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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$370M
$1.05 Billion 0.38% of portfolio
40,143
Q3 2025 Added 107.76%

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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