Integrity Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Walnut Creek, CA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$129,069
Net value change ($000)
—
New positions
103
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
JEPI 10,112 —
AAPL 9,472 —
DFAC 8,827 —
SPYI 7,015 —
JEPQ 6,468 —
FTHI 5,985 —
PDO 3,470 —
MAGS 3,459 —
SPY 2,917 —
VTI 2,759 —
Top Reduces (Value $000, Stocks/ETFs)
—
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