Integrity Wealth Advisors, Inc.

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

Reported value
$167.7M
Q ending 2026-03-31
Prior quarter
$146.8M
Q ending 2025-12-31
Change
+14.3% QoQ · +22.9% YoY
Positions
73
reported holdings

Largest positions

All 73 reported positions, 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
First Tr Exchange Traded FdRDVYShares$20.7M304K
Davis Fundamental Etf TrDINTShares$16.7M621K
First Tr Exch Traded Fd IiiFPEShares$12.3M695K
Genasys IncGNSSShares$11.8M6.5M
Alphabet IncGOOGShares$8.8M31K
Invesco Actively Managed ExcGTOShares$8.6M184K
Berkshire Hathaway Inc DelBRK/BShares$8.3M17K
J P Morgan Exchange Traded FJPSTShares$5.9M117K
Janus Detroit Str TrJAAAShares$5.6M111K
Boeing CoBAShares$5.2M26K
Spdr Series TrustSPTIShares$4.5M157K
Invesco Exch Traded Fd Tr IiQQQMShares$4.4M18K
Invesco Exch Traded Fd Tr IiRWLShares$3.6M31K
Spdr Series TrustSPYMShares$3.5M46K
Ishares TrIEFAShares$3.3M36K
Apple IncAAPLShares$3.2M13K
First Tr Exchange-Traded FdCIBRShares$2.5M41K
Ishares TrFALNShares$2.4M88K
International Business MachsIBMShares$2.3M9K
Davis Fundamental Etf TrDWLDShares$2.0M46K
J P Morgan Exchange Traded FJMEEShares$2.0M30K
Energy Fuels IncUUUUShares$1.7M91K
Spdr Series TrustSPTLShares$1.5M56K
Ishares TrIJHShares$1.4M21K
Beam GlobalBEEMShares$1.2M837K
Nvidia CorporationNVDAShares$1.2M7K
Vaneck Etf TrustSMHShares$1.2M3K
Pimco Etf TrPYLDShares$1.2M45K
Amgen IncAMGNShares$1.1M3K
Wisdomtree TrUSFRShares$1.0M21K
Microsoft CorpMSFTShares$1.0M3K
Amazon Com IncAMZNShares$1.0M5K
Schwab Strategic TrSCHRShares$1.0M41K
Ishares IncIEMGShares$946K14K
Micron Technology IncMUShares$888K3K
Tesla IncTSLAShares$872K2K
Calamos Lng Shr Eqt DynamicCPZShares$774K57K
Chevron CorporationCVXShares$706K3K
J P Morgan Exchange Traded FJEPQShares$641K12K
Energy Fuels IncUUUUCall$639K35K
First Tr Exchange-Traded FdFCGShares$594K19K
First Tr Exchange-Traded FdLMBSShares$590K12K
Invesco Actvely Mngd Etc FdPDBCShares$537K31K
Spdr Gold TrGLDShares$519K1K
Meta Platforms IncMETAShares$479K838
Edison IntlEIXShares$438K6K
Intel CorpINTCShares$431K10K
Franklin Templeton Etf TrFLMIShares$405K16K
Beam GlobalBEEMCall$404K275K
J P Morgan Exchange Traded FJPEFShares$399K6K
Bp PlcBPShares$382K8K
Bank America CorpBACShares$380K8K
Coterra Energy IncCTRAShares$362K10K
Wells Fargo & CoWFCShares$332K4K
Alphabet IncGOOGLShares$317K1K
Alibaba Group Hldg LtdBABAShares$309K2K
Invesco Actively Managed ExcRSPAShares$307K6K
J P Morgan Exchange Traded FJMUBShares$284K6K
Ishares Silver TrSLVShares$263K4K
Ishares TrGOVTShares$255K11K
Neos Etf TrustSPYIShares$250K5K
Iren LimitedShares$240K7K
Columbia Etf Tr IMUSTShares$239K12K
Etfis Ser Tr INFLTShares$236K10K
Home Depot IncHDShares$231K703
Aeluma IncALMUShares$230K18K
Ishares TrSHYGShares$217K5K
Fuel Tech IncFTEKShares$140K115K
Aberdeen India Fd IncIFNShares$115K10K
Streamex CorpSTEXCall$113K100K
Denison Mines CorpDNNShares$102K29K
Skyx Platforms CorpSKYXShares$73K65K
Streamex CorpSTEXShares$18K16K

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.