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CIK: 0002006918
Total reported value
$270.6M
$270.6M
129 檔
22.7%
As reported in its official Q4 2025 Form 13F filing, Integrity Wealth Solutions LLC's tracked investment portfolio stood at $270.6M with 129 total positions.
In Q4 2025, Integrity Wealth Solutions LLC displayed an active expansion posture, initiating 14 new positions and adding to 80 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VEA, VUG, VTV) accounted for 22.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQM
市值: $9.6M
Top Position Liquidated / Trimmed
IDYN
前期市值: $734.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.47% | +0.30% | +0.68% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 5.74% | +0.59% | +0.88% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 4.94% | +0.03% | +11.05% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.78% | -3.47% | — | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.43% | +0.27% | +5.76% | |
| 6 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 3.32% | -0.32% | +9.44% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.05% | -0.60% | -4.50% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.94% | +0.53% | +4.43% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.40% | +0.22% | +4.18% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.36% | +0.17% | -0.22% | |
| 11 | VPLS | Vanguard Core-plus Bond ETF | ETF-Other | 2.28% | -0.14% | +18.28% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.25% | +0.19% | +6.11% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 2.04% | +0.01% | +1.93% | |
| 14 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.00% | +0.17% | +2.29% | |
| 15 | DFIS | Dimensional International Sm | ETF-Other | 1.93% | +0.07% | +5.14% | |
| 16 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 1.87% | +0.01% | -1.87% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.84% | +0.26% | -0.16% | |
| 18 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.77% | +0.30% | +11.64% | |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.76% | -0.11% | +1.37% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.59% | -0.02% | +6.00% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 1.46% | -0.17% | +18.55% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.44% | +0.09% | -1.86% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.41% | -0.03% | -0.42% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | +0.11% | -0.87% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | +0.06% | +2.12% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | -0.02% | +2.92% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 1.18% | +0.01% | +5.34% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.17% | +0.06% | -12.46% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.19% | -2.51% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.06% | +0.29% | +6.85% | |
| 31 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 1.05% | -0.06% | +1.34% | |
| 32 | AVDE | Avantis International Equity | ETF-Other | 1.04% | +0.19% | +67.38% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.11% | -0.06% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.94% | +0.15% | +0.86% | |
| 35 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.93% | -0.01% | +2.88% | |
| 36 | TMB | Thornburg Multi Sector B ETF | ETF-Other | 0.90% | +0.13% | +31.60% | |
| 37 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.90% | -0.02% | +17.23% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.10% | +0.41% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.02% | +0.10% | |
| 40 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.74% | — | +15.32% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.02% | +4.62% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.72% | -0.05% | +0.95% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.70% | +0.20% | +0.27% | |
| 44 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.69% | +0.09% | +19.19% | |
| 45 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.66% | +0.06% | +1.01% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | +0.02% | +1.32% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.12% | -0.67% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | -0.57% | EXIT | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.13% | +0.05% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.53% | -0.06% | -6.61% |
According to official SEC Form 13F filings, Integrity Wealth Solutions LLC reported a total U.S. public equity portfolio value of $270.6M across 129 disclosed positions in Q4 2025.
During Q4 2025, Integrity Wealth Solutions LLC's top holdings by market value included VEA (6.5%)、VUG (5.7%)、VTV (4.9%). The largest single position, VEA, represented 6.5% of total portfolio value.
In Q4 2025, Integrity Wealth Solutions LLC made 118 total portfolio adjustments, initiating 14 new buys, adding to 80 positions, trimming 22 holdings, and fully liquidating 2 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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