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Portfolio (Quarterly) Guide ↗

Integrity Wealth Solutions LLC

· CIK 0002006918
13F Portfolio $253M AUM 117 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 69 Added 17 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 BLACKROCK ETF TRUST 8,892 $734K 0.33% SOLD
2 SDY SPDR SERIES TRUST 2,604 $365K 0.16% SOLD
Sector Allocation
Financial Services 35.2%
Technology 30.4%
Consumer Cyclical 14.7%
Communication Services 12.0%
Industrials 3.4%
Consumer Defensive 2.2%
Healthcare 0.8%
Real Estate 0.7%
Utilities 0.5%