Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Integrity Advisory Solutions, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Integrity Advisory Solutions, LLC (CIK 2057931) reported $757.1M across 292 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($117.3M, 15.49%), DGCB ($63.5M, 8.39%), DFGP ($42.1M, 5.57%), DFSV ($30.3M, 4.00%), DFIC ($29.2M, 3.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1DFACDIMENSIONAL ETF TRUST$117.3M15.49%3.0MAdded
2DGCBDIMENSIONAL ETF TRUST$63.5M8.39%1.2MAdded
3DFGPDIMENSIONAL ETF TRUST$42.1M5.57%780,569Added
4DFSVDIMENSIONAL ETF TRUST$30.3M4.00%863,575Added
5DFICDIMENSIONAL ETF TRUST$29.2M3.86%822,926Added
6DUHPDIMENSIONAL ETF TRUST$28.3M3.74%771,141Added
7SPMDSPDR SERIES TRUST$23.9M3.16%404,179Added
8VCSHVANGUARD SCOTTSDALE FDS$19.7M2.61%248,956Added
9DFSDDIMENSIONAL ETF TRUST$14.7M1.94%306,761Added
10CGGRCAPITAL GROUP GROWTH ETF$14.0M1.86%349,544Added
11VEAVANGUARD TAX-MANAGED FDS$11.5M1.52%179,204Trimmed
12BIVVANGUARD BD INDEX FDS$11.1M1.47%144,002Added
13DFEMDIMENSIONAL ETF TRUST$11.0M1.46%318,884Added
14CGDVCAPITAL GROUP DIVIDEND VALUE$11.0M1.45%258,786Added
15SPLGSPDR SERIES TRUST$10.9M1.44%142,422Added
16IVVISHARES TR$10.8M1.42%16,504Added
17DFGXDIMENSIONAL ETF TRUST$9.9M1.31%188,367Added
18DFCFDIMENSIONAL ETF TRUST$9.9M1.30%233,985Added
19PFEBINNOVATOR ETFS TRUST$9.7M1.29%243,038New
20QQQINVESCO QQQ TR$9.7M1.28%16,805Added
21DISVDIMENSIONAL ETF TRUST$9.6M1.26%242,349Added
22FYCFIRST TR EXCHANGE-TRADED ALP$9.5M1.25%97,707New
23DIHPDIMENSIONAL ETF TRUST$9.3M1.23%289,259Added
24IUSBISHARES TR$6.6M0.87%143,159Added
25MSFTMICROSOFT CORP$6.3M0.84%17,129Added

Source: SEC Form 13F filings · as of 2026-03-31