Terminal · Institutions

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

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

Integrity Investment Advisors, LLC (CIK 2066359) reported $184.4M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($44.2M, 23.99%), DFCF ($10.5M, 5.70%), SPMO ($9.6M, 5.19%), SPHQ ($9.4M, 5.08%), VCSH ($8.2M, 4.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$44.2M23.99%67,728Added
2DFCFDIMENSIONAL ETF TRUST$10.5M5.70%249,122Added
3SPMOINVESCO EXCH TRADED FD TR II$9.6M5.19%85,321Added
4SPHQINVESCO EXCHANGE TRADED FD T$9.4M5.08%124,695Added
5VCSHVANGUARD SCOTTSDALE FDS$8.2M4.42%102,868Added
6PYLDPIMCO ETF TR$8.0M4.34%305,342Added
7AVUSAMERICAN CENTY ETF TR$7.4M4.00%66,320Added
8IGMISHARES TR$7.1M3.85%59,956Added
9AVDEAMERICAN CENTY ETF TR$6.9M3.75%81,429Added
10VCITVANGUARD SCOTTSDALE FDS$6.0M3.24%72,181Added
11BSVVANGUARD BD INDEX FDS$5.5M2.98%70,067Added
12AAPLAPPLE INC$5.2M2.81%20,438Trimmed
13AVGOBROADCOM INC$4.2M2.28%13,584Trimmed
14VOOVANGUARD INDEX FDS$4.1M2.23%6,892Trimmed
15DUHPDIMENSIONAL ETF TRUST$3.9M2.13%107,089Added
16DFAIDIMENSIONAL ETF TRUST$3.8M2.06%97,621Added
17AVEMAMERICAN CENTY ETF TR$2.7M1.47%33,567Added
18NVDANVIDIA CORPORATION$2.2M1.21%12,791Added
19VTESVANGUARD WELLINGTON FD$2.0M1.08%19,759Added
20BOXXEA SERIES TRUST$1.8M0.98%15,463Trimmed
21VIGVANGUARD SPECIALIZED FUNDS$1.7M0.90%7,744Added
22DFACDIMENSIONAL ETF TRUST$1.6M0.86%40,917Added
23MSFTMICROSOFT CORP$1.5M0.79%3,956Trimmed
24GRIDFIRST TR EXCHANGE-TRADED FD$1.3M0.68%7,704Added
25VTEBVANGUARD MUN BD FDS$1.1M0.62%22,797Trimmed

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