13F Filings History of Integrity Investment Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$181,569,607
Signature - Title
Todd Moerman - Managing Partner/ CEO
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 80 stock holdings with total value $181,569,607 as of Q4 2025. Top holdings included IVV, SPMO, DFCF, SPHQ, and IGM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 80 $181,569,607 +$51,113,399 -$22,288,170 +$28,825,229 IVV, SPMO, DFCF, SPHQ, IGM 13F-HR 12 Feb 2026, 21:14
Q3 2025 58 $150,834,148 +$19,105,135 -$6,096,232 +$13,008,903 IVV, SPHQ, SPMO, IGM, DFCF 13F-HR 12 Nov 2025, 18:35
Q2 2025 51 $130,048,656 +$11,856,187 -$776,038 +$11,080,149 IVV, SPHQ, JEPI, AVUS, DFCF 13F-HR 12 Aug 2025, 18:29
Q1 2025 45 $109,474,130 $0 $0 $0 IVV, JEPI, SPHQ, DFCF, AVUS 13F-HR 05 May 2025, 17:51