Integrity Advisory Solutions, LLC

All 13F Filings

Location
Dallas, TX
Most recent 13F
Q1 2026
Holdings value ($000)
757,073
Description
Website
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 5/11/2026 293 757,073 13F-HR Integrity Advisory Solutions, LLC
Q4 2025 2/9/2026 266 694,284 13F-HR Integrity Advisory Solutions, LLC
Q3 2025 11/12/2025 246 626,451 13F-HR Integrity Advisory Solutions, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 136.1 K 18.0% 0 413.9 K -413.9 K
ETFs 620 K 81.9% 482.9 K 0 482.9 K
Debt 590 0.1% 0 2 -2
Other 0 0.0% 0 6.59 K -6.59 K
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Fund Snapshot

Q1 2026
Latest filed
5/11/2026
Total value ($000)
757,073
Holdings
293
QoQ value change ($000)
62,789 (9.0%)
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.