Terminal · Institutions

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

Integrity Financial Corp /WA 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Integrity Financial Corp /WA (CIK 1917704) reported $209.3M across 291 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($30.0M, 14.32%), QQQ ($18.4M, 8.80%), AAPL ($7.9M, 3.78%), FLQM ($7.1M, 3.40%), HTRB ($5.8M, 2.78%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$30.0M14.32%40,048Added
2QQQINVESCO QQQ TR$18.4M8.80%24,975Trimmed
3AAPLAPPLE INC$7.9M3.78%27,337Trimmed
4FLQMFRANKLIN TEMPLETON ETF TR$7.1M3.40%122,116Trimmed
5HTRBHARTFORD FDS EXCHANGE TRADED$5.8M2.78%171,669Added
6MFSIMFS ACTIVE EXCHANGE TRADED F$5.7M2.73%176,024Added
7CSRECOHEN & STEERS ETF TRUST$5.0M2.39%176,295Added
8JPMJPMORGAN CHASE & CO$4.8M2.28%14,594Trimmed
9MSFTMICROSOFT CORP$4.0M1.92%10,750Trimmed
10GOOGLALPHABET INC$3.9M1.87%10,982Added
11NVDANVIDIA CORPORATION$3.6M1.72%18,009Added
12FJANFIRST TR EXCHNG TRADED FD VI$3.6M1.71%64,797Trimmed
13AMZNAMAZON COM INC$3.5M1.65%14,486Trimmed
14VOOVANGUARD INDEX FDS$3.2M1.53%4,671Added
15PSCPRINCIPAL EXCHANGE TRADED FD$2.5M1.21%36,031Added
16FAPRFIRST TR EXCHNG TRADED FD VI$2.5M1.19%53,167Added
17FFEBFIRST TR EXCHNG TRADED FD VI$2.5M1.18%40,526Trimmed
18SCHMSCHWAB STRATEGIC TR$2.4M1.14%64,507Added
19FSEPFIRST TR EXCHNG TRADED FD VI$2.3M1.11%42,121Trimmed
20BROBROWN & BROWN INC$2.3M1.10%35,780Added
21BUFDFIRST TR EXCHNG TRADED FD VI$2.2M1.07%75,059Trimmed
22FMARFIRST TR EXCHNG TRADED FD VI$2.2M1.07%42,782Trimmed
23BUFRFIRST TR EXCHNG TRADED FD VI$2.2M1.05%60,223Trimmed
24FNOVFIRST TR EXCHNG TRADED FD VI$2.0M0.96%34,311Trimmed
25FDECFIRST TR EXCHNG TRADED FD VI$2.0M0.94%35,940Trimmed

Source: SEC Form 13F filings · as of 2026-06-30