Institutions / Integrity Wealth Solutions LLC

Integrity Wealth Solutions LLC

CIK 2006918 · Institution · as of Dec 31, 2025

Portfolio value

$252.81M

Positions

129

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 129 →

Company	Class	Value	Shares	% of portfolio
Vanguard Tax-Managed Fds	—	$16.35M	261,782	6.5%
Vanguard Index Fds	—	$14.50M	29,727	5.7%
Vanguard Index Fds	—	$12.48M	65,343	4.9%
Invesco Exch Traded Fd Tr II	—	$9.55M	37,776	3.8%
American Centy ETF Tr	—	$8.68M	85,066	3.4%
PGIM ETF Tr	—	$8.40M	199,900	3.3%
World Gold Tr	—	$7.70M	90,183	3.0%
SPDR Series Trust	—	$7.43M	78,870	2.9%
Dimensional ETF Trust	—	$6.07M	186,294	2.4%
Dimensional ETF Trust	—	$5.96M	150,513	2.4%
Vanguard Malvern Fds	—	$5.77M	73,818	2.3%
Vanguard Star Fds	—	$5.68M	75,282	2.2%
SPDR Index Shs Fds	—	$5.16M	116,092	2.0%
American Centy ETF Tr	—	$5.05M	45,167	2.0%
Dimensional ETF Trust	—	$4.87M	147,789	1.9%
SPDR Series Trust	—	$4.74M	27,193	1.9%
Apple Inc.	—	$4.66M	17,139	1.8%
Dimensional ETF Trust	—	$4.47M	195,054	1.8%
SPDR Series Trust	—	$4.46M	168,467	1.8%
Vanguard Whitehall Fds	—	$4.03M	28,077	1.6%
PIMCO ETF Tr	—	$3.69M	36,726	1.5%
Vanguard Index Fds	—	$3.64M	17,175	1.4%
SPDR Index Shs Fds	—	$3.57M	76,270	1.4%
NVIDIA Corp	—	$3.48M	18,656	1.4%
Vanguard Index Fds	—	$3.38M	5,391	1.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.