INTEGRITY WEALTH ADVISORS, INC.
All 13F Filings
- Location
- Ventura, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 146,760
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 77 | 146,760 | 13F-HR | INTEGRITY WEALTH ADVISORS, INC. |
| Q3 2025 | 11/14/2025 | 78 | 278,834 | 13F-HR | INTEGRITY WEALTH ADVISORS, INC. |
| Q2 2025 | 8/14/2025 | 64 | 143,097 | 13F-HR | INTEGRITY WEALTH ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
4.073 K
(2.8% of total reported value)
· QoQ Δ:
+3.479 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 101.2 K | 70.9% | 0 | 86.77 K | -86.77 K |
| ETFs | 39.99 K | 28.0% | 0 | 50.06 K | -50.06 K |
| Other | 1.503 K | 1.1% | 1.291 K | 0 | 1.291 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
146,760
Holdings
77
QoQ value change ($000)
-132,074
(-47.4%)
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.