IW

Integrity Wealth Advisors, INC.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$167.7M

Reporting period: 2026-03-31 · Number of holdings: 73

INTEGRITY WEALTH ADVISORS, INC. disclosed 73 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $167.7M and a quarterly turnover rate of 19.9%.

Personality snowflake

Concentration
20.66
Portfolio Stability
19.9
Momentum/Contrarian
100
Sector conviction
55.36
Diversification
100
Sizing Uniformity
83.71

Recent moves

  • Add JPST

    +63.1%　$2.3M

  • Trim FPE

    +4.5%　$169.3K

  • Add SPYM

    +94.2%　$1.6M

  • Add IEFA

    +84.6%　$1.5M

  • Add JAAA

    +48.3%　$1.8M

  • Add GTO

    +34.9%　$2.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 70 holdings (of 73 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1RDVYFirst Trust Rising DividendETF-Other12.36%-0.35%+13.04%
2DINTDavis Select InternationalETF-Other9.97%-0.29%+17.61%
3FPEFt-preferred Secur & INC ETFETF-Other7.35%-0.94%+4.53%
4GNSSGenasys INCStock-Other7.04%—+18.98%
5GOOGAlphabet Inc-cl CStock-Comm Services5.23%-0.46%+14.83%
6GTOInvesco Total Return Bond EtETF-Other5.14%+0.73%+34.90%
7BRK-BBerkshire Hathaway Inc-cl BStock-Other4.96%+0.22%+25.44%
8JPSTJpmorgan Ultra-short IncomeETF-Other3.52%+1.05%+63.13%
9JAAAJanus Henderson Aaa Clo ETFETF-Other3.32%+0.75%+48.33%
10BABoeing Co/theStock-Industrials3.07%-0.16%+18.62%
11SPTISs Spdr P Int Term Tsy ETFETF-Other2.69%-0.12%+10.11%
12QQQMInvesco Nasdaq 100 ETFETF-Tech2.60%+0.52%+52.43%
13RWLInvesco S&p 500 Revenue ETFETF-Large Cap & Growth2.13%+0.70%+70.04%
14SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth2.09%+0.78%+94.23%
15IEFAIshares Core Msci Eafe ETFETF-Other1.96%+0.76%+84.61%
16AAPLApple INCStock-Tech1.89%-0.12%+15.45%
17CIBRFirst Trust Nasdaq CybersecuETF-Tech1.52%—+15.18%
18FALNIshares Fallen Angels ETFETF-Other1.41%+0.39%+62.16%
19UUUUEnergy Fuels INCStock-Energy1.37%+0.20%+6.38%
20IBMIntl Business Machines CORPStock-Tech1.36%+0.18%+60.99%
21DWLDDavis Select Worldwide ETFETF-Other1.20%-0.25%+0.96%
22JMEEJPM Sma & Mid Cap En Eq Et-uETF-Other1.19%+0.12%+22.11%
23BEEMBeam GlobalStock-Other0.97%-0.34%-13.38%
24SPTLSs Spdr Pf Lng Trm Tsy E-usdETF-Other0.88%—+0.82%
25IJHIshares Core S&p Midcap ETFETF-Other0.86%+0.29%+67.42%
26NVDANvidia CORPStock-Tech0.71%+0.15%+54.60%
27SMHVaneck Semiconductor ETFETF-Other0.71%+0.24%+63.07%
28PYLDPimco Multisector Bond ActvETF-Other0.70%-0.04%+10.82%
29AMGNAmgen INCStock-Healthcare0.65%+0.01%+8.07%
30USFRWisdomtree Floating Rate TreETF-Other0.62%—-2.63%
31MSFTMicrosoft CORPStock-Tech0.61%—+30.43%
32AMZNAmazon.com INCStock-Consumer Disc0.61%-0.24%-9.48%
33SCHRSchwab Intermediate-term USETF-Other0.61%——
34IEMGIshares Core Msci EmergingETF-Emerging Markets0.56%+0.18%+64.03%
35MUMicron Technology INCStock-Tech0.53%+0.07%+10.33%
36TSLATesla INCStock-Consumer Disc0.52%+0.03%+47.67%
37CPZCalamos Lng/shrt Eqty & DynStock-Other0.46%—+22.29%
38CVXChevron CORPStock-Energy0.42%+0.07%—
39JEPQJPM Nasdaq Equity PremiumETF-Tech0.38%+0.06%+41.62%
40FCGFirst Trust Natural Gas ETFETF-Other0.35%+0.05%—
41LMBSFirst Trust Low Duration OppETF-Other0.35%+0.13%+83.01%
42PDBCInvesco Optimum Yield DiversETF-Other0.32%—-19.29%
43GLDSpdr Gold SharesETF-Commodities0.31%—-12.10%
44METAMeta Platforms Inc-class AStock-Comm Services0.29%—+17.53%
45EIXEdison InternationalStock-Utilities0.26%+0.26%NEW
46INTCIntel CORPStock-Tech0.26%—-0.02%
47FLMIFranklin Dynamic Municipal BETF-Other0.24%—-12.75%
48JPEFJpmorgan Equity Focus ETFETF-Other0.24%-0.19%-34.19%
49BPBp Plc-spons AdrStock-Energy0.23%+0.04%—
50BACBank Of America CORPStock-Financials0.23%+0.03%+49.36%
1–50 of 70

Holding changes this quarter

Integrity Wealth Advisors, INC.'s most significant position changes for 2026-03-31: Sold out: Cheniere Energy INC (LNG); New buy: Edison International (EIX); Sold out: Invesco S&p Smallcap 600 (RWJ); Sold out: Amplify Junior Silver Miners (SILJ); New buy: Iren LTD F.

Position changes disclosed by Integrity Wealth Advisors, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JPSTJpmorgan Ultra-short Income+1.1%+63.13%Add
2SPYMSte Str Spdr Pt S&p 500 ETF+0.8%+94.23%Add
3IEFAIshares Core Msci Eafe ETF+0.8%+84.61%Add
4JAAAJanus Henderson Aaa Clo ETF+0.8%+48.33%Add
5GTOInvesco Total Return Bond Et+0.7%+34.90%Add
6RWLInvesco S&p 500 Revenue ETF+0.7%+70.04%Add
7QQQMInvesco Nasdaq 100 ETF+0.5%+52.43%Add
8FALNIshares Fallen Angels ETF+0.4%+62.16%Add
9IJHIshares Core S&p Midcap ETF+0.3%+67.42%Add
10SMHVaneck Semiconductor ETF+0.2%+63.07%Add
11BRK-BBerkshire Hathaway Inc-cl B+0.2%+25.44%Add
12UUUUEnergy Fuels INC+0.2%+6.38%Add
13IBMIntl Business Machines CORP+0.2%+60.99%Add
14IEMGIshares Core Msci Emerging+0.2%+64.03%Add
15NVDANvidia CORP+0.2%+54.60%Add
16LMBSFirst Trust Low Duration Opp+0.1%+83.01%Add
17JMEEJPM Sma & Mid Cap En Eq Et-u+0.1%+22.11%Add
18MUMicron Technology INC+0.1%+10.33%Add
19CVXChevron CORP+0.1%—Unchanged
20JEPQJPM Nasdaq Equity Premium+0.1%+41.62%Add
21FCGFirst Trust Natural Gas ETF+0.1%—Unchanged
22BPBp Plc-spons Adr0%—Unchanged
23TSLATesla INC0%+47.67%Add
24BACBank Of America CORP0%+49.36%Add
25AMGNAmgen INC0%+8.07%Add
26CPZCalamos Lng/shrt Eqty & Dyn—+22.29%Add
27PYLDPimco Multisector Bond Actv0%+10.82%Add
28SKYXSkyx Platforms CORP-0.1%—Unchanged
29DNNDenison Mines CORP-0.1%-51.60%Trim
30NFLTVirtus Newfleet Multi-sector-0.1%-30.92%Trim
31SPTISs Spdr P Int Term Tsy ETF-0.1%+10.11%Add
32AAPLApple INC-0.1%+15.45%Add
33GOVTIshares US Treasury Bond ETF-0.1%-39.79%Trim
34BABoeing Co/the-0.2%+18.62%Add
35JPEFJpmorgan Equity Focus ETF-0.2%-34.19%Trim
36AMZNAmazon.com INC-0.2%-9.48%Trim
37DWLDDavis Select Worldwide ETF-0.3%+0.96%Add
38DINTDavis Select International-0.3%+17.61%Add
39BEEMBeam Global-0.3%-13.38%Trim
40RDVYFirst Trust Rising Dividend-0.4%+13.04%Add
41SLVIshares Silver Trust-0.4%-69.37%Trim
42GOOGAlphabet Inc-cl C-0.5%+14.83%Add
43FPEFt-preferred Secur & INC ETF-0.9%+4.53%Add
44LNGCheniere Energy INC—EXITSold out
45EIXEdison International—NEWNew buy
46RWJInvesco S&p Smallcap 600—EXITSold out
47SILJAmplify Junior Silver Miners—EXITSold out
48✓ Iren LTD F—NEWNew buy
49SHYGIshares 0-5 Yr Hy CORP Bond—NEWNew buy
50DISWalt Disney Co/the—EXITSold out

FAQ

What is Integrity Wealth Advisors, INC. and what type of investor is it?
Integrity Wealth Advisors, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $167.7M, spread across 73 disclosed positions.
What are Integrity Wealth Advisors, INC.'s largest equity positions?
Based on the latest 13F filing, Integrity Wealth Advisors, INC.'s top holdings by market value are: 1. First Trust Rising Dividend (RDVY) — $20.7M (12.4%) 2. Davis Select International (DINT) — $16.7M (10.0%) 3. Ft-preferred Secur & INC ETF (FPE) — $12.3M (7.3%) 4. Genasys INC (GNSS) — $11.8M (7.0%) 5. Alphabet Inc-cl C (GOOG) — $8.8M (5.2%)
What changes did Integrity Wealth Advisors, INC. make in its most recent portfolio filing?
In the latest reported quarter, Integrity Wealth Advisors, INC. made 46 notable position adjustments: 3 new positions were initiated, 32 existing holdings were added to, 7 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Cheniere Energy INC (LNG); New buy: Edison International (EIX); Sold out: Invesco S&p Smallcap 600 (RWJ); Sold out: Amplify Junior Silver Miners (SILJ); New buy: Iren LTD F
What sectors does Integrity Wealth Advisors, INC. focus on?
Integrity Wealth Advisors, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Communication Services: 23.6% • Financials: 22.3% • Information Technology: 22.2% • Industrials: 12.7% • Energy: 9.3% • Consumer Discretionary: 6.0%