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Integrity Wealth Partners, LLC

Portfolio Manager
Integrity Wealth Partners, LLC
Performance
0% (N/A)
AUM (13F)
$111.10M
# of Holdings
99
Performance Rank
N/A
Allocation (Top 20)
61.43%

Integrity Wealth Partners, LLC Holdings Map

Top 50 Integrity Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JEPI
J P MORGAN EXCHANGE TRADED F
8.41%164.8K$9.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 164.8K shares
$56.96(-0.44%)
2026-03-31
DFAC
DIMENSIONAL ETF TRUST
7.18%205.2K$8.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 205.2K shares
$39.23(+12.81%)
2026-03-31
AAPL
APPLE INC
6.48%28.4K$7.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 28.4K shares
$262.82(+17.43%)
2026-03-31
SPYI
NEOS ETF TRUST
5.04%113.5K$5.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 113.5K shares
$50.95(+4.14%)
2026-03-31
JEPQ
J P MORGAN EXCHANGE TRADED F
4.45%89.0K$4.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 89.0K shares
$56.82(+4.52%)
2026-03-31
FTHI
FIRST TR EXCHANGE TRADED FD
4.25%205.8K$4.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 205.8K shares
$23.29(+1.83%)
2026-03-31
TLT
ISHARES TR
3.35%42.9K$3.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 42.9K shares
$86.93(-1.63%)
2026-03-31
PDO
PIMCO DYNAMIC INCOME OPRNTS
2.71%233.2K$3.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 233.2K shares
$13.39(-1.01%)
2026-03-31
MAGS
LISTED FDS TR
2.47%47.3K$2.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 47.3K shares
$61.95(+5.08%)
2026-03-31
VTI
VANGUARD INDEX FDS
2.34%8.1K$2.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 8.1K shares
$328.04(+12.41%)
2026-03-31

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