INTEGRITY WEALTH ADVISORS, INC. portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · in Form 13F holdings
See latest portfolio changes
$192.68M
Full value: $192,680,051 · USD · 30 Sep 2026Quarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 74 | $192,680,051 | +$40,350,606 | -$23,922,798 | +$16,427,808 | RDVY, DINT, GOOG, BRKB, JPST | 13F-HR | 29 Oct 2026, 08:07 |
| Q1 2026 | 70 | $166,583,050 | +$31,850,159 | -$1,950,568 | +$29,899,591 | RDVY, DINT, FPE, GNSS, GOOG | 13F-HR | 14 May 2026, 07:03 |
| Q4 2025 | 71 | $142,687,526 | +$25,202,291 | -$178,524,364 | -$153,322,073 | RDVY, DINT, FPE, GNSS, GOOG | 13F-HR | 17 Feb 2026, 15:17 |
| Q3 2025 | 75 | $278,239,350 | +$125,330,202 | -$253,012 | +$125,077,190 | DINT, FPE, RDVY, GNSS, BRKB | 13F-HR | 14 Nov 2025, 16:40 |
| Q2 2025 | 64 | $143,096,858 | +$13,131,972 | -$8,396,445 | +$4,735,527 | FPE, DINT, RDVY, GNSS, BRKB | 13F-HR | 14 Aug 2025, 13:43 |
| Q1 2025 | 60 | $136,464,953 | +$9,032,026 | -$5,445,011 | +$3,587,015 | FPE, DINT, GNSS, RDVY, BRKB | 13F-HR | 02 Jun 2025, 09:43 |
| Q4 2024 | 63 | $136,027,615 | $0 | $0 | $0 | FPE, GNSS, DINT, RDVY, GOOG | 13F-HR | 13 Feb 2025, 16:30 |
Showing 1-7 of 7 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 29 Oct 2026
- Latest reported 13F value
- $192,680,051
- Largest 13F holdings
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RDVY DINT GOOG BRKB JPST GTO QQQM GNSS ICLO SPYM FPE BA
+8 more
RWL SPTL IEFA JMEE AAPL CIBR UUUU SPTI - Form 13F summary
-
- INTEGRITY WEALTH ADVISORS, INC. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- INTEGRITY WEALTH ADVISORS, INC. reported 74 equity holdings with a total reported market value of $192,680,051 for Q3 2026. Top reported holdings included RDVY, DINT, GOOG, BRKB, and JPST.
- Manager signature
- Sharon Medina - Operations Manager
- Manager location
- Ventura, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
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Holdings Value