13F Filings History of INTEGRITY WEALTH ADVISORS, INC.

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
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 70 equity holdings with a total reported market value of $166,583,050 for Q1 2026. Top reported holdings included RDVY, DINT, FPE, GNSS, and GOOG.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Sharon Medina - Operations Manager
Manager location
Ventura, CA

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q1 2026
Latest value
$166,583,050
Quarter delta
+$23,895,524
Accepted
14 May 2026, 07:03
Rows shown
1-6 of 6
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
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
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