Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Integrity Wealth Solutions LLC (CIK 2006918) reported $254.5M across 130 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($15.6M, 6.12%), VUG ($13.1M, 5.15%), VTV ($12.5M, 4.92%), AVUV ($9.3M, 3.65%), QQQM ($9.0M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $15.6M | 6.12% | 243,237 | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $13.1M | 5.15% | 30,020 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $12.5M | 4.92% | 63,853 | Trimmed |
| 4 | AVUV | AMERICAN CENTY ETF TR | $9.3M | 3.65% | 84,041 | Trimmed |
| 5 | QQQM | INVESCO EXCH TRADED FD TR II | $9.0M | 3.55% | 38,031 | Added |
| 6 | PTRB | PGIM ETF TR | $8.8M | 3.48% | 213,157 | Added |
| 7 | GLDM | WORLD GOLD TR | $8.1M | 3.17% | 87,183 | Trimmed |
| 8 | SLYG | SPDR SERIES TRUST | $7.6M | 2.98% | 78,421 | Trimmed |
| 9 | VPLS | VANGUARD MALVERN FDS | $6.3M | 2.49% | 81,722 | Added |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $6.2M | 2.42% | 181,883 | Trimmed |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $5.9M | 2.30% | 150,588 | Added |
| 12 | VXUS | VANGUARD STAR FDS | $5.8M | 2.26% | 74,727 | Trimmed |
| 13 | SPDW | SPDR INDEX SHS FDS | $5.3M | 2.08% | 115,870 | Trimmed |
| 14 | AVUS | AMERICAN CENTY ETF TR | $5.1M | 2.01% | 46,054 | Added |
| 15 | SPTL | SPDR SERIES TRUST | $5.1M | 1.99% | 192,380 | Added |
| 16 | DFAR | DIMENSIONAL ETF TRUST | $4.9M | 1.94% | 209,225 | Added |
| 17 | DFIS | DIMENSIONAL ETF TRUST | $4.8M | 1.90% | 144,003 | Trimmed |
| 18 | AAPL | APPLE INC | $4.5M | 1.78% | 17,846 | Added |
| 19 | QUS | SPDR SERIES TRUST | $4.3M | 1.68% | 24,867 | Trimmed |
| 20 | VYM | VANGUARD WHITEHALL FDS | $4.1M | 1.62% | 27,831 | Trimmed |
| 21 | VBR | VANGUARD INDEX FDS | $3.8M | 1.48% | 17,316 | Added |
| 22 | AVDE | AMERICAN CENTY ETF TR | $3.6M | 1.40% | 41,927 | Added |
| 23 | SPEM | SPDR INDEX SHS FDS | $3.6M | 1.40% | 76,099 | Trimmed |
| 24 | MINT | PIMCO ETF TR | $3.4M | 1.34% | 33,881 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $3.2M | 1.27% | 5,428 | Added |
Source: SEC Form 13F filings · as of 2026-03-31