA ACTIVE ETF |
| ISHARES TR | 2713 | 326069 | CORE S&P SCP ETF |
| HOME DEPOT INC | 921 | 316996 | COM |
| UNITEDHEALTH GROUP INC | 950 | 313686 | COM |
| VANGUARD INTL EQUITY INDEX F | 2202 | 310604 | TT WRLD ST ETF |
| ISHARES SILVER TR | 4817 | 310311 | ISHARES |
| THORNBURG ETF TR | 12177 | 310034 | CORE PLUS BD ETF |
| ISHARES TR | 1544 | 306650 | MSCI USA QLT FCT |
| BROADCOM INC | 871 | 301609 | COM |
| UBER TECHNOLOGIES INC | 3582 | 292685 | COM |
| ISHARES GOLD TR | 3506 | 284582 | ISHARES NEW |
| VANGUARD INTL EQUITY INDEX F | 3340 | 279248 | FTSE EUROPE ETF |
| TRX GOLD CORPORATION | 289975 | 267038 | COM |
| VANGUARD SCOTTSDALE FDS | 3129 | 262089 | INT-TERM CORP |
| CINTAS CORP | 1366 | 256965 | COM |
| ISHARES TR | 5341 | 254922 | CORE 40/60 MODER |
| ADVANCED MICRO DEVICES INC | 1188 | 254422 | COM |
| UDR INC | 6766 | 248177 | COM |
| WALMART INC | 2204 | 245510 | COM |
| DIMENSIONAL ETF TRUST | 5645 | 241854 | INTERNATIONAL |
| DIMENSIONAL ETF TRUST | 5508 | 239232 | US SUSTAINABILTY |
| SOFI TECHNOLOGIES INC | 8926 | 233683 | COM |
| ISHARES TR | 945 | 232550 | RUSSELL 2000 ETF |
| LAUDER ESTEE COS INC | 2196 | 229939 | CL A |
| SPDR DOW JONES INDL AVERAGE | 469 | 225493 | UT SER 1 |
| NETFLIX INC | 2380 | 223149 | COM |
| INVESCO EXCH TRADED FD TR II | 1761 | 210134 | S&P 500 MOMNTM |
| SSGA ACTIVE TR | 8251 | 205895 | STATE STR MY2033 |
| SSGA ACTIVE TR | 8232 | 205679 | STATE STR MY2032 |
| SSGA ACTIVE TR | 8179 | 205245 | STATE STR MY2031 |
| SSGA ACTIVE TR | 8195 | 204965 | STATE STR MY2030 |
| NEXTERA ENERGY INC | 2553 | 204920 | COM |
| SSGA ACTIVE TR | 8179 | 204850 | STATE STREET MY |
| ISHARES TR | 2834 | 202371 | EAFE VALUE ETF |
| FUBOTV INC | 32417 | 81691 | CLASS A COM SHS |
| HIVE DIGITAL TECHNOLOGIES LT | 14233 | 36721 | COM NEW |
| SUI GROUP HOLDINGS LIMITED | 13586 | 22689 | COM NEW |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.