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CIK: 0002121884
Total reported value
$129.1M
$129.1M
99 檔
27.2%
During the Q1 2026 filing period, Integrity Wealth Partners, LLC (CIK: 0002121884) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $129.1M across 99 reported positions.
During Q1 2026, Integrity Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 8.41% | -0.58% | — | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 7.18% | -0.34% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.48% | +0.86% | — | |
| 4 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 5.04% | +0.40% | — | |
| 5 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 4.45% | +0.56% | — | |
| 6 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 4.25% | +0.39% | — | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.35% | -1.58% | — | |
| 8 | PDO | Pimco Dynamic Income Opport | Stock-Other | 2.71% | -0.02% | — | |
| 9 | MAGS | Roundhill Magnificent Seven | ETF-Other | 2.47% | +0.21% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.34% | -0.20% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | +0.19% | — | |
| 12 | IAUI | Neos Gold High Income ETF | ETF-Commodities | 1.78% | -0.38% | — | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.74% | -0.21% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | +0.27% | — | |
| 15 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 1.33% | +0.03% | — | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.30% | -0.18% | — | |
| 17 | XLSR | Ss US Sector Rotation | ETF-Other | 1.29% | +0.09% | — | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.26% | -0.05% | — | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.24% | +0.34% | — | |
| 20 | LRCX | Lam Research CORP | Stock-Tech | 1.22% | +0.40% | — | |
| 21 | ZECP | Zacks Earnings Consistent Po | ETF-Other | 1.21% | +0.15% | — | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.15% | -0.10% | — | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 1.12% | -0.21% | — | |
| 24 | IQLT | Ishares Msci International Q | ETF-Other | 1.11% | -0.18% | — | |
| 25 | TTEQ | T Rowe Price Technology ETF | ETF-Tech | 1.09% | +0.33% | — | |
| 26 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 1.01% | -0.25% | — | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.01% | -0.09% | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.99% | -0.11% | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.12% | — | |
| 30 | BTCI | Neos Bitcoin High Income ETF | ETF-Crypto | 0.89% | — | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | -0.08% | — | |
| 32 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.83% | -0.01% | — | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | -0.09% | — | |
| 34 | INTC | Intel CORP | Stock-Tech | 0.76% | +0.41% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.14% | — | |
| 36 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 0.74% | -0.18% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.01% | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.73% | -0.16% | — | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.06% | — | |
| 40 | URTH | Ishares Msci World ETF | ETF-Other | 0.71% | -0.13% | — | |
| 41 | FTCS | First Trust Capital Strength | ETF-Other | 0.71% | -0.05% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.69% | -0.08% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.04% | — | |
| 44 | BBN | Blackrock Taxable Muni Bnd | Stock-Other | 0.65% | -0.18% | — | |
| 45 | ETH | Grayscale Ethereum Staking M | ETF-Other | 0.64% | +0.05% | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.10% | — | |
| 47 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.59% | -0.07% | — | |
| 48 | NXG | Nxg Nextgen Infrastr Inc | Stock-Other | 0.52% | -0.10% | — | |
| 49 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 0.51% | -0.16% | — | |
| 50 | SMIZ | Zacks Small/mid Cap ETF | ETF-Other | 0.50% | +0.05% | — |
According to official SEC Form 13F filings, Integrity Wealth Partners, LLC reported a total U.S. public equity portfolio value of $129.1M across 99 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JEPI, DFAC, AAPL) accounted for 27.2% of total reported equity market value during Q1 2026.
During Q1 2026, Integrity Wealth Partners, LLC's top holdings by market value included JEPI (8.4%)、DFAC (7.2%)、AAPL (6.5%). The largest single position, JEPI, represented 8.4% of total portfolio value.
In Q1 2026, Integrity Wealth Partners, LLC 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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