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 $270.6M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VEA ($17.4M, 6.42%), VUG ($15.5M, 5.74%), VTV ($13.4M, 4.95%), AVUV ($10.6M, 3.92%), SLYG ($9.5M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $17.4M | 6.42% | 243,750 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $15.5M | 5.74% | 180,238 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $13.4M | 4.95% | 61,483 | Trimmed |
| 4 | AVUV | AMERICAN CENTY ETF TR | $10.6M | 3.92% | 85,116 | Added |
| 5 | SLYG | SPDR SERIES TRUST | $9.5M | 3.51% | 79,642 | Added |
| 6 | PTRB | PGIM ETF TR | $8.5M | 3.16% | 206,064 | Trimmed |
| 7 | DFAE | DIMENSIONAL ETF TRUST | $7.1M | 2.64% | 177,726 | Trimmed |
| 8 | GLDM | WORLD GOLD TR | $7.0M | 2.57% | 87,645 | Added |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $6.7M | 2.47% | 150,627 | Added |
| 10 | VXUS | VANGUARD STAR FDS | $6.6M | 2.45% | 77,631 | Added |
| 11 | VPLS | VANGUARD MALVERN FDS | $6.4M | 2.35% | 81,997 | Added |
| 12 | DFAR | DIMENSIONAL ETF TRUST | $6.1M | 2.24% | 231,797 | Added |
| 13 | AVUS | AMERICAN CENTY ETF TR | $5.9M | 2.18% | 46,155 | Added |
| 14 | SPDW | SPDR INDEX SHS FDS | $5.7M | 2.09% | 112,322 | Trimmed |
| 15 | AAPL | APPLE INC | $5.5M | 2.04% | 19,072 | Added |
| 16 | DFIS | DIMENSIONAL ETF TRUST | $5.3M | 1.97% | 152,202 | Added |
| 17 | SPTL | SPDR SERIES TRUST | $5.1M | 1.88% | 194,424 | Added |
| 18 | QUS | SPDR SERIES TRUST | $4.6M | 1.69% | 24,428 | Trimmed |
| 19 | VYM | VANGUARD WHITEHALL FDS | $4.3M | 1.60% | 27,387 | Trimmed |
| 20 | AVDE | AMERICAN CENTY ETF TR | $4.3M | 1.59% | 48,124 | Added |
| 21 | VBR | VANGUARD INDEX FDS | $4.3M | 1.57% | 17,498 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $3.7M | 1.37% | 18,466 | Added |
| 23 | SPEM | SPDR INDEX SHS FDS | $3.7M | 1.37% | 71,624 | Trimmed |
| 24 | VTI | VANGUARD INDEX FDS | $3.7M | 1.36% | 9,963 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $3.6M | 1.33% | 5,235 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30