Integrity Wealth Advisors, Inc. Portfolio Holdings

Integrity Wealth Advisors, Inc.

  • $279 Billion
  • Q3 2025

Integrity Wealth Advisors, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Davis Fundamental ETF Tr with a value of $39.3B, First Tr Pfd Secs & Income ETF with a value of $38.4B, First Trust Rising Dividend Ac with a value of $35.2B, Genasys Inc. with a value of $27.9B, and Berkshire Hathaway Inc Class B with a value of $16B.

Examining the 13F form we can see an increase of $136B in the current position value, from $143B to 279B.

Integrity Wealth Advisors, Inc. is based out at Ventura, CA

Below you can find more details about Integrity Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion
ETFs: $170 Billion
Technology: $47.6 Billion
Financial Services: $19 Billion
Communication Services: $18.1 Billion
Energy: $5.43 Billion
Consumer Cyclical: $5.35 Billion
Industrials: $5.33 Billion
Healthcare: $1.95 Billion
Other: $3.64 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.3 Billion 14.11% of portfolio
1,459,482
Q3 2025 Added 89.57%
$0
$38.4 Billion 13.79% of portfolio
2,132,730
Q3 2025 Added 84.7%
$0
$35.2 Billion 12.62% of portfolio
539,118
Q3 2025 Added 88.21%
$83.8M
$27.9 Billion 9.99% of portfolio
13,267,651
Q3 2025 Added 91.47%
$662B
$16 Billion 5.72% of portfolio
32,241
Q3 2025 Added 93.22%
$1.74T
$14.6 Billion 5.24% of portfolio
68,862
Q3 2025 Added 82.93%
$0
$14.4 Billion 5.15% of portfolio
498,185
Q3 2025 Added 91.19%
$0
$7.37 Billion 2.64% of portfolio
252,199
Q3 2025 Added 93.04%
$0
$6.6 Billion 2.37% of portfolio
129,993
Q3 2025 Added 108.96%
$0
$5.12 Billion 1.84% of portfolio
67,539
Q3 2025 Added 104.51%
$0
$5.13 Billion 1.84% of portfolio
118,770
Q3 2025 Added 88.43%
$114B
$5.12 Billion 1.84% of portfolio
24,029
Q3 2025 Added 140.63%
$4.3T
$4.78 Billion 1.72% of portfolio
20,392
Q3 2025 Added 28.87%
$266B
$4.65 Billion 1.67% of portfolio
16,191
Q3 2025 Added 110.22%
$2.45B
$4.06 Billion 1.46% of portfolio
379,282
Q3 2025 Added 32.39%
$3.78T
$2.98 Billion 1.07% of portfolio
5,853
Q3 2025 Added 81.04%
$0
$2.62 Billion 0.94% of portfolio
52,127
Q3 2025 Added 50.03%
$2.39T
$2.1 Billion 0.75% of portfolio
9,550
Q3 2025 Added 56.35%
$0
$2.07 Billion 0.74% of portfolio
6,723
Q3 2025 Added 109.05%
$183B
$1.95 Billion 0.7% of portfolio
6,949
Q3 2025 Added 85.31%
$1.29T
$1.87 Billion 0.67% of portfolio
4,941
Q3 2025 Added 79.87%
$0
$1.69 Billion 0.61% of portfolio
35,640
Q3 2025 Added 54.69%
$268B
$1.68 Billion 0.6% of portfolio
11,719
Q3 2025 Added 75.83%
$193B
$1.59 Billion 0.57% of portfolio
13,328
Q3 2025 Added 72.78%
$0
$1.49 Billion 0.53% of portfolio
30,022
Q3 2025 Added 80.47%
$0
$1.45 Billion 0.52% of portfolio
89,283
Q3 2025 Added 123.24%
$0
$1.38 Billion 0.5% of portfolio
59,824
Q3 2025 Added 16.92%
J P Morgan Exchange Traded F
-
$1.36 Billion 0.49% of portfolio
-
Q3 2025 Added 0.39%
$1.37T
$1.22 Billion 0.44% of portfolio
1,657
Q3 2025 Added 89.59%
$465B
$1.19 Billion 0.43% of portfolio
6,863
Q3 2025 Added 58.24%
$130B
$1.16 Billion 0.41% of portfolio
3,459
Q3 2025 Added 72.43%
$370M
$1.05 Billion 0.38% of portfolio
40,143
Q3 2025 Added 107.76%
$0
$1.04 Billion 0.37% of portfolio
41,473
Q3 2025 Added 0.38%
$418B
$980 Million 0.35% of portfolio
5,774
Q3 2025 Added 17.98%
$0
$987 Million 0.35% of portfolio
62,872
Q2 2025 Reduced 0.28%
$22.4B
$859 Million 0.31% of portfolio
16,070
Q3 2025 Added 93.96%
$303B
$866 Million 0.31% of portfolio
5,780
Q3 2025 Added 74.68%
$0
$696 Million 0.25% of portfolio
14,419
Q3 2025 Added 12.11%
$413B
$634 Million 0.23% of portfolio
12,774
Q3 2025 Added 44.32%
$317B
$588 Million 0.21% of portfolio
7,143
Q3 2025 Added 63.53%
$0
$561 Million 0.2% of portfolio
41,971
Q3 2025 Reduced 0.84%
$0
$525 Million 0.19% of portfolio
10,346
Q3 2025 Added 158.52%
$0
$493 Million 0.18% of portfolio
11,412
Q3 2025 Added 61.6%
$0
$506 Million 0.18% of portfolio
20,446
Q3 2025 Added 10.2%
$0
$514 Million 0.18% of portfolio
22,279
Q3 2025 Reduced 3.87%
$1.65T
$464 Million 0.17% of portfolio
2,212
Q3 2025 Added 82.66%
$0
$410 Million 0.15% of portfolio
17,437
Q3 2025 Reduced 0.81%
Aeluma Inc
-
$410 Million 0.15% of portfolio
-
Q3 2025 Added 17.75%
$388B
$405 Million 0.15% of portfolio
2,561
Q3 2025 Reduced 8.08%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $279 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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