StockDriftsStockDriftsTop 50 Integrity Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 7.83% | 179.9K | $10.1M | new | $56.91(+0.27%) | 2026-09-30 | |
| AAPL | APPLE INC | 7.34% | 28.4K | $9.5M | new | $262.96(+30.41%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.84% | 198.6K | $8.8M | new | $39.23(+14.39%) | 2026-09-30 | |
| SPYI | NEOS ETF TRUST | 5.44% | 131.9K | $7.0M | new | $51.25(+4.46%) | 2026-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 5.01% | 105.6K | $6.5M | new | $57.53(+3.42%) | 2026-09-30 | |
| FTHI | FIRST TR EXCHANGE TRADED FD | 4.64% | 253.7K | $6.0M | new | $23.38(+1.12%) | 2026-09-30 | |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 2.69% | 292.6K | $3.5M | new | $13.21(-10.77%) | 2026-09-30 | |
| MAGS | LISTED FDS TR | 2.68% | 48.2K | $3.5M | new | $62.06(+16.77%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.26% | 3.8K | $2.9M | new | $672.87(+13.91%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.14% | 7.4K | $2.8M | new | $328.04(+14.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +0.00% |
| Top 20 Holdings Unweighted | — | — | — | — | +0.00% |
Integrity Wealth Partners LLC reports $129.07M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are JEPI (7.8%), AAPL (7.3%) and DFAC (6.8%). The top 20 holdings account for 62.08% of reported assets. Its disclosed equity book has returned +0.00% cumulatively over 1 quarter. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Integrity Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2121884). View Integrity Wealth Partners LLC’s 13F filings on SEC