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Integrity Wealth Solutions LLC

SEC CIK
0002006918
Latest filing
Jul 30, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 8, 2024. Long positions only.

Institution overview
Positions
99
No filing for Q3 2023
Portfolio value
$144.5M
No filing for Q3 2023
Filed
Feb 8, 2024
SEC

Integrity Wealth Solutions LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Integrity Wealth Solutions LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF223,370$10.7M7.4%–––
Vanguard Morningstar Growth ETF922908736ETF28,209$8.77M6.1%–––
Vanguard Morningstar Value ETF922908744ETF48,490$7.25M5.0%–––
American Centy ETF Tr025072877US SML CP VALU63,102$5.67M3.9%–––
SPDR Series Trust78468R812ST STR MSCI USAQ36,532$4.83M3.3%–––
SPDR Series Trust78464A656ST STR TIPS ETF166,326$4.25M2.9%–––
GLDMWorld Gold TrustSPDR GLD MINIS96,988$3.97M2.7%––History
Vanguard Star FDS921909768VG TL INTL STK F67,314$3.90M2.7%–––
SPDR Series Trust78464A201ST STR SP600GRWO46,145$3.86M2.7%–––
AAPLApple Inc.Stock19,911$3.83M2.7%––History
Dimensional Emerging Core Equity Market ETF25434V302ETF149,952$3.62M2.5%–––
Vanguard Morningstar Small-Cap Value ETF922908611ETF19,650$3.54M2.4%–––
Pgim ETF Tr69344A800TOTA RETU BD ETF76,338$3.21M2.2%–––
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF88,455$3.01M2.1%–––
TSLATesla, Inc.Stock11,154$2.77M1.9%––History
Vanguard Long-Term Treasury ETF92206C847ETF44,599$2.74M1.9%–––
SPDR Index Shs FDS78463X509ST PORT MARK ETF73,031$2.59M1.8%–––
American Centy ETF Tr025072885US EQT ETF30,575$2.49M1.7%–––
Vanguard High Dividend Yield Index ETF921946406ETF20,852$2.33M1.6%–––
SPYSPDR S&P 500 ETF TrustETF4,859$2.32M1.6%––History
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF19,992$2.30M1.6%–––
Vanguard Ftse Emerging Markets ETF922042858ETF55,175$2.27M1.6%–––
Dimensional ETF Trust25434V823US REAL ESTA ETF99,179$2.26M1.6%–––
Vanguard Mun BD FDS922907746TAX EXEMPT BD42,353$2.16M1.5%–––
MSFTMicrosoft CorpStock5,673$2.13M1.5%––History
Dimensional ETF Trust25434V849NATL MUN BD ETF43,853$2.13M1.5%–––
Dimensional U.S. Core Equity 2 ETF25434V708ETF65,766$1.92M1.3%–––
Dimensional ETF Trust25434V773INTL SMALL CAP E78,527$1.90M1.3%–––
Vanguard Morningstar Total Stock Market ETF922908769ETF7,717$1.83M1.3%–––
Vanguard Scottsdale FDS92206C706INTER TERM TREAS30,055$1.78M1.2%–––
Vanguard Morningstar Small-Cap Growth ETF922908595ETF7,222$1.75M1.2%–––
State Street SPDR Portfolio S&P 500 ETF78464A854ETF31,023$1.73M1.2%–––
NVDANVIDIA CorpStock3,355$1.66M1.1%––History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF25,236$1.64M1.1%–––
AMZNAmazon Com IncStock10,556$1.60M1.1%––History
Vanguard Total Bond Market ETF921937835ETF21,522$1.58M1.1%–––
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF34,534$1.46M1.0%–––
iShares Tr464288273EAFE SML CP ETF23,119$1.43M1.0%–––
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF21,345$995.3K0.7%–––
GOOGAlphabet Inc.Stock6,638$935.5K0.6%––History
iShares Russell 2000 Growth ETF464287648ETF3,584$903.9K0.6%–––
Dimensional ETF Trust25434V203INTL CORE EQT MK30,694$879.1K0.6%–––
SPDR Series Trust78464A763ST STR SP DIV6,749$843.4K0.6%–––
Invesco QQQ Trust Series I46090E103ETF1,900$778.5K0.5%–––
METAMeta Platforms, Inc.Stock2,024$716.4K0.5%––History
Vanguard Real Estate ETF922908553ETF7,705$680.8K0.5%–––
UBERUber Technologies, IncStock10,957$674.6K0.5%––History
iShares Russell 1000 Growth ETF464287614ETF2,153$652.6K0.5%–––
MELIMercadolibre IncCOM395$620.8K0.4%––History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF6,002$601.6K0.4%–––
GOOGLAlphabet Inc.Stock4,288$599.0K0.4%––History
SPDR Series Trust78464A664ST LON TREAS ETF20,604$597.9K0.4%–––
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF6,982$581.7K0.4%–––
SPDR Series Trust78464A284ST NUVE HIGH ETF22,746$575.5K0.4%–––
NFLXNetflix IncStock1,152$560.9K0.4%––History
iShares Core MSCI Total International Stock ETF46432F834ETF8,537$554.3K0.4%–––
iShares Tr464289867CORE 60 BALA ETF9,606$511.0K0.4%–––
Vanguard Intermediate-Term Bond ETF921937819ETF6,397$488.6K0.3%–––
MARAMARA Holdings, Inc.COM19,722$463.3K0.3%––History
BRK.BBerkshire Hathaway IncStock1,298$462.8K0.3%––History
AVGOBroadcom Inc.Stock363$404.8K0.3%––History
ADBEAdobe Inc.Stock663$395.5K0.3%––History
Vanguard Wellington FD921935870SHORT TRM TAX EX3,664$371.6K0.3%–––
CRWDCrowdStrike Holdings, Inc.Stock1,367$349.0K0.2%––History
iShares S&P 500 Value ETF464287408ETF2,004$348.5K0.2%–––
iShares Tips Bond ETF464287176ETF3,224$346.5K0.2%–––
HDHome Depot, Inc.Stock995$344.7K0.2%––History
Ea Series Trust02072L532BRID OMN SMA ETF16,201$340.5K0.2%–––
Vanguard S&P 500 ETF922908363ETF768$335.6K0.2%–––
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,684$331.5K0.2%–––
TNGXTango Therapeutics, Inc.COM33,199$328.7K0.2%––History
iShares S&P 500 Growth ETF464287309ETF4,284$321.7K0.2%–––
Vanguard Morningstar Small-Cap ETF922908751ETF1,500$320.0K0.2%–––
American Centy ETF Tr025072232AVANTIS ALL EQT4,855$314.4K0.2%–––
TDGTransDigm Group INCCOM306$309.6K0.2%––History
iShares Tr464289859CORE 80 20 ETF4,131$285.2K0.2%–––
iShares MSCI USA Momentum Factor ETF46432F396ETF1,795$281.6K0.2%–––
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,294$267.7K0.2%–––
UPSUnited Parcel Service IncStock1,660$261.0K0.2%––History
TEAMAtlassian CorpCL A1,077$256.2K0.2%––History
COSTCostco Wholesale CorpStock366$246.8K0.2%––History
SSTKShutterstock, Inc.COM4,938$238.4K0.2%––History
WINGWingstop Inc.COM918$235.5K0.2%––History
iShares MSCI USA Quality Factor ETF46432F339ETF1,600$235.5K0.2%–––
GRMNGarmin LtdSHS1,831$235.4K0.2%––History
iShares Tr46435G425ESG AWR MSCI USA2,215$232.4K0.2%–––
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD2,943$227.7K0.2%–––
UDRUDR, Inc.COM5,925$226.9K0.2%––History
BABoeing CoStock837$218.2K0.2%––History
iShares Core S&P Small Cap ETF464287804ETF1,965$212.7K0.1%–––
DEDeere & CoStock526$211.1K0.1%––History
TTDTrade Desk, Inc.Stock2,898$208.5K0.1%––History
BACBank of America CorpStock6,191$208.5K0.1%––History
NETCloudflare, Inc.CL A COM2,503$208.4K0.1%––History
UNHUnitedHealth Group IncStock395$208.1K0.1%––History
IAUiShares Gold TrustETF5,211$203.4K0.1%––History
American Centy ETF Tr025072182AVANTIS MODERAT3,759$203.3K0.1%–––
CRUSCirrus Logic, Inc.Stock2,413$200.7K0.1%––History
CPNGCoupang, Inc.CL A10,068$163.0K0.1%––History