Arkolith/Funds/Integrity Alliance, LLC.

Integrity Alliance, LLC.

CIK 1352260
Holdings as of Jun 30, 2026·disclosed Jul 31, 2026·~31-day 13F lag·13F-HR
Active Filer

Integrity Alliance, LLC. holds a diversified book of 823 stocks worth $3.2B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Dimensional US Core Equity 2. Their largest long position is Ishares Core S&P 500 ETF at 4% of the equity book. They also disclosed $3.4M in put options (a bearish bet) and $15.2M in call options (bullish), shown separately below and excluded from the equity book.

Opened
190
bought for the first time
Added to
400
already held, bought more
Trimmed
242
sold some, still holds it
Sold out
54
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
16%
Top 10 holdings
25%
Top 20 holdings
37%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Information Technology
10%
Consumer Discretionary
4%
Financials
3%
Industrials
3%
Consumer Staples
2%
Health Care
2%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Integrity Alliance, LLC.

Manager / fundShared namesTheir $ in those
COMMONWEALTH EQUITY SERVICES, LLC80 / 80$21.7B
Integrated Wealth Concepts LLC80 / 80$5.5B
ENVESTNET ASSET MANAGEMENT INC79 / 80$144.2B
OSAIC HOLDINGS, INC.79 / 80$21.7B
MML INVESTORS SERVICES, LLC79 / 80$17.9B
CWM, LLC79 / 80$13.9B
Kestra Advisory Services, LLC79 / 80$9.5B
AE Wealth Management LLC79 / 80$6.0B

Ranked by how many of Integrity Alliance, LLC.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

823 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$139.5M186.2K
4.4%
+2.0%
Added · +4K sh
2SPDR Series Trust
ST STR P500ETF
$114.7M1.31M
3.6%
+30%
Added · +297K sh
3Dimensional ETF Trust
US COR EQU 2 ETF
$109.1M2.46M
3.4%
−1.4%
Reduced · −34K sh
4Ishares TR
CORE US AGGBD ET
$76.7M775.0K
2.4%
+115%
Added · +415K sh
5Invesco QQQ TR
UNIT SER 1
$73.9M100.3K
2.3%
+12%
Added · +10K sh
6Apple Inc
COM
$64.7M223.5K
2.0%
+2.7%
Added · +6K sh
7General Mills Inc
COM
$56.6M1.63M
1.8%
~0%
Reduced · −376 sh
8Vanguard Index FDS
S&P 500 ETF SHS
$54.3M79.1K
1.7%
+101%
Added · +40K sh
9Ishares TR
CORE UNIVRSL USD
$53.6M1.16M
1.7%
+34%
Added · +297K sh
10Dimensional ETF Trust
GLOBAL CR ETF
$49.5M905.7K
1.6%
+7.5%
Added · +63K sh
11Nvidia Corporation
COM
$49.0M244.8K
1.5%
+0.3%
Added · +704 sh
12Vanguard Index FDS
VALUE ETF
$45.4M208.3K
1.4%
+2.6%
Added · +5K sh
13Wisdomtree TR
US LARGECAP FUND
$43.8M562.9K
1.4%
+114%
Added · +300K sh
14Ishares TR
S&P 500 GRWT ETF
$42.9M312.1K
1.4%
+8.2%
Added · +24K sh
15Amazon Com Inc
COM
$39.9M167.3K
1.3%
+1.7%
Added · +3K sh
16BlackRock ETF Trust
ISHA I IN TE ETF
$37.3M708.3K
1.2%
−16%
Reduced · −138K sh
17BlackRock ETF Trust
ISHARES US EQUIT
$37.0M543.4K
1.2%
−9.3%
Reduced · −56K sh
18Dimensional ETF Trust
GLOB CO PLUS ETF
$35.4M649.4K
1.1%
+5.5%
Added · +34K sh
19State STR SPDR Dow Jones Ind
UT SER 1
$33.9M64.9K
1.1%
+3.2%
Added · +2K sh
20Ishares TR
US TREAS BD ETF
$32.3M1.42M
1.0%
+116%
Added · +761K sh
21Microsoft Corp
COM
$31.5M84.6K
1.0%
+3.9%
Added · +3K sh
22Wisdomtree TR
FLOATNG RAT TREA
$31.4M623.2K
1.0%
+4.0%
Added · +24K sh
23Ishares TR
MBS ETF
$28.9M305.7K
0.9%
+8.8%
Added · +25K sh
24Ishares TR
S&P 500 VAL ETF
$28.9M127.2K
0.9%
−21%
Reduced · −34K sh
25Ishares TR
EAFE GRWTH ETF
$27.4M220.6K
0.9%
+105%
Added · +113K sh
26Dimensional ETF Trust
US SMALL CAP ETF
$27.3M704.5K
0.9%
−0.1%
Reduced · −1K sh
27Dimensional ETF Trust
US HIGH PROF ETF
$26.7M639.4K
0.8%
−0.4%
Reduced · −3K sh
28Alphabet Inc
CAP STK CL A
$25.8M72.2K
0.8%
+5.9%
Added · +4K sh
29SPDR Series Trust
ST INTER BD ETF
$25.4M758.7K
0.8%
+8.5%
Added · +59K sh
30Ishares TR
EAFE VALUE ETF
$25.2M329.7K
0.8%
−33%
Reduced · −161K sh
31Berkshire Hathaway Inc Del
CL B NEW
$24.8M49.5K
0.8%
+3.1%
Added · +1K sh
32SPDR Series Trust
ST STR BLO 1 ETF
$24.7M269.5K
0.8%
+4.6%
Added · +12K sh
33Dimensional ETF Trust
INTL CORE EQUITY
$24.2M650.4K
0.8%
−1.8%
Reduced · −12K sh
34State STR SPDR S&P 500 ETF T
TR UNIT
$24.2M32.4K
0.8%
+12%
Added · +3K sh
35Ishares TR
US SML CAP EQT
$23.2M259.8K
0.7%
−0.4%
Reduced · −1K sh
36Ishares Inc
CORE MSCI EMKT
$21.5M260.0K
0.7%
−29%
Reduced · −104K sh
37Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$20.3M125.9K
0.6%
−8.3%
Reduced · −11K sh
38Ishares TR
20 YR TR BD ETF
$18.7M216.6K
0.6%
−10%
Reduced · −25K sh
39Dimensional ETF Trust
SHOR DUR FIX ETF
$18.5M387.0K
0.6%
−0.8%
Reduced · −3K sh
40Walmart Inc
COM
$17.6M155.8K
0.6%
−1.1%
Reduced · −2K sh
41SPDR Series Trust
ST STR P500GRW
$17.5M146.9K
0.5%
+6.5%
Added · +9K sh
42Ishares TR
CORE MSCI EAFE
$16.7M172.9K
0.5%
+493%
Added · +144K sh
43Schwab Strategic TR
US LCAP GR ETF
$16.5M488.0K
0.5%
+3.2%
Added · +15K sh
44Ishares TR
MSCI EAFE ETF
$16.4M157.5K
0.5%
+3.9%
Added · +6K sh
45Northern LTS FD TR IV
MAIN SECTR ROTN
$15.6M216.2K
0.5%
+2.4%
Added · +5K sh
46Caterpillar Inc
COM
$15.3M14.3K
0.5%
−3.5%
Reduced · −526 sh
47Costco Wholesale Corporation
COM
$15.2M16.2K
0.5%
−4.8%
Reduced · −822 sh
48Seagate Technology HLDNGS PL
ORD SHS
$14.6M15.2K
0.5%
−29%
Reduced · −6K sh
49Ishares TR
0-3 MTH TREASURY
$14.5M144.0K
0.5%
+158%
Added · +88K sh
50Dimensional ETF Trust
CORE FIXE IN ETF
$14.4M341.4K
0.5%
−8.5%
Reduced · −32K sh
Showing 50 of 823 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$3.4M
Call notional (bullish)$15.2M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishMICRON TECHNOLOGY INCMU$7.2M6K
PUT · bearishWALMART INCWMT$2.8M24K
CALL · bullishMICROSOFT CORPMSFT$1.2M3K
CALL · bullishTESLA INCTSLA$967K2K
CALL · bullishNVIDIA CORPNVDA$780K4K
PUT · bearishMETA PLATFORMS INC-CLASS AMETA$676K1K
CALL · bullishGENERAL MILLS INCGIS$539K16K
CALL · bullishSEAGATE TECHNOLOGY HOLDINGSSTX$483K500
CALL · bullishECHOSTAR CORP-ASATS$467K5K
CALL · bullishAMAZON.COM INCAMZN$453K2K
CALL · bullishCORNING INCGLW$358K1K
CALL · bullishSYNOPSYS INCSNPS$357K800
CALL · bullishEXPEDIA GROUP INCEXPE$333K1K
CALL · bullishAPPLOVIN CORP-CLASS AAPP$309K600
CALL · bullishBROADCOM INCAVGO$264K700
CALL · bullishALPHABET INC-CL AGOOGL$179K500
CALL · bullishPALANTIR TECHNOLOGIES INC-APLTR$175K2K
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$169K300
CALL · bullishFORTINET INCFTNT$154K1K
CALL · bullishAPPLE INCAAPL$145K500
CALL · bullishCOREWEAVE INC-CL ACRWV$129K1K
CALL · bullishUNITEDHEALTH GROUP INCUNH$125K300
CALL · bullishSERVICENOW INCNOW$89K900
CALL · bullishINTL BUSINESS MACHINES CORPIBM$56K200
CALL · bullishALPHABET INC-CL CGOOG$35K100

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 35 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 31, 2026858$3.2B13F-HR
Q1 2026Mar 31, 2026May 11, 2026756$2.6B13F-HR
Q4 2025Dec 31, 2025Feb 9, 2026785$2.7B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025564$2.1B13F-HR
Q2 2025Jun 30, 2025Aug 4, 2025477$1.8B13F-HR
Q1 2025Mar 31, 2025May 20, 2025644$2.5B13F-HR
Q4 2024Dec 31, 2024May 8, 2025215$922.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.