Free Trial
Your Rate Never Goes Up! Save $100 a Year on MarketBeat All Access
Upgrade Now
Claim MarketBeat All Access Sale Promotion

Integrity Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Integrity Wealth Partners, LLC

Investment Activity

  • Integrity Wealth Partners, LLC has $129.07 million in total holdings as of September 30, 2026.
  • Integrity Wealth Partners, LLC owns shares of 103 different stocks, but just 41 companies or ETFs make up 80% of its holdings.
  • Approximately 8.65% of the portfolio was purchased this quarter.
  • About 3.87% of the portfolio was sold this quarter.
  • This quarter, Integrity Wealth Partners, LLC has purchased 99 new stocks and bought additional shares in 44 stocks.
  • Integrity Wealth Partners, LLC sold shares of 45 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

33738R506 - First Trust Rising Dividend Achievers ETF
$601,480 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$581,821 Holding
46140H106 - Invesco DB Agriculture Fund
$565,192 Holding
36828A101 - GE VERNOVA INC
$211,959 Holding
46090E103 - Invesco QQQ
$207,972 Holding

Largest Purchases this Quarter

First Trust BuyWrite Income ETF
47,880 shares (about $1.13M)
JPMorgan Nasdaq Equity Premium Income ETF
16,575 shares (about $1.02M)
NEOS S&P 500 High Income ETF
18,448 shares (about $980.88K)
JPMorgan Equity Premium Income ETF
15,071 shares (about $847.29K)
iShares Russell 1000 Growth ETF
6,524 shares (about $817.23K)

Largest Sales this Quarter

iShares 20+ Year Treasury Bond ETF
13,451 shares (about $1.05M)
Intel
6,571 shares (about $790.03K)
Dimensional U.S. Core Equity 2 ETF
6,669 shares (about $296.44K)
Vanguard Total Stock Market ETF
723 shares (about $270.59K)
iShares MSCI USA Quality Factor ETF
1,189 shares (about $264.23K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIntegrity Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$10,111,711$847,290 ▲9.1%179,8607.8%ETF
Apple Inc. stock logo
AAPL
Apple
$9,471,990$26,641 ▲0.3%28,4437.3%Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$8,826,519$296,437 ▼-3.2%198,5726.8%ETF
NEOS S&P 500 High Income ETF stock logo
SPYI
NEOS S&P 500 High Income ETF
$7,015,424$980,882 ▲16.3%131,9435.4%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$6,467,856$1,015,388 ▲18.6%105,5805.0%ETF
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$5,984,635$1,129,488 ▲23.3%253,6944.6%ETF
Pimco Dynamic Income Opportunities Fund stock logo
PDO
Pimco Dynamic Income Opportunities Fund
$3,470,219$704,507 ▲25.5%292,5992.7%Energy
LISTED FDS TR
$3,458,799$65,022 ▲1.9%48,2472.7%ROUN MA SEVE ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,916,913$221,914 ▲8.2%3,8252.3%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,758,692$270,592 ▼-8.9%7,3712.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,310,981$21,540 ▼-0.9%4,5061.8%Technology
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,288,707$1,046,233 ▼-31.4%29,4251.8%ETF
LAM RESEARCH CORP
$2,084,781$7,227 ▲0.3%6,3461.6%COM NEW
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$2,033,471$297,476 ▲17.1%16,5221.6%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$1,979,405$264,232 ▼-11.8%8,9071.5%ETF
T ROWE PRICE EXCHANGE-TRADED
$1,832,706$52,128 ▲2.9%41,2401.4%TECHNOLOGY ETF
NEOS ETF TRUST
$1,803,958$124,568 ▲7.4%37,3341.4%GOLD HIG INC ETF
SPDR SSGA US Sector Rotation ETF stock logo
XLSR
SPDR SSGA US Sector Rotation ETF
$1,778,629$134,611 ▲8.2%26,7831.4%ETF
ZECP
Zacks Earnings Consistent Portfolio ETF
$1,760,202$283,298 ▲19.2%47,4321.4%ETF
TIDAL TRUST I
$1,759,472$40,743 ▲2.4%63,2221.4%FUND GRAN US ETF
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$1,563,258$45,091 ▼-2.8%9,8461.2%ETF
Intel Corporation stock logo
INTC
Intel
$1,509,488$790,032 ▼-34.4%12,5551.2%Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,447,563$142,903 ▼-9.0%28,8191.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$1,360,936$215,115 ▼-13.6%37,8771.1%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,234,532$24,470 ▲2.0%2,0181.0%Technology
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$1,202,426$121,450 ▼-9.2%24,3060.9%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$1,181,041$51,086 ▼-4.1%22,8180.9%ETF
Oracle Corporation stock logo
ORCL
Oracle
$1,170,345$4,805 ▲0.4%8,5240.9%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,160,814$61,889 ▲5.6%5,0830.9%Technology
NEOS ETF TRUST
$1,148,214$126,529 ▲12.4%34,0210.9%BITC HIG INC ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,140,159$817,227 ▲253.1%9,1020.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,067,066$94,830 ▼-8.2%15,1120.8%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,063,501$36,899 ▼-3.4%11,3270.8%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,005,297$61,395 ▲6.5%11,2000.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$997,329$32,378 ▼-3.1%7,3310.8%ETF
Nuveen California Quality Municipal Income Fund stock logo
NAC
Nuveen California Quality Municipal Income Fund
$987,164$3,885 ▲0.4%96,3090.8%Finance
Visa Inc. stock logo
V
Visa
$956,116$9,701 ▼-1.0%2,6610.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$931,729$29,590 ▲3.3%2,7080.7%Communication Services
GRAYSCALE ETHEREUM STAKING
$894,154$5,378 ▼-0.6%35,0790.7%SHS NEW
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$883,287$66,745 ▲8.2%9,3430.7%ETF
ZACKS TRUST
$854,229$312,258 ▲57.6%29,7420.7%QUALITY INTL ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$852,413$55,745 ▲7.0%9,0830.7%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$787,196$110,444 ▲16.3%2,0670.6%ETF
iShares MSCI World ETF stock logo
URTH
iShares MSCI World ETF
$752,683$155,280 ▼-17.1%3,6500.6%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$735,090$514,814 ▲233.7%9,3740.6%ETF
Nuveen AMT-Free Quality Municipal Income Fund stock logo
NEA
Nuveen AMT-Free Quality Municipal Income Fund
$718,631$11,562 ▼-1.6%72,2240.6%Finance
ZACKS TRUST
$712,059$99,255 ▲16.2%17,3970.6%SMALL/MID CAP
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$671,861$3,314 ▼-0.5%5,4740.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$643,833$65,483 ▼-9.2%19,7920.5%ETF
BlackRock Taxable Municipal Bond Trust stock logo
BBN
BlackRock Taxable Municipal Bond Trust
$603,720$34,848 ▼-5.5%41,9250.5%Finance
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$601,480$601,480 ▲New Holding7,6830.5%ETF
SPACE EXPLORATION TECHN CORP
$581,821$581,821 ▲New Holding3,8570.5%CLASS A COM STK
Invesco DB Agriculture Fund stock logo
DBA
Invesco DB Agriculture Fund
$565,192$565,192 ▲New Holding20,0850.4%ETF
Monster Beverage Corporation stock logo
MNST
Monster Beverage
$550,841$276,149 ▲100.5%13,2350.4%Consumer Staples
NXG NextGen Infrastructure Income Fund stock logo
NXG
NXG NextGen Infrastructure Income Fund
$543,708$29,257 ▼-5.1%9,9980.4%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$543,1620.0%5,5740.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$542,649$26,410 ▲5.1%2,1780.4%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$503,888$26,803 ▼-5.1%6580.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$501,078$230,700 ▲85.3%1,4270.4%Technology
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$480,262$20,489 ▼-4.1%7,6180.4%ETF
Fidelity Value Factor ETF stock logo
FVAL
Fidelity Value Factor ETF
$469,456$18,575 ▼-3.8%5,8130.4%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$468,682$1,593 ▼-0.3%6,7670.4%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$463,273$47,842 ▼-9.4%3,4570.4%Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$463,2270.0%7,5780.4%ETF
Blackrock Municipal 2030 Target Term Trust stock logo
BTT
Blackrock Municipal 2030 Target Term Trust
$445,530$97,995 ▼-18.0%20,4000.3%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$444,291$16,548 ▼-3.6%6,1750.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$442,807$695 ▲0.2%1,9120.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$418,449$18,898 ▼-4.3%4650.3%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$416,936$95,586 ▲29.7%4580.3%Consumer Staples
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$400,788$31,939 ▼-7.4%7,6170.3%ETF
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
$383,188$19,699 ▲5.4%15,6980.3%ETF
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$381,1650.0%2,6640.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$379,6960.0%4,5730.3%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$376,3570.0%8250.3%Technology
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$357,214$37,308 ▼-9.5%2,0490.3%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$356,523$6,395 ▲1.8%8,0280.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$344,458$5,111 ▼-1.5%1,0110.3%Communication Services
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$340,979$17,464 ▲5.4%10,5630.3%ETF
iShares Global 100 ETF stock logo
IOO
iShares Global 100 ETF
$325,175$20,305 ▼-5.9%2,2580.3%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$320,130$53,355 ▼-14.3%3,0000.2%ETF
Principal Value ETF stock logo
PY
Principal Value ETF
$295,567$37,846 ▼-11.4%5,2950.2%ETF
Amgen Inc. stock logo
AMGN
Amgen
$292,5280.0%6940.2%Healthcare
NBB
Nuveen Taxable Municipal Income Fund
$288,201$629 ▲0.2%20,1680.2%Finance
ISHARES BITCOIN TRUST ETF
$285,601$33,706 ▲13.4%6,0330.2%SHS BEN INT
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$278,475$18,995 ▼-6.4%4,8380.2%ETF
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$270,495$26,572 ▼-8.9%7,4210.2%ETF
VLU
SPDR S&P 1500 Value Tilt ETF
$263,889$70,753 ▼-21.1%1,1040.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$247,4600.0%3,1600.2%ETF
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$244,519$8,521 ▼-3.4%5,3660.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$241,396$231 ▲0.1%1,0450.2%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$237,216$28,292 ▼-10.7%3270.2%Communication Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$227,048$265 ▲0.1%8580.2%Healthcare
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$222,993$29,723 ▼-11.8%1,5680.2%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$222,782$5,672 ▼-2.5%1,1390.2%ETF
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust stock logo
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
$212,100$6,133 ▼-2.8%17,0500.2%Finance
GE VERNOVA INC
$211,959$211,959 ▲New Holding2230.2%COM
Chevron Corporation stock logo
CVX
Chevron
$210,381$1,021 ▲0.5%1,0300.2%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$207,972$207,972 ▲New Holding2810.2%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$205,218$1,608 ▲0.8%8,4240.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$204,017$8,806 ▲4.5%2,6410.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data