Integrity Financial Corp /Wa

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$201.0M
Q ending 2026-03-31
Prior quarter
$197.5M
Q ending 2025-12-31
Change
+1.8% QoQ · +13.9% YoY
Positions
292
reported holdings

Largest positions

Top 100 of 292 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
State Str Spdr S&P 500 Etf TSPYShares$25.1M38K
Invesco Qqq TrQQQShares$14.5M25K
Franklin Templeton Etf TrFLQMShares$8.7M159K
Apple IncAAPLShares$8.3M33K
Microsoft CorpMSFTShares$5.3M14K
Hartford Fds Exchange TradedHTRBShares$5.2M155K
Jpmorgan Chase & CoJPMShares$4.9M17K
Mfs Active Exchange Traded FMFSIShares$4.7M159K
Cohen & Steers Etf TrustCSREShares$4.4M166K
First Tr Exchng Traded Fd ViFJANShares$3.4M68K
Amazon Com IncAMZNShares$3.1M15K
Alphabet IncGOOGLShares$3.1M11K
Nvidia CorporationNVDAShares$3.1M18K
Vanguard Index FdsVOOShares$2.7M4K
First Tr Exchng Traded Fd ViBUFDShares$2.4M85K
First Tr Exchng Traded Fd ViFFEBShares$2.3M42K
Alphabet IncGOOGShares$2.3M8K
Brown & Brown IncBROShares$2.3M36K
First Tr Exchng Traded Fd ViBUFRShares$2.3M67K
First Tr Exchng Traded Fd ViFMARShares$2.2M46K
First Tr Exchng Traded Fd ViFSEPShares$2.2M43K
Invesco Exchange Traded Fd TSPHQShares$1.9M26K
First Tr Exchng Traded Fd ViFNOVShares$1.9M36K
First Tr Exchng Traded Fd ViFDECShares$1.9M38K
Principal Exchange Traded FdPSCShares$1.9M33K
Ishares TrIQLTShares$1.8M40K
First Tr Exchng Traded Fd ViFJUNShares$1.6M29K
First Tr Exchng Traded Fd ViFMAYShares$1.6M30K
Tesla IncTSLAShares$1.6M4K
First Tr Exchng Traded Fd ViFJULShares$1.4M25K
First Tr Exchange-Traded FdFTSLShares$1.4M31K
First Tr Exchng Traded Fd ViFAUGShares$1.4M27K
First Tr Exchange Traded FdRDVYShares$1.3M19K
Putnam Etf TrustPVALShares$1.3M28K
First Tr Exchng Traded Fd ViDDECShares$1.2M27K
Ishares TrAORShares$1.2M18K
First Tr Exchng Traded Fd ViDFEBShares$1.2M24K
First Tr Exchng Traded Fd ViDMARShares$1.1M27K
Berkshire Hathaway Inc DelBRK/BShares$1.1M2K
Spdr Gold TrGLDShares$1.1M3K
First Tr Exchng Traded Fd ViFOCTShares$1.1M23K
First Tr Exchng Traded Fd ViFAPRShares$1.0M23K
Citigroup IncCShares$1.0M9K
Meta Platforms IncMETAShares$996K2K
Costco Wholesale CorporationCOSTShares$974K977
First Tr Exchng Traded Fd ViDAUGShares$956K22K
Pgim Etf TrPHYLShares$913K26K
Dell Technologies IncDELLShares$896K5K
First Tr Exchng Traded Fd ViDMAYShares$891K20K
Broadcom IncAVGOShares$853K3K
First Tr Exchng Traded Fd ViDOCTShares$852K20K
First Tr Exchng Traded Fd ViDJANShares$842K20K
First Tr Exchng Traded Fd ViDSEPShares$822K19K
Visa IncVShares$818K3K
Deere & CoDEShares$813K1K
First Tr Exchng Traded Fd ViGJULShares$768K19K
Chevron CorporationCVXShares$765K4K
Ishares Silver TrSLVShares$762K11K
First Tr Exchng Traded Fd ViDJULShares$757K16K
Cisco Sys IncCSCOShares$752K10K
Exxon Mobil CorpXOMShares$752K4K
Republic Svcs IncRSGShares$717K3K
First Tr Exchng Traded Fd ViDJUNShares$716K15K
Schwab Strategic TrSCHXShares$702K27K
Walmart IncWMTShares$670K5K
Blackrock IncBLKShares$648K674
Vanguard Specialized FundsVIGShares$644K3K
Bank America CorpBACShares$636K13K
Intel CorpINTCShares$631K14K
International Business MachsIBMShares$629K3K
Vanguard Index FdsVUGShares$622K1K
Texas Instrs IncTXNShares$619K3K
Vanguard World FdVGTShares$605K867
First Tr Exchng Traded Fd ViGJUNShares$602K15K
Emerson Elec CoEMRShares$595K5K
Eli Lilly & CoLLYShares$581K631
Forward Air CorpFWRDShares$556K33K
First Tr Exchange-Traded FdFTCSShares$547K6K
Wisdomtree TrDNLShares$543K13K
Ishares TrAOMShares$541K11K
Ishares TrIVVShares$525K804
Ishares TrAOAShares$502K6K
First Tr Exchng Traded Fd ViGFEBShares$480K12K
Capital One Finl CorpCOFShares$470K3K
Ishares TrQUALShares$454K2K
First Tr Exchange-Traded FdFVDShares$452K10K
Corning IncGLWShares$445K3K
Asml Hldg NvShares$441K334
First Tr Exchng Traded Fd ViDAPRShares$439K11K
Illinois Tool Wks IncITWShares$420K2K
Paccar IncPCARShares$418K4K
Morgan StanleyMSShares$416K3K
Union Pac CorpUNPShares$410K2K
Taiwan Semiconductor ManufacTSMShares$408K1K
First Tr Exchng Traded Fd ViDNOVShares$407K8K
Netflix Inc.NFLXShares$401K4K
Qualcomm IncQCOMShares$390K3K
Fs Kkr Cap CorpFSKShares$372K35K
Caterpillar IncCATShares$372K525
Ge AerospaceGEShares$368K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.