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CIK: 0001951908
Total reported value
$167.7M
$167.7M
76 檔
93.6%
According to the latest 13F quarterly dataset, Integrity Wealth Advisors, Inc. managed an equity portfolio of $167.7M at the end of Q3 2025, spanning 76 distinct U.S. exchange-listed positions.
During Q3 2025, Integrity Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DINT, FPE, RDVY) accounted for 93.6% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DINT | Davis Select International | ETF-Other | 14.11% | -0.29% | +89.57% | |
| 2 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 13.79% | -0.94% | +84.70% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 12.62% | -0.35% | +88.21% | |
| 4 | GNSS | Genasys Inc | Stock-Other | 10.08% | -0.95% | +92.89% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.72% | +0.22% | +93.22% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.24% | -0.46% | +82.93% | |
| 7 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 5.15% | -0.12% | +91.19% | |
| 8 | SMIG | Bahl & Gaynor S/m Inc Growth | ETF-Other | 2.64% | — | +93.04% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.37% | +0.75% | +108.96% | |
| 10 | DWLD | Davis Select Worldwide ETF | ETF-Other | 1.84% | -0.25% | +88.43% | |
| 11 | BA | Boeing Co/the | Stock-Industrials | 1.84% | -0.16% | +140.63% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 1.84% | -0.20% | +104.51% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.72% | -0.12% | +28.87% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.67% | +0.18% | +110.22% | |
| 15 | UUUU | Energy Fuels Inc | Stock-Energy | 1.46% | +0.20% | +32.39% | |
| 16 | BEEM | Beam Global | Stock-Other | 1.15% | -0.34% | +93.38% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | -0.09% | +81.04% | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.94% | -0.11% | +50.03% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.75% | -0.24% | +56.35% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.74% | +0.24% | +109.05% | |
| 21 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | +0.01% | +85.31% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | +0.03% | +79.87% | |
| 23 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.61% | +0.73% | +54.69% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.60% | +0.07% | +75.83% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.14% | EXIT | |
| 26 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.53% | +0.13% | +80.47% | |
| 27 | CPZ | Calamos Lng/shrt Eqty & Dyn | Stock-Other | 0.52% | — | +123.24% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.50% | -0.14% | +16.92% | |
| 29 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.49% | -0.19% | +0.39% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.03% | +89.59% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.15% | +58.24% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.06% | +72.43% | |
| 33 | ✓ | Calavo Growers Inc | Stock-Other | 0.38% | — | +107.76% | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.37% | -0.09% | +0.38% | |
| 35 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.35% | — | — | |
| 36 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.35% | -0.09% | +17.98% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.31% | +0.07% | +74.68% | |
| 38 | EIX | Edison International | Stock-Utilities | 0.31% | +0.26% | NEW | |
| 39 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 0.25% | -0.20% | EXIT | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | +0.03% | +44.32% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.21% | -0.05% | +63.53% | |
| 42 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 0.20% | -0.06% | -0.84% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.19% | +1.05% | +158.52% | |
| 44 | NFLT | Virtus Newfleet Multi-sector | ETF-Other | 0.18% | -0.10% | -3.87% | |
| 45 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.18% | -0.08% | +10.20% | |
| 46 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.18% | +0.13% | NEW | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | -0.05% | +82.66% | |
| 48 | ALMU | Aeluma Inc | Stock-Other | 0.15% | -0.07% | +17.75% | |
| 49 | FCG | First Trust Natural Gas ETF | ETF-Other | 0.15% | +0.05% | -0.81% | |
| 50 | AMD | Advanced Micro Devices | Stock-Tech | 0.15% | — | -8.08% |
According to official SEC Form 13F filings, Integrity Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $167.7M across 76 disclosed positions in Q3 2025.
During Q3 2025, Integrity Wealth Advisors, Inc.'s top holdings by market value included DINT (14.1%)、FPE (13.8%)、RDVY (12.6%). The largest single position, DINT, represented 14.1% of total portfolio value.
In Q3 2025, Integrity Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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