INTEGRITY WEALTH ADVISORS, INC.
All 13F Filings
- Location
- Ventura, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 167,739
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/14/2026 | 73 | 167,739 | 13F-HR | INTEGRITY WEALTH ADVISORS, INC. |
| 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):
1.156 K
(0.7% of total reported value)
· QoQ Δ:
-2.917 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.99 K | 37.2% | 0 | 39.22 K | -39.22 K |
| ETFs | 104.6 K | 62.8% | 64.61 K | 0 | 64.61 K |
| Other | 0 | 0.0% | 0 | 1.503 K | -1.503 K |
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Fund Snapshot
Q1 2026
Latest filed
5/14/2026
Total value ($000)
167,739
Holdings
73
QoQ value change ($000)
20,979
(14.3%)
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.