Integrity Wealth Partners, LLC
Reported holdings as of Q1 2026, from 1 quarterly filings.
This filer last reported in Q1 2026; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | JEPI | $9.3M | 164,789 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFAC | $8.0M | 205,241 | - | new | FIRST | |
| APPLE INC | AAPL | $7.2M | 28,363 | - | new | FIRST | |
| NEOS ETF TRUST | SPYI | $5.6M | 113,495 | - | new | FIRST | |
| J P MORGAN EXCHANGE TRADED F | JEPQ | $4.9M | 89,005 | - | new | FIRST | |
| FIRST TR EXCHANGE-TRADED FD | FTHI | $4.7M | 205,814 | - | new | FIRST | |
| ISHARES TR | TLT | $3.7M | 42,876 | - | new | FIRST | |
| PIMCO DYNAMIC INCOME OPRNTS | PDO | $3.0M | 233,197 | - | new | FIRST | |
| LISTED FDS TR | MAGS | $2.7M | 47,340 | - | new | FIRST | |
| VANGUARD INDEX FDS | VTI | $2.6M | 8,094 | - | new | FIRST | |
| STATE STR SPDR S&P 500 ETF T | SPY | $2.3M | 3,534 | - | new | FIRST | |
| NEOS ETF TRUST | IAUI | $2.0M | 34,756 | - | new | FIRST | |
| ISHARES TR | QUAL | $1.9M | 10,096 | - | new | FIRST | |
| MICROSOFT CORP | MSFT | $1.7M | 4,548 | - | new | FIRST | |
| TIDAL TRUST I | GRNY | $1.5M | 61,758 | - | new | FIRST | |
| SPDR INDEX SHS FDS | SPDW | $1.4M | 31,664 | - | new | FIRST | |
| SSGA ACTIVE TR | XLSR | $1.4M | 24,756 | - | new | FIRST | |
| ISHARES TR | ACWI | $1.4M | 10,130 | - | new | FIRST | |
| SPDR SERIES TRUST | SPYG | $1.4M | 14,105 | - | new | FIRST | |
| LAM RESEARCH CORP | LRCX | $1.4M | 6,324 | - | new | FIRST | |
| ZACKS TRUST | ZECP | $1.3M | 39,798 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHG | $1.3M | 43,864 | - | new | FIRST | |
| ORACLE CORP | ORCL | $1.2M | 8,489 | - | new | FIRST | |
| ISHARES TR | IQLT | $1.2M | 26,761 | - | new | FIRST | |
| T ROWE PRICE EXCHANGE-TRADED | TTEQ | $1.2M | 40,067 | - | new | FIRST | |
| NUVEEN CA DIVI ADV MUN | NAC | $1.1M | 95,930 | - | new | FIRST | |
| SPDR INDEX SHS FDS | SPEM | $1.1M | 23,805 | - | new | FIRST | |
| ISHARES TR | IWF | $1.1M | 2,578 | - | new | FIRST | |
| VANGUARD TAX-MANAGED FDS | VEA | $1.1M | 16,455 | - | new | FIRST | |
| NEOS ETF TRUST | BTCI | $992.3K | 30,272 | - | new | FIRST | |
| ISHARES TR | IJR | $940.9K | 7,569 | - | new | FIRST | |
| ISHARES TR | IMCG | $923.2K | 11,720 | - | new | FIRST | |
| ISHARES TR | AGG | $857.4K | 8,637 | - | new | FIRST | |
| INTEL CORP | INTC | $844.0K | 19,126 | - | new | FIRST | |
| NVIDIA CORPORATION | NVDA | $839.3K | 4,812 | - | new | FIRST | |
| NUVEEN AMT FREE QLTY MUN INC | NEA | $824.1K | 73,386 | - | new | FIRST | |
| VISA INC | V | $812.4K | 2,688 | - | new | FIRST | |
| VANGUARD INDEX FDS | VO | $806.8K | 2,809 | - | new | FIRST | |
| SPDR SERIES TRUST | SPYM | $804.9K | 10,516 | - | new | FIRST | |
| ISHARES INC | URTH | $792.6K | 4,403 | - | new | FIRST | |
| FIRST TR EXCHANGE-TRADED FD | FTCS | $787.4K | 8,489 | - | new | FIRST | |
| SPDR GOLD TR | GLD | $764.6K | 1,777 | - | new | FIRST | |
| ALPHABET INC | GOOGL | $753.9K | 2,622 | - | new | FIRST | |
| BLACKROCK TAX MUNICPAL BD TR | BBN | $717.1K | 44,345 | - | new | FIRST | |
| GRAYSCALE ETHEREUM STAKING | ETH | $706.7K | 35,290 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHD | $669.0K | 21,805 | - | new | FIRST | |
| ISHARES INC | ACWV | $657.4K | 5,501 | - | new | FIRST | |
| NXG NEXTGEN INFRASTR INCM FD | NXG | $578.7K | 10,536 | - | new | FIRST | |
| BLACKROCK MUN TARGET TERM TR | BTT | $564.9K | 24,887 | - | new | FIRST | |
| ZACKS TRUST | SMIZ | $555.0K | 14,972 | - | new | FIRST | |
| ISHARES TR | USMV | $517.0K | 5,574 | - | new | FIRST | |
| ZACKS TRUST | QUIZ | $508.7K | 18,870 | - | new | FIRST | |
| MONSTER BEVERAGE CORP NEW | MNST | $478.2K | 6,600 | - | new | FIRST | |
| SPDR SERIES TRUST | SPMD | $470.4K | 7,943 | - | new | FIRST | |
| UBER TECHNOLOGIES INC | UBER | $465.7K | 6,475 | - | new | FIRST | |
| ISHARES TR | IVV | $452.7K | 693 | - | new | FIRST | |
| ISHARES TR | IJH | $432.5K | 6,405 | - | new | FIRST | |
| AMAZON COM INC | AMZN | $431.5K | 2,072 | - | new | FIRST | |
| SPDR SERIES TRUST | SPYV | $428.7K | 7,578 | - | new | FIRST | |
| FIDELITY COVINGTON TRUST | FVAL | $419.4K | 6,043 | - | new | FIRST | |
| GOLDMAN SACHS GROUP INC | GS | $411.3K | 486 | - | new | FIRST | |
| SPDR SERIES TRUST | LGLV | $403.1K | 2,263 | - | new | FIRST | |
| ADVANCED MICRO DEVICES INC | AMD | $402.4K | 1,978 | - | new | FIRST | |
| SERVICENOW INC | NOW | $398.8K | 3,814 | - | new | FIRST | |
| SPDR SERIES TRUST | SPSM | $397.0K | 8,224 | - | new | FIRST | |
| BLACKROCK ETF TRUST | DYNF | $395.0K | 6,790 | - | new | FIRST | |
| VANGUARD INDEX FDS | VXF | $393.0K | 1,909 | - | new | FIRST | |
| SSGA ACTIVE TR | FISR | $383.0K | 14,891 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VMBS | $370.2K | 7,884 | - | new | FIRST | |
| COSTCO WHOLESALE CORPORATION | COST | $351.7K | 353 | - | new | FIRST | |
| INVESCO EXCHANGE TRADED FD T | PKW | $349.6K | 2,664 | - | new | FIRST | |
| ISHARES TR | IWR | $340.3K | 3,500 | - | new | FIRST | |
| SPDR SERIES TRUST | SPIB | $336.1K | 10,022 | - | new | FIRST | |
| MCDONALDS CORP | MCD | $324.5K | 1,044 | - | new | FIRST | |
| DIMENSIONAL ETF TRUST | DFUS | $324.3K | 4,573 | - | new | FIRST | |
| NUVEEN TAXABLE MUNICPAL INM | NBB | $315.1K | 20,124 | - | new | FIRST | |
| PRINCIPAL EXCHANGE TRADED FD | PY | $307.5K | 5,973 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VGSH | $302.5K | 5,168 | - | new | FIRST | |
| SPDR SERIES TRUST | VLU | $301.0K | 1,400 | - | new | FIRST | |
| ALPHABET INC | GOOG | $294.3K | 1,026 | - | new | FIRST | |
| ISHARES TR | IOO | $290.2K | 2,399 | - | new | FIRST | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $278.8K | 825 | - | new | FIRST | |
| SCHWAB STRATEGIC TR | SCHE | $268.5K | 8,150 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VCIT | $261.5K | 3,160 | - | new | FIRST | |
| GUGGENHEIM TAXABLE MUNICP BO | GBAB | $254.4K | 17,543 | - | new | FIRST | |
| AMGEN INC | AMGN | $244.2K | 694 | - | new | FIRST | |
| BROADCOM INC | AVGO | $238.3K | 770 | - | new | FIRST | |
| SPDR INDEX SHS FDS | GWX | $234.5K | 5,553 | - | new | FIRST | |
| VANGUARD INDEX FDS | VOE | $215.3K | 1,168 | - | new | FIRST | |
| SPDR SERIES TRUST | SPAB | $214.1K | 8,358 | - | new | FIRST | |
| CHEVRON CORPORATION | CVX | $212.1K | 1,025 | - | new | FIRST | |
| JOHNSON & JOHNSON | JNJ | $209.6K | 857 | - | new | FIRST | |
| META PLATFORMS INC | META | $209.5K | 366 | - | new | FIRST | |
| VANGUARD INTL EQUITY INDEX F | VWO | $205.6K | 3,804 | - | new | FIRST | |
| ISHARES BITCOIN TRUST ETF | IBIT | $204.4K | 5,321 | - | new | FIRST | |
| ISHARES TR | IVW | $201.0K | 1,777 | - | new | FIRST | |
| VANGUARD SCOTTSDALE FDS | VCSH | $200.3K | 2,527 | - | new | FIRST | |
| BLACKROCK CORE BD TR | BHK | $192.8K | 21,048 | - | new | FIRST | |
| CBRE GBL REAL ESTATE INC FD | IGR | $129.0K | 29,386 | - | new | FIRST |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Funds & ETFs | $10.0M | 9.0% |
| Computer Hardware | $7.2M | 6.5% |
| Software & IT Services | $4.6M | 4.1% |
| Semiconductors & Electronics | $2.6M | 2.3% |
| Capital Markets | $2.1M | 1.9% |
| Other sectors | $4.9M | 4.4% |
| Not classified | $79.7M | 71.8% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | $111.1M | 99 | 0 | 0 | 0 | 0 | 46.7% | 27 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.