account_balance

Investment manager · 13F filer · SEC CIK 1951908

Integrity Wealth Advisors, Inc.

Reported value$193Mas of Sep 30, 2026
Positions74 14 new, 10 sold out
Top 10 weight60.0%RDVY alone is 12%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
RDVY First Tr Exchange Traded Fd 12.4% Held
DINT Davis Fundamental ETF Tr 9.0% Held
GOOG Alphabet Inc 5.7% Added +5%BRK-B Berkshire Hathaway Inc 5.4% Added +21%
JPST J P Morgan Exchange Traded F 5.4% Added +76%
GTO Invesco Actively Managed Exc 5.3% Added +25%
QQQM Invesco Exch Traded Fd Tr II 4.7% Added +62%
GNSS Genasys Inc 4.7% Trimmed −4%
ICLO Invesco Actively Managed Exc 3.8% New
SPYM SPDR Series Trust 3.6% Added +70%
FPE First Tr Exch Traded Fd III 3.2% Trimmed −47%
BA Boeing Co 2.9% Added +17%

What changed

Biggest moves since Mar 31, 2026

Filed Oct 29, 2026, compared with the May 14, 2026 filing
add_circleNew
  • ICLO $7.36M
  • SPLV $986K
  • SPCX $559K
  • AVGO $474K
arrow_upwardAdded
  • JMUB +391%
  • SPTL +281%
  • UUUU +135%
  • JMEE +85%
arrow_downwardTrimmed
  • MU −69%
  • IBM −54%
  • FPE −47%
  • SPTI −46%
remove_circleSold out
  • JAAA $5.57M
  • INTC $431K
  • BP $382K
  • Coterra Energy Inc $362K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate.

This is data, not investment advice. About StockToast