DOSSIER · 13F-HR · Q1 2026

Integrity Financial Corp /WA

$201M in tracked AUM across 292 positions as of Q1 2026.

IF
CIK 0001917704 · last filed Mar 31, 2026
Total AUM
$201M
as of Q1 2026
Holdings
292
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Integrity Financial Corp /WA filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$25M38K12.5%
02
QQQ
INVESCO QQQ TR
$15M25K7.2%
03
FLQM
FRANKLIN TEMPLETON ETF TR
$9M159K4.4%
04
AAPL
APPLE INC
$8M33K4.1%
05
MSFT
MICROSOFT CORP
$5M14K2.7%
06
HTRB
HARTFORD FDS EXCHANGE TRADED
$5M155K2.6%
07
JPM
JPMORGAN CHASE & CO
$5M17K2.5%
08
MFSI
MFS ACTIVE EXCHANGE TRADED F
$5M159K2.4%
09
CSRE
COHEN & STEERS ETF TRUST
$4M166K2.2%
10
FJAN
FIRST TR EXCHNG TRADED FD VI
$3M68K1.7%

Filing history

2026Q1Mar 31
$201M 1.8%
292 positionsView →
2025Q4Dec 31
$197M 43.2%
286 positionsView →
2025Q3Sep 30
$138M 29.8%
188 positionsView →
2025Q2Jun 30
$197M 64.3%
295 positionsLocked
2025Q1Mar 31
$120M 31.3%
170 positionsLocked
2024Q4Dec 31
$174M 2.2%
248 positionsLocked
2024Q3Sep 30
$171M 6.7%
220 positionsLocked
2024Q2Jun 30
$160M 9.6%
217 positionsLocked
2024Q1Mar 31
$146M 5.7%
209 positionsLocked
2023Q4Dec 31
$138M 4.3%
197 positionsLocked
2023Q3Sep 30
$132M 3.7%
226 positionsLocked
2023Q2Jun 30
$137M 11.0%
210 positionsLocked
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