Sponsored

The Analysis of Integrity Wealth Solutions LLC's Holdings & P&L

Currently, Integrity Wealth Solutions LLC holds 130 types of securities in its portfolio with a total value $254.5M. In the most recent quarter, they have increased their positions in AVDE (+10.1K shares, valued at $858.9K), VCRB (+10.0K shares, valued at $774.3K), SPTL (+23.9K shares, valued at $628.9K); decreased their positions in VEA (-18.5K shares, valued at $1.2M), QUS (-2.3K shares, valued at $399.2K), VTV (-1.5K shares, valued at $292.3K); initiated new positions in VCRB (+10.0K shares, valued at $774.3K), INTU (+746 shares, valued at $322.6K), SHLD (+3.1K shares, valued at $223.1K).

1M P&L

+5.2M+2.05%

3M P&L

-62.6M-19.39%

HY P&L

-48.7M-15.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A224.3M

91.7%

2Consumer Electronics4.5M

1.9%

3Semiconductors3.4M

1.4%

Top Industries by Stock Count

1N/A93 stocks

76.9%

2Capital Markets2 stocks

1.7%

3Semiconductors2 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS243.2K shares-7.08%2026-03-312026-05-04

VUG VANGUARD INDEX FDS30.0K shares0.99%2026-03-312026-05-04

VTV VANGUARD INDEX FDS63.9K shares-2.28%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR84.0K shares-1.20%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II38.0K shares0.68%2026-03-312026-05-04

PTRB PGIM ETF TR213.2K shares6.63%2026-03-312026-05-04

GLDM WORLD GOLD TR87.2K shares-3.33%2026-03-312026-05-04

SLYG SPDR SERIES TRUST78.4K shares-0.57%2026-03-312026-05-04

Sponsored

VPLS VANGUARD MALVERN FDS81.7K shares10.71%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST181.9K shares-2.37%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST150.6K shares0.05%2026-03-312026-05-04

VXUS VANGUARD STAR FDS74.7K shares-0.74%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS115.9K shares-0.19%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR46.1K shares1.96%2026-03-312026-05-04

SPTL SPDR SERIES TRUST192.4K shares14.19%2026-03-312026-05-04

DFAR DIMENSIONAL ETF TRUST209.2K shares7.27%2026-03-312026-05-04

Sponsored

DFIS DIMENSIONAL ETF TRUST144.0K shares-2.56%2026-03-312026-05-04

AAPL APPLE INC17.8K shares4.13%2026-03-312026-05-04

QUS SPDR SERIES TRUST24.9K shares-8.55%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS27.8K shares-0.88%2026-03-312026-05-04

VBR VANGUARD INDEX FDS17.3K shares0.82%2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS76.1K shares-0.22%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR41.9K shares31.83%2026-03-312026-05-04

MINT PIMCO ETF TR33.9K shares-7.75%2026-03-312026-05-04

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS5.4K shares0.69%2026-03-312026-05-04

NVDA NVIDIA CORPORATION18.4K shares-1.60%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F58.1K shares-3.04%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST78.5K shares0.44%2026-03-312026-05-04

SPIP SPDR SERIES TRUST107.3K shares4.85%2026-03-312026-05-04

TMB THORNBURG ETF TR107.8K shares20.96%2026-03-312026-05-04

VTI VANGUARD INDEX FDS8.5K shares6.29%2026-03-312026-05-04

SPYG SPDR SERIES TRUST27.0K shares3.41%2026-03-312026-05-04

Sponsored

VSS VANGUARD INTL EQUITY INDEX F16.5K shares0.29%2026-03-312026-05-04

TSLA TESLA INC6.5K shares-1.94%2026-03-312026-05-04

VBK VANGUARD INDEX FDS7.9K shares0.72%2026-03-312026-05-04

SPYM SPDR SERIES TRUST31.0K shares1.91%2026-03-312026-05-04

VTEI VANGUARD MUN BD FDS23.4K shares3.64%2026-03-312026-05-04

PYLD PIMCO ETF TR79.9K shares13.87%2026-03-312026-05-04

MINO PIMCO ETF TR44.6K shares15.80%2026-03-312026-05-04

ALPHABET INC ALPHABET INC6.7K shares0.24%2026-03-312026-05-04

Sponsored

VTEB VANGUARD MUN BD FDS37.1K shares1.99%2026-03-312026-05-04

BSVO EA SERIES TRUST71.5K shares0.00%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T2.6K shares0.85%2026-03-312026-05-04

AMZN AMAZON COM INC8.1K shares0.72%2026-03-312026-05-04

SPYV SPDR SERIES TRUST28.1K shares1.22%2026-03-312026-05-04

MSFT MICROSOFT CORP4.2K shares1.78%2026-03-312026-05-04

AVGE AMERICAN CENTY ETF TR17.3K shares13.55%2026-03-312026-05-04

IVV ISHARES TR2.2K shares0.27%2026-03-312026-05-04

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.5K shares-0.04%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS17.6K shares-2.04%2026-03-312026-05-04

ALPHABET INC ALPHABET INC4.3K shares1.07%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST19.1K shares0.00%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS13.2K shares2.86%2026-03-312026-05-04

VB VANGUARD INDEX FDS3.8K shares-0.50%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR30.3K shares0.79%2026-03-312026-05-04

SPSM SPDR SERIES TRUST19.1K shares2.21%2026-03-312026-05-04

Sponsored

AOA ISHARES TR10.4K shares3.06%2026-03-312026-05-04

AVMA AMERICAN CENTY ETF TR13.4K shares39.92%2026-03-312026-05-04

SPTI SPDR SERIES TRUST31.0K shares0.61%2026-03-312026-05-04

IWF ISHARES TR2.0K shares0.44%2026-03-312026-05-04

CAT CATERPILLAR INC1.2K shares0.00%2026-03-312026-05-04

IXUS ISHARES TR9.2K shares1.14%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares0.00%2026-03-312026-05-04

VCRB VANGUARD MALVERN FDS10.0K sharesnew addition2026-03-312026-05-04

Sponsored

META META PLATFORMS INC1.3K shares1.16%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-04

DFNM DIMENSIONAL ETF TRUST14.9K shares6.15%2026-03-312026-05-04

IVE ISHARES TR3.3K shares1.31%2026-03-312026-05-04

IWO ISHARES TR2.2K shares0.00%2026-03-312026-05-04

AOR ISHARES TR10.8K shares0.05%2026-03-312026-05-04

VTES VANGUARD WELLINGTON FD6.7K shares4.09%2026-03-312026-05-04

VONV VANGUARD SCOTTSDALE FDS6.7K shares-9.58%2026-03-312026-05-04

Sponsored

AVDV AMERICAN CENTY ETF TR6.1K shares51.52%2026-03-312026-05-04

SCZ ISHARES TR7.5K shares-0.40%2026-03-312026-05-04

ZDEK INNOVATOR ETFS TRUST20.9K shares0.00%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR6.6K shares0.66%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION518 shares25.73%2026-03-312026-05-04

SLYV SPDR SERIES TRUST5.3K shares0.40%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST6.7K shares3.35%2026-03-312026-05-04

MTUM ISHARES TR1.8K shares-4.19%2026-03-312026-05-04

Sponsored

SPSB SPDR SERIES TRUST14.1K shares0.29%2026-03-312026-05-04

TRX GOLD CORPORATION TRX GOLD CORPORATION279.3K shares-3.67%2026-03-312026-05-04

TPLS THORNBURG ETF TR15.9K shares30.60%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO1.4K shares1.42%2026-03-312026-05-04

IVW ISHARES TR3.3K shares3.47%2026-03-312026-05-04

IWS ISHARES TR2.6K shares0.00%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST7.7K shares0.00%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC2.5K shares-2.72%2026-03-312026-05-04

Sponsored

AVDS AMERICAN CENTY ETF TR5.1K shares-0.49%2026-03-312026-05-04

VV VANGUARD INDEX FDS1.2K shares-13.40%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC412 shares0.24%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F2.5K shares13.03%2026-03-312026-05-04

IJR ISHARES TR2.7K shares0.55%2026-03-312026-05-04

INTU INTUIT746 sharesnew addition2026-03-312026-05-04

BAC BANK AMERICA CORP6.5K shares0.40%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR3.5K shares0.86%2026-03-312026-05-04

Sponsored

MELI MERCADOLIBRE INC179 shares-9.60%2026-03-312026-05-04

MCH MATTHEWS ASIA FDS11.6K shares0.00%2026-03-312026-05-04

WMT WALMART INC2.5K shares11.30%2026-03-312026-05-04

HD HOME DEPOT INC924 shares0.33%2026-03-312026-05-04

BROADCOM INC BROADCOM INC965 shares10.79%2026-03-312026-05-04

TDG TRANSDIGM GROUP INC245 shares-1.61%2026-03-312026-05-04

AOM ISHARES TR5.8K shares8.28%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS3.2K shares0.77%2026-03-312026-05-04

Sponsored

UBER UBER TECHNOLOGIES INC3.6K shares0.00%2026-03-312026-05-04

NEE NEXTERA ENERGY INC2.8K shares7.83%2026-03-312026-05-04

QUAL ISHARES TR1.3K shares-15.93%2026-03-312026-05-04

VGK VANGUARD INTL EQUITY INDEX F3.0K shares-9.97%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC1.2K shares0.00%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC864 shares-9.05%2026-03-312026-05-04

IWM ISHARES TR938 shares-0.74%2026-03-312026-05-04

CTAS CINTAS CORP1.4K shares0.07%2026-03-312026-05-04

Sponsored

DFSI DIMENSIONAL ETF TRUST5.4K shares-3.84%2026-03-312026-05-04

HYMB SPDR SERIES TRUST9.2K shares0.85%2026-03-312026-05-04

NFLX NETFLIX INC.2.4K shares0.00%2026-03-312026-05-04

DFSU DIMENSIONAL ETF TRUST5.6K shares1.07%2026-03-312026-05-04

UDR UDR INC6.8K shares0.00%2026-03-312026-05-04

SHLD GLOBAL X FDS3.1K sharesnew addition2026-03-312026-05-04

CAKE CHEESECAKE FACTORY INC4.0K sharesnew addition2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND466 shares-0.64%2026-03-312026-05-04

Sponsored

MYCM SSGA ACTIVE TR8.3K shares0.76%2026-03-312026-05-04

MYCL SSGA ACTIVE TR8.3K shares0.74%2026-03-312026-05-04

MYCK SSGA ACTIVE TR8.2K shares0.73%2026-03-312026-05-04

MYCI SSGA ACTIVE TR8.2K shares0.75%2026-03-312026-05-04

MYCJ SSGA ACTIVE TR8.3K shares0.73%2026-03-312026-05-04

CROWN CASTLE INC CROWN CASTLE INC2.5K sharesnew addition2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II1.8K shares2.84%2026-03-312026-05-04

HIVE HIVE DIGITAL TECHNOLOGIES LT14.9K shares4.60%2026-03-312026-05-04

Sponsored

TNYA TENAYA THERAPEUTICS INC39.7K sharesnew addition2026-03-312026-05-04

SUIG SUI GROUP HOLDINGS LIMITED13.6K shares0.00%2026-03-312026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-7.08%

Shares243.2K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

0.99%

Shares30.0K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-2.28%

Shares63.9K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

-1.20%

Shares84.0K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

0.68%

Shares38.0K

Event2026-03-31

Filed2026-05-04

PTRB

PGIM ETF TR

6.63%

Shares213.2K

Event2026-03-31

Filed2026-05-04

GLDM

WORLD GOLD TR

-3.33%

Shares87.2K

Event2026-03-31

Filed2026-05-04

SLYG

SPDR SERIES TRUST

-0.57%

Shares78.4K

Event2026-03-31

Filed2026-05-04

VPLS

VANGUARD MALVERN FDS

10.71%

Shares81.7K

Event2026-03-31

Filed2026-05-04

DFAE

DIMENSIONAL ETF TRUST

-2.37%

Shares181.9K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

0.05%

Shares150.6K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

-0.74%

Shares74.7K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

-0.19%

Shares115.9K

Event2026-03-31

Filed2026-05-04

AVUS

AMERICAN CENTY ETF TR

1.96%

Shares46.1K

Event2026-03-31

Filed2026-05-04

SPTL

SPDR SERIES TRUST

14.19%

Shares192.4K

Event2026-03-31

Filed2026-05-04

DFAR

DIMENSIONAL ETF TRUST

7.27%

Shares209.2K

Event2026-03-31

Filed2026-05-04

DFIS

DIMENSIONAL ETF TRUST

-2.56%

Shares144.0K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

4.13%

Shares17.8K

Event2026-03-31

Filed2026-05-04

QUS

SPDR SERIES TRUST

-8.55%

Shares24.9K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

-0.88%

Shares27.8K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

0.82%

Shares17.3K

Event2026-03-31

Filed2026-05-04

SPEM

SPDR INDEX SHS FDS

-0.22%

Shares76.1K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

31.83%

Shares41.9K

Event2026-03-31

Filed2026-05-04

MINT

PIMCO ETF TR

-7.75%

Shares33.9K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.69%

Shares5.4K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-1.60%

Shares18.4K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-3.04%

Shares58.1K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

0.44%

Shares78.5K

Event2026-03-31

Filed2026-05-04

SPIP

SPDR SERIES TRUST

4.85%

Shares107.3K

Event2026-03-31

Filed2026-05-04

TMB

THORNBURG ETF TR

20.96%

Shares107.8K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

6.29%

Shares8.5K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

3.41%

Shares27.0K

Event2026-03-31

Filed2026-05-04

VSS

VANGUARD INTL EQUITY INDEX F

0.29%

Shares16.5K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

-1.94%

Shares6.5K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

0.72%

Shares7.9K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

1.91%

Shares31.0K

Event2026-03-31

Filed2026-05-04

VTEI

VANGUARD MUN BD FDS

3.64%

Shares23.4K

Event2026-03-31

Filed2026-05-04

PYLD

PIMCO ETF TR

13.87%

Shares79.9K

Event2026-03-31

Filed2026-05-04

MINO

PIMCO ETF TR

15.80%

Shares44.6K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.24%

Shares6.7K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

1.99%

Shares37.1K

Event2026-03-31

Filed2026-05-04

BSVO

EA SERIES TRUST

0.00%

Shares71.5K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

0.85%

Shares2.6K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

0.72%

Shares8.1K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

1.22%

Shares28.1K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

1.78%

Shares4.2K

Event2026-03-31

Filed2026-05-04

AVGE

AMERICAN CENTY ETF TR

13.55%

Shares17.3K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

0.27%

Shares2.2K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-0.04%

Shares2.5K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

-2.04%

Shares17.6K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

1.07%

Shares4.3K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

2.86%

Shares13.2K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-0.50%

Shares3.8K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

0.79%

Shares30.3K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

2.21%

Shares19.1K

Event2026-03-31

Filed2026-05-04

AOA

ISHARES TR

3.06%

Shares10.4K

Event2026-03-31

Filed2026-05-04

AVMA

AMERICAN CENTY ETF TR

39.92%

Shares13.4K

Event2026-03-31

Filed2026-05-04

SPTI

SPDR SERIES TRUST

0.61%

Shares31.0K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

0.44%

Shares2.0K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

1.14%

Shares9.2K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

VCRB

VANGUARD MALVERN FDS

New

Shares10.0K

Event2026-03-31

Filed2026-05-04