Integrity Investment Advisors, LLC holds a focused book of 72 stocks worth $229.8M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 21% of the equity book. Cloning the disclosed picks since 2025 would be +28% (+22.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2066359/holdings"
Use Arkolith to show Integrity Investment Advisors, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Integrity Investment Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Integrity Investment Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 72 | $21.3B |
| Kestra Advisory Services, LLC | 80 / 72 | $8.7B |
| MORGAN STANLEY | 79 / 72 | $511.4B |
| WELLS FARGO & COMPANY/MN | 79 / 72 | $150.4B |
| ROYAL BANK OF CANADA | 79 / 72 | $144.4B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 72 | $95.6B |
| RAYMOND JAMES FINANCIAL INC | 79 / 72 | $90.6B |
| LPL Financial LLC | 79 / 72 | $88.5B |
Ranked by how many of Integrity Investment Advisors, LLC's top 72 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $47.6M | 63.6K | 20.7% | ▼−6.2% Reduced · −4K sh | |
| 2 | Dimensional ETF Trust CORE FIXE IN ETF | $18.6M | 440.5K | 8.1% | ▲+77% Added · +191K sh | |
| 3 | Invesco Exchange Traded FD T S&P500 QUALITY | $12.2M | 135.5K | 5.3% | ▲+8.7% Added · +11K sh | |
| 4 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $11.8M | 72.7K | 5.1% | ▼−15% Reduced · −13K sh | |
| 5 | American Centy ETF TR US EQT ETF | $10.5M | 82.2K | 4.6% | ▲+24% Added · +16K sh | |
| 6 | American Centy ETF TR INTL EQT ETF | $10.4M | 116.6K | 4.5% | ▲+43% Added · +35K sh | |
| 7 | Ishares TR EXPND TEC SC ETF | $9.3M | 56.8K | 4.0% | ▼−5.2% Reduced · −3K sh | |
| 8 | Pimco ETF TR MULTISECTOR BD | $8.9M | 336.2K | 3.9% | ▲+10% Added · +31K sh | |
| 9 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $8.1M | 103.1K | 3.5% | ▲+0.2% Added · +184 sh | |
| 10 | Vanguard Scottsdale FDS INT-TERM CORP | $7.8M | 94.3K | 3.4% | ▲+31% Added · +22K sh | |
| 11 | Dimensional ETF Trust INTL CORE EQT MK | $7.5M | 181.9K | 3.3% | ▲+86% Added · +84K sh | |
| 12 | Vanguard BD Index FDS SHORT TRM BOND | $6.5M | 82.8K | 2.8% | ▲+18% Added · +13K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $6.3M | 65.1K | 2.7% | ▲+94% Added · +32K sh | |
| 14 | BlackRock ETF Trust ISHA SYST AL ETF | $6.0M | 214.4K | 2.6% | ▲New New position | |
| 15 | Apple Inc COM | $5.7M | 19.7K | 2.5% | ▼−3.8% Reduced · −781 sh | |
| 16 | Dimensional ETF Trust US HIGH PROF ETF | $5.3M | 127.8K | 2.3% | ▲+19% Added · +21K sh | |
| 17 | Broadcom Inc COM | $5.0M | 13.2K | 2.2% | ▼−3.0% Reduced · −414 sh | |
| 18 | Intel Corp COM | $3.7M | 26.5K | 1.6% | ▲New New position | |
| 19 | First TR Exchange-Traded FD NASDQ CLN EDGE | $2.8M | 14.4K | 1.2% | ▲+87% Added · +7K sh | |
| 20 | Global X FDS US INFR DEV ETF | $2.6M | 44.9K | 1.2% | ▲+101% Added · +23K sh | |
| 21 | Nvidia Corporation COM | $1.7M | 8.7K | 0.8% | ▼−32% Reduced · −4K sh | |
| 22 | Ea Series Trust ALPHA ARCH 1-3 | $1.7M | 14.7K | 0.8% | ▼−4.8% Reduced · −745 sh | |
| 23 | Vanguard Wellington FD SHORT TRM TAX EX | $1.6M | 15.4K | 0.7% | ▼−22% Reduced · −4K sh | |
| 24 | Dimensional ETF Trust US COR EQU 2 ETF | $1.5M | 33.9K | 0.7% | ▼−17% Reduced · −7K sh | |
| 25 | Microsoft Corp COM | $1.4M | 3.7K | 0.6% | ▼−7.0% Reduced · −275 sh | |
| 26 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.3M | 2.7K | 0.6% | ▲+33% Added · +675 sh | |
| 27 | Schwab Strategic TR US LRG CAP ETF | $1.3M | 43.0K | 0.6% | ▲+309% Added · +33K sh | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.2M | 17.2K | 0.5% | ▲+7.5% Added · +1K sh | |
| 29 | Vaneck ETF Trust SEMICONDUCTR ETF | $1.2M | 1.8K | 0.5% | ▲+5.8% Added · +99 sh | |
| 30 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.0M | 16.9K | 0.4% | ▲+3.4% Added · +562 sh | |
| 31 | Alphabet Inc CAP STK CL C | $1.0M | 2.8K | 0.4% | ▼−3.6% Reduced · −108 sh | |
| 32 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $931K | 13.8K | 0.4% | ▼−11% Reduced · −2K sh | |
| 33 | ASML Hldg NV N Y REGISTRY SHS | $922K | 463 | 0.4% | ▼−19% Reduced · −112 sh | |
| 34 | Vanguard Mun BD FDS TAX EXEMPT BD | $883K | 17.5K | 0.4% | ▼−23% Reduced · −5K sh | |
| 35 | Meta Platforms Inc CL A | $859K | 1.5K | 0.4% | ▼−4.7% Reduced · −75 sh | |
| 36 | Lockheed Martin Corp COM | $832K | 1.6K | 0.4% | ▼−3.7% Reduced · −63 sh | |
| 37 | Amazon Com Inc COM | $734K | 3.1K | 0.3% | ▼−9.4% Reduced · −320 sh | |
| 38 | Ishares TR RUSSELL 2000 ETF | $601K | 2.0K | 0.3% | —Held | |
| 39 | Vanguard Index FDS S&P 500 ETF SHS | $600K | 873 | 0.3% | ▼−87% Reduced · −6K sh | |
| 40 | Vanguard Index FDS TOTAL STK MKT | $578K | 1.6K | 0.3% | ▲+25% Added · +308 sh | |
| 41 | State STR SPDR S&P 500 ETF T TR UNIT | $576K | 772 | 0.3% | ▼−2.4% Reduced · −19 sh | |
| 42 | Alphabet Inc CAP STK CL A | $544K | 1.5K | 0.2% | ▼−27% Reduced · −550 sh | |
| 43 | Schwab Strategic TR US SML CAP ETF | $538K | 14.9K | 0.2% | ▲+0.1% Added · +18 sh | |
| 44 | Schwab Strategic TR INTL EQTY ETF | $509K | 18.4K | 0.2% | ▲+0.5% Added · +83 sh | |
| 45 | Vanguard Mun BD FDS INTERMEDIATE TRM | $481K | 4.8K | 0.2% | ▼−43% Reduced · −4K sh | |
| 46 | Ishares Inc CORE MSCI EMKT | $475K | 5.7K | 0.2% | ▲+3.0% Added · +165 sh | |
| 47 | Vanguard Specialized Funds DIV APP ETF | $458K | 1.9K | 0.2% | ▼−75% Reduced · −6K sh | |
| 48 | Ishares Gold TR ISHARES NEW | $458K | 6.1K | 0.2% | —Held | |
| 49 | Netflix Inc. COM | $449K | 6.3K | 0.2% | ▼−2.3% Reduced · −151 sh | |
| 50 | Advanced Micro Devices Inc COM | $425K | 732 | 0.2% | ▼−26% Reduced · −262 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 21, 2026 | 72 | $229.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 74 | $184.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 80 | $181.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 58 | $150.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 51 | $130.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 45 | $109.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.