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Integrity Investment Advisors, LLC

Portfolio Manager
Integrity Investment Advisors, LLC
Performance
-3.56% (2026 Q1)
AUM (13F)
$184.41M
# of Holdings
74
Performance Rank
Allocation (Top 20)
82.79%

Integrity Investment Advisors, LLC Holdings Map

Top 50 Integrity Investment Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
23.99%67.7K$44.2M
+3.09%(+2.03K)
2025-Q1: 60.6K shares2025-Q2: 61.5K shares2025-Q3: 67.4K shares2025-Q4: 65.7K shares2026-Q1: 67.7K shares
$584.19(+27.65%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
5.7%249.1K$10.5M
+15.31%(+33.08K)
2025-Q1: 141.3K shares2025-Q2: 145.0K shares2025-Q3: 159.6K shares2025-Q4: 216.0K shares2026-Q1: 249.1K shares
$42.04(+0.47%)
2026-03-31
SPMO
INVESCO EXCH TRADED FD TR II
5.19%85.3K$9.6M
+8.68%(+6.82K)
2025-Q1: 39.4K shares2025-Q2: 47.4K shares2025-Q3: 59.2K shares2025-Q4: 78.5K shares2026-Q1: 85.3K shares
$105.48(+38.70%)
2026-03-31
SPHQ
INVESCO EXCHANGE TRADED FD T
5.08%124.7K$9.4M
+9.49%(+10.80K)
2025-Q1: 90.1K shares2025-Q2: 98.4K shares2025-Q3: 106.7K shares2025-Q4: 113.9K shares2026-Q1: 124.7K shares
$68.34(+20.56%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
4.42%102.9K$8.2M
+25.07%(+20.62K)
2025-Q1: 44.6K shares2025-Q2: 53.2K shares2025-Q3: 65.0K shares2025-Q4: 82.3K shares2026-Q1: 102.9K shares
$79.11(-0.12%)
2026-03-31
PYLD
PIMCO ETF TR
4.34%305.3K$8.0M
+29.31%(+69.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 236.1K shares2026-Q1: 305.3K shares
$26.69(-1.30%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
4%66.3K$7.4M
+5.01%(+3.17K)
2025-Q1: 61.7K shares2025-Q2: 61.3K shares2025-Q3: 61.8K shares2025-Q4: 63.2K shares2026-Q1: 66.3K shares
$95.86(+30.48%)
2026-03-31
IGM
ISHARES TR
3.85%60.0K$7.1M
+7.03%(+3.94K)
2025-Q1: 49.7K shares2025-Q2: 51.7K shares2025-Q3: 54.4K shares2025-Q4: 56.0K shares2026-Q1: 60.0K shares
$100.21(+54.34%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
3.75%81.4K$6.9M
+33.81%(+20.58K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 18.4K shares2025-Q4: 60.9K shares2026-Q1: 81.4K shares
$80.42(+13.61%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
3.24%72.2K$6.0M
+27.65%(+15.64K)
2025-Q1: 25.7K shares2025-Q2: 29.2K shares2025-Q3: 36.6K shares2025-Q4: 56.5K shares2026-Q1: 72.2K shares
$82.62(-0.08%)
2026-03-31

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