DOSSIER · 13F-HR · Q1 2026

Integrity Wealth Partners, LLC

$111M in tracked AUM across 99 positions as of Q1 2026.

IW
CIK 0002121884 · last filed Mar 31, 2026
Total AUM
$111M
as of Q1 2026
Holdings
99
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Integrity Wealth Partners, LLC 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
JEPI
J P MORGAN EXCHANGE TRADED F
$9M165K8.4%
02
DFAC
DIMENSIONAL ETF TRUST
$8M205K7.2%
03
AAPL
APPLE INC
$7M28K6.5%
04
SPYI
NEOS ETF TRUST
$6M113K5.0%
05
JEPQ
J P MORGAN EXCHANGE TRADED F
$5M89K4.4%
06
FTHI
FIRST TR EXCHANGE TRADED FD
$5M206K4.3%
07
TLT
ISHARES TR
$4M43K3.3%
08
PDO
PIMCO DYNAMIC INCOME OPRNTS
$3M233K2.7%
09
MAGS
LISTED FDS TR
$3M47K2.5%
10
VTI
VANGUARD INDEX FDS
$3M8K2.3%

Filing history

2026Q1Mar 31
$111M
99 positionsView →