INTEGRITY WEALTH ADVISORS, INC.

Q3 2025 13F-HR Holdings

Location
Ventura, CA
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
78
Total value ($000)
$278,834
Net value change ($000)
+135,737 (94.9%)
New positions
12
Sold out positions
0
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DINT 19,428 97.6%
FPE 17,894 87.1%
RDVY 17,211 95.8%
GNSS 15,872 132.4%
GOOGL 7,944 119.0%
BRK-B 7,844 96.8%
SPTI 6,870 91.6%
SMIG 3,601 95.5%
JAAA 3,442 109.0%
BA 3,032 144.9%
Top Reduces (Value $000, Stocks/ETFs)
CTRA -26 -8.5%
NFLT -15 -2.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 594 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type