Integrity Wealth Solutions LLC holds a diversified book of 129 reported positions worth $270.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Ishares Bitcoin Trust ETF and trimmed Vanguard Value ETF. Their largest long position is Vanguard Ftse Developed ETF at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +30% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Integrity Wealth Solutions LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Integrity Wealth Solutions LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with 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: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
+5 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Integrity Wealth Solutions LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Mirae Asset Global Investments Co., Ltd. | 32 / 80 | $276.7B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Kearns & Associates LLC | 14 / 80 | $192.3M |
| Prosperity Advisers, LLC | 22 / 80 | $123.7M |
| Vista Capital Partners, Inc. | 33 / 80 | $996.5M |
| Golden Road Advisors LLC | 19 / 80 | $175.5M |
| 9823 Capital, L.P. | 8 / 80 | $126.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Integrity Wealth Solutions LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $17.4M | 243.8K | 6.4% | ▲+0.2% Added · +513 sh | |
| 2 | Vanguard Index FDS GROWTH ETF | $15.5M | 180.2K | 5.7% | ▲+500% Added · +150K sh | |
| 3 | Vanguard Index FDS VALUE ETF | $13.4M | 61.5K | 5.0% | ▼−3.7% Reduced · −2K sh | |
| 4 | American Centy ETF TR US SML CP VALU | $10.6M | 85.1K | 3.9% | ▲+1.3% Added · +1K sh | |
| 5 | SPDR Series Trust ST STR SP600GRWO | $9.5M | 79.6K | 3.5% | ▲+1.6% Added · +1K sh | |
| 6 | Pgim ETF TR TOTA RETU BD ETF | $8.5M | 206.1K | 3.2% | ▼−3.3% Reduced · −7K sh | |
| 7 | Dimensional ETF Trust EMGR CRE EQT MNG | $7.1M | 177.7K | 2.6% | ▼−2.3% Reduced · −4K sh | |
| 8 | World Gold TR SPDR GLD MINIS | $7.0M | 87.6K | 2.6% | ▲+0.5% Added · +462 sh | |
| 9 | Dimensional ETF Trust US COR EQU 2 ETF | $6.7M | 150.6K | 2.5% | ▲~0% Added · +39 sh | |
| 10 | Vanguard Star FDS VG TL INTL STK F | $6.6M | 77.6K | 2.5% | ▲+3.9% Added · +3K sh | |
| 11 | Vanguard Malvern FDS CORE-PLUS BD ETF | $6.4M | 82.0K | 2.4% | ▲+0.3% Added · +275 sh | |
| 12 | Dimensional ETF Trust US REAL ESTA ETF | $6.1M | 231.8K | 2.2% | ▲+11% Added · +23K sh | |
| 13 | American Centy ETF TR US EQT ETF | $5.9M | 46.2K | 2.2% | ▲+0.2% Added · +101 sh | |
| 14 | SPDR Index SHS FDS ST STR PO EX ETF | $5.7M | 112.3K | 2.1% | ▼−3.1% Reduced · −4K sh | |
| 15 | Apple Inc COM | $5.5M | 19.1K | 2.0% | ▲+6.9% Added · +1K sh | |
| 16 | Dimensional ETF Trust INTL SMALL CAP E | $5.3M | 152.2K | 2.0% | ▲+5.7% Added · +8K sh | |
| 17 | SPDR Series Trust ST LON TREAS ETF | $5.1M | 194.4K | 1.9% | ▲+1.1% Added · +2K sh | |
| 18 | SPDR Series Trust ST STR MSCI USAQ | $4.6M | 24.4K | 1.7% | ▼−1.8% Reduced · −439 sh | |
| 19 | Vanguard Whitehall FDS HIGH DIV YLD | $4.3M | 27.4K | 1.6% | ▼−1.6% Reduced · −444 sh | |
| 20 | American Centy ETF TR INTL EQT ETF | $4.3M | 48.1K | 1.6% | ▲+15% Added · +6K sh | |
| 21 | Vanguard Index FDS SM CP VAL ETF | $4.3M | 17.5K | 1.6% | ▲+1.1% Added · +182 sh | |
| 22 | SPDR Index SHS FDS ST PORT MARK ETF | $3.7M | 71.6K | 1.4% | ▼−5.9% Reduced · −4K sh | |
| 23 | Nvidia Corporation COM | $3.7M | 18.5K | 1.4% | ▲+0.6% Added · +108 sh | |
| 24 | Vanguard Index FDS TOTAL STK MKT | $3.7M | 10.0K | 1.4% | ▲+17% Added · +1K sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $3.6M | 5.2K | 1.3% | ▼−3.5% Reduced · −193 sh | |
| 26 | SPDR Series Trust ST STR P500GRW | $3.3M | 28.0K | 1.2% | ▲+3.5% Added · +947 sh | |
| 27 | Thornburg ETF TR MULTI SECTOR BD | $3.3M | 129.5K | 1.2% | ▲+20% Added · +22K sh | |
| 28 | Dimensional ETF Trust INTL CORE EQT MK | $3.3M | 79.3K | 1.2% | ▲+1.1% Added · +827 sh | |
| 29 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.3M | 54.7K | 1.2% | ▼−5.9% Reduced · −3K sh | |
| 30 | Pimco ETF TR ENHAN SHRT MA AC | $3.2M | 31.4K | 1.2% | ▼−7.3% Reduced · −2K sh | |
| 31 | Vanguard Index FDS SML CP GRW ETF | $2.9M | 8.0K | 1.1% | ▲+1.3% Added · +101 sh | |
| 32 | SPDR Series Trust ST STR TIPS ETF | $2.8M | 109.7K | 1.0% | ▲+2.2% Added · +2K sh | |
| 33 | SPDR Series Trust ST STR P500ETF | $2.8M | 32.0K | 1.0% | ▲+3.2% Added · +991 sh | |
| 34 | Tesla Inc COM | $2.7M | 6.5K | 1.0% | ▼−0.1% Reduced · −6 sh | |
| 35 | Vanguard Intl Equity Index F FTSE SMCAP ETF | $2.6M | 16.5K | 0.9% | ▲+0.3% Added · +42 sh | |
| 36 | Vanguard Mun BD FDS INTERMEDIATE TRM | $2.4M | 24.0K | 0.9% | ▲+2.7% Added · +623 sh | |
| 37 | Pimco ETF TR MUNI INCOME OPP | $2.4M | 51.9K | 0.9% | ▲+17% Added · +7K sh | |
| 38 | State STR SPDR S&P 500 ETF T TR UNIT | $2.4M | 3.2K | 0.9% | ▲+21% Added · +537 sh | |
| 39 | Alphabet Inc CAP STK CL C | $2.3M | 6.5K | 0.8% | ▼−2.8% Reduced · −186 sh | |
| 40 | Pimco ETF TR MULTISECTOR BD | $2.2M | 83.9K | 0.8% | ▲+5.0% Added · +4K sh | |
| 41 | Ea Series Trust BRID OMN SMA ETF | $2.1M | 71.5K | 0.8% | —Held | |
| 42 | American Centy ETF TR AVANTIS ALL EQT | $2.1M | 20.7K | 0.8% | ▲+19% Added · +3K sh | |
| 43 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.5K | 0.7% | ▼−0.2% Reduced · −6 sh | |
| 44 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.9M | 36.6K | 0.7% | ▼−1.4% Reduced · −516 sh | |
| 45 | Amazon Com Inc COM | $1.8M | 7.7K | 0.7% | ▼−4.5% Reduced · −360 sh | |
| 46 | SPDR Series Trust ST STR P500VAL | $1.7M | 28.4K | 0.6% | ▲+1.1% Added · +307 sh | |
| 47 | Alphabet Inc CAP STK CL A | $1.7M | 4.7K | 0.6% | ▲+8.4% Added · +363 sh | |
| 48 | Microsoft Corp COM | $1.6M | 4.3K | 0.6% | ▲+2.1% Added · +88 sh | |
| 49 | SPDR Series Trust ST STR SP600 SML | $1.4M | 24.9K | 0.5% | ▲+30% Added · +6K sh | |
| 50 | Vanguard Index FDS REAL ESTATE ETF | $1.4M | 14.0K | 0.5% | ▲+6.3% Added · +829 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2006918/holdings"
Use Arkolith to show Integrity Wealth Solutions LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 129 | $270.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 4, 2026 | 34d | 130 | $254.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 129 | $252.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 117 | $224.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 113 | $205.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 105 | $184.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 22d | 96 | $178.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 21d | 92 | $171.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.