DOSSIER · 13F-HR · Q1 2026

Integrity Wealth Solutions LLC

$255M in tracked AUM across 130 positions as of Q1 2026.

IW
CIK 0002006918 · last filed Mar 31, 2026
Total AUM
$255M
as of Q1 2026
Holdings
130
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Integrity Wealth Solutions 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
VEA
VANGUARD TAX-MANAGED FDS
$16M243K6.1%
02
VUG
VANGUARD INDEX FDS
$13M30K5.2%
03
VTV
VANGUARD INDEX FDS
$13M64K4.9%
04
AVUV
AMERICAN CENTY ETF TR
$9M84K3.6%
05
QQQM
INVESCO EXCH TRADED FD TR II
$9M38K3.6%
06
PTRB
PGIM ETF TR
$9M213K3.5%
07
GLDM
WORLD GOLD TR
$8M87K3.2%
08
SLYG
SPDR SERIES TRUST
$8M78K3.0%
09
VPLS
VANGUARD MALVERN FDS
$6M82K2.5%
10
DFAE
DIMENSIONAL ETF TRUST
$6M182K2.4%

Filing history

2026Q1Mar 31
$255M 0.7%
130 positionsView →
2025Q4Dec 31
$253M 12.7%
129 positionsView →
2025Q3Sep 30
$224M 9.3%
117 positionsView →
2025Q2Jun 30
$205M 11.1%
113 positionsLocked
2025Q1Mar 31
$185M 3.4%
105 positionsLocked
2024Q4Dec 31
$179M 4.2%
96 positionsLocked
2024Q3Sep 30
$171M 11.5%
92 positionsLocked
2024Q2Jun 30
$154M 0.4%
89 positionsLocked
2024Q1Mar 31
$153M 6.0%
97 positionsLocked
2023Q4Dec 31
$144M
99 positionsLocked