Integrity Wealth Solutions LLC

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
129
Total value ($000)
$270,630
Net value change ($000)
+16,082 (6.3%)
New positions
9
Sold out positions
10
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VUG 2,414 18.4%
SLYG 1,911 25.2%
VEA 1,780 11.4%
AVUV 1,335 14.4%
DFAR 1,116 22.6%
AAPL 990 21.9%
DFAE 987 16.0%
VTI 958 35.1%
VXUS 875 15.2%
VTV 871 7.0%
Top Reduces (Value $000, Stocks/ETFs)
QQQM -8,824 -97.6%
IVV -1,462 -100.0%
GLDM -1,120 -13.9%
SCHD -929 -100.0%
VCRB -774 -100.0%
INTU -323 -100.0%
PTRB -305 -3.4%
MINT -242 -7.1%
AMD -242 -100.0%
UNH -234 -100.0%
Instrument mix + QoQ Δ (ex-options)
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