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INTEGRITY WEALTH ADVISORS, INC.
Updated 7 days agoManaged by Integrity Wealth Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$193.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
99.6%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $278.8M |
| Q4 2025 | $146.8M |
| Q1 2026 | $167.7M |
| Q3 2026 | $193.5M |
Top holdings
77 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $23.9M | 305.9K | 12.38% | — | |
| 2 | ? N/A DAVIS FUNDAMENTAL ETF TR | $17.3M | 618.1K | 8.94% | — |
| 3 | $10.9M | 32.1K | 5.65% | — | |
| 4 | $10.4M | 21.0K | 5.39% | — | |
| 5 | $10.3M | 204.9K | 5.33% | — | |
| 6 | $10.3M | 230.7K | 5.32% | — | |
| 7 | $9.1M | 29.7K | 4.68% | — | |
| 8 | $9.1M | 6.24M | 4.68% | — | |
| 9 | ? N/A INVESCO ACTIVELY MANAGED EXC | $7.4M | 287.6K | 3.80% | — |
| 10 | $7M | 77.7K | 3.60% | — | |
| 11 | $6.3M | 367.0K | 3.23% | — | |
| 12 | $5.6M | 30.3K | 2.92% | — | |
| 13 | $5.2M | 40.1K | 2.67% | — | |
| 14 | $5.1M | 213.5K | 2.63% | — | |
| 15 | $4.9M | 50.7K | 2.54% | — | |
| 16 | ? N/A J P MORGAN EXCHANGE TRADED F | $4.1M | 55.1K | 2.09% | — |
| 17 | $3.9M | 11.8K | 2.03% | — | |
| 18 | $2.8M | 27.2K | 1.45% | — | |
| 19 | $2.4M | 213.3K | 1.22% | — | |
| 20 | $2.3M | 84.8K | 1.20% | — |