Top 50 Integrity Wealth Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.12% | 243.2K | $15.6M | -7.08%(-18.55K) | $46.61(+51.54%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 5.15% | 30.0K | $13.1M | +0.99%(+293) | $50.68(+72.66%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.92% | 63.9K | $12.5M | -2.28%(-1.49K) | $152.84(+36.34%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.65% | 84.0K | $9.3M | -1.20%(-1.02K) | $86.51(+36.19%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.55% | 38.0K | $9.0M | +0.68%(+255) | $249.99(+17.67%) | 2026-03-31 | |
| PTRB | PGIM ETF TR | 3.48% | 213.2K | $8.8M | +6.63%(+13.26K) | $41.53(-0.16%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 3.17% | 87.2K | $8.1M | -3.33%(-3.00K) | $39.56(+134.54%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 2.98% | 78.4K | $7.6M | -0.57%(-449) | $82.95(+29.16%) | 2026-03-31 | |
| VPLS | VANGUARD MALVERN FDS | 2.49% | 81.7K | $6.3M | +10.71%(+7.90K) | $77.63(-0.36%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 2.42% | 181.9K | $6.2M | -2.37%(-4.41K) | $24.20(+64.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.52% | +42.45% |
| Top 20 Holdings Unweighted | +11.98% | +40.43% |
Sign up free to track Integrity Wealth Solutions LLC, compare funds side by side, and get alerts the moment positions change.