Integrity Wealth Advisors, Inc. 13F Portfolio

CIK 1951908 Filing since Q4 2024 Q3 2026 filed Oct 29, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 29, 2026.

Portfolio Snapshot

36 positions · Q3 2026

Integrity Wealth Advisors, Inc. reported 36 positions worth $58.39M for the quarter ended Sep 30, 2026. Its largest holding is Alphabet Inc. at 18.7% of the portfolio.

Portfolio Value
$58.39M
— QoQ · -44.1% YoY
Positions
36
first quarter on file
Top 10 Concentration
81.6%
of portfolio value
Largest Position
GOOG 18.7%
Alphabet Inc.
Net Buying
–
no prior quarter to compare
Turnover
–
of the portfolio traded
Top Sector
Technology
52.7% of value
Track Record
7
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

8 sectors
52.74%
Technology
Technology52.74%
Financial Services19.61%
Industrials12.59%
Energy6.33%
Consumer Discretionary4.21%
Healthcare2.74%
Other1.23%
Utilities0.551%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesIndustrialsEnergyConsumer DiscretionaryHealthcareOtherUtilitiesCommunication ServicesConsumer Staples
Holdings · Q3 2026

36 Positions

As ofSep 30, 2026
Value$58.39M
Top 1081.6%
Avg position$1.62M
# Activity
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Showing 1–15 of 36 positions 13F filings on SEC EDGAR

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About Integrity Wealth Advisors, Inc.’s 13F Portfolio

What are Integrity Wealth Advisors, Inc.’s largest holdings?

As of its Q3 2026 13F filing, Integrity Wealth Advisors, Inc.’s five largest positions were Alphabet Inc. (GOOG) at 18.7%, Berkshire Hathaway Inc (BRK-B) at 17.9%, Genasys Inc. (GNSS) at 15.5%, Boeing Co (BA) at 9.7%, Apple Inc. (AAPL) at 6.7% of the reported portfolio.

How much is Integrity Wealth Advisors, Inc.’s portfolio worth?

Integrity Wealth Advisors, Inc. reported a 13F portfolio worth $58.39M across 36 positions for Q3 2026.

Where does this data come from?

From the Form 13F-HR reports Integrity Wealth Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.