Integrity Financial Corp /WA

All 13F Filings

Location
Jackson, WY
Most recent 13F
Q2 2026
Holdings value ($000)
209,318
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 292 209,318 13F-HR Integrity Financial Corp /WA
Q1 2026 5/14/2026 292 200,999 13F-HR Integrity Financial Corp /WA
Q4 2025 2/13/2026 286 197,499 13F-HR Integrity Financial Corp /WA
Q3 2025 11/6/2025 292 209,545 13F-HR Integrity Financial Corp /WA
Q2 2025 8/5/2025 295 196,525 13F-HR Integrity Financial Corp /WA
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 232 (0.1% of total reported value) · QoQ Δ: +232
Type Value ($000) Share % Inflow Outflow Net
Stocks 98.8 K 47.3% 0 10.21 K -10.21 K
ETFs 109.2 K 52.2% 18.62 K 0 18.62 K
Debt 1.048 K 0.5% 0 337 -337
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
209,318
Holdings
292
QoQ value change ($000)
8,319 (4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.