StockDriftsStockDriftsTop 50 Integrity Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 8.41% | 164.8K | $9.3M | new | $56.96(-0.44%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 7.18% | 205.2K | $8.0M | new | $39.23(+12.81%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.48% | 28.4K | $7.2M | new | $262.82(+17.43%) | 2026-03-31 | |
| SPYI | NEOS ETF TRUST | 5.04% | 113.5K | $5.6M | new | $50.95(+4.14%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.45% | 89.0K | $4.9M | new | $56.82(+4.52%) | 2026-03-31 | |
| FTHI | FIRST TR EXCHANGE TRADED FD | 4.25% | 205.8K | $4.7M | new | $23.29(+1.83%) | 2026-03-31 | |
| TLT | ISHARES TR | 3.35% | 42.9K | $3.7M | new | $86.93(-1.63%) | 2026-03-31 | |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | 2.71% | 233.2K | $3.0M | new | $13.39(-1.01%) | 2026-03-31 | |
| MAGS | LISTED FDS TR | 2.47% | 47.3K | $2.7M | new | $61.95(+5.08%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.34% | 8.1K | $2.6M | new | $328.04(+12.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Integrity Wealth Partners, LLC reports $111.10M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are JEPI (8.4%), DFAC (7.2%) and AAPL (6.5%). The top 20 holdings account for 61.43% of reported assets. Figures reflect the Q1 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