Integrity Investment Advisors, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$151M
Signature - Title
Todd Moerman - CCO
Location
Fort Collins, CO
Summary
This page shows a list of all the recent 13F filings made by Integrity Investment Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integrity Investment Advisors, LLC reported 58 stock holdings with total value $151M as of Q3 2025. Top holdings included IVV, SPHQ, SPMO, IGM, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 58 $151M +$19.1M -$6.1M +$13M IVV, SPHQ, SPMO, IGM, DFCF 13F-HR 11/12/2025, 06:35 PM
Q2 2025 51 $130M +$11.9M -$776K +$11.1M IVV, SPHQ, JEPI, AVUS, DFCF 13F-HR 8/12/2025, 06:29 PM
Q1 2025 45 $109M $0 $0 IVV, JEPI, SPHQ, DFCF, AVUS 13F-HR 5/5/2025, 05:51 PM