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Integrity Wealth Advisors - Q4 2025 13F Filings

IN

Integrity Wealth Advisors, Inc.

CIK: 0001951908
Address: California Ventura 196 S. Fir St., Suite 140
$146.76 M
Portfolio Value
77
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 05/14/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. GTO Invesco Total Return Bond Etf
+$4.78 M
2. JPST Jpmorgan Ultra-Short Income Etf
+$3.1 M
3. QQQM Invesco Nasdaq 100 Etf
+$2.66 M
4. RWL Invesco S&P 500 Revenue Etf
+$2.1 M
5. SPLG Spdr Portfolio S&P 500 Etf
+$1.92 M

Top Sells

Q4 2025
1. FPE First Trust Preferred Securities & Income Etf
−$26.86 M
2. DINT Davis Select International Etf
−$26.54 M
3. RDVY First Trust Rising Dividend Achievers Etf
−$18.8 M
4. GNSS Genasys
−$16.8 M
5. GOOG Alphabet
−$13.25 M

Asset Allocation

Stocks/ETFs
-48.43%
$142.69 M 97.22%
Options
+585.42%
$4.07 M 2.78%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Integrity Wealth Advisors Q4 2025 Filing Summary

Integrity Wealth Advisors, Inc. filed its 13F report for Q4 2025 on February 17, 2026. The portfolio totaled 146.76 M reflecting a -47.37% change from the prior quarter, spanning 77 assets. The top 10 holdings comprised 64.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 18 new positions and 20 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Integrity Wealth Advisors’s Q4 2025 Filing

Integrity Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 02/17/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Integrity Wealth Advisors reported a managed portfolio value of 146.76 M, consisting of 77 individual positions.

This page displays the raw filing documents. To see which stocks Integrity Wealth Advisors bought or sold during Q4 2025, please visit Integrity Wealth Advisors's Portfolio Analysis page.