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Integrity Wealth Solutions LLC

129 holdingsFiling period: 2026-06-30Current AUM: $270.3Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1VEAVANGUARD TAX-MANAGED FDS243.8K$17.4M$17.4M6.45%+5132026-06-30
2VUGVANGUARD INDEX FDS180.2K$15.5M$15.7M5.80%+150.2K2026-06-30
3VTVVANGUARD INDEX FDS61.5K$13.4M$13.7M5.07%-2,3702026-06-30
4AVUVAMERICAN CENTY ETF TR85.1K$10.6M$10.5M3.90%+1.1K2026-06-30
5SLYGSPDR SERIES TRUST79.6K$9.5M$8.7M3.22%+1.2K2026-06-30
6PTRBPGIM ETF TR206.1K$8.5M$8.3M3.07%-7,0932026-06-30
7DFAEDIMENSIONAL ETF TRUST177.7K$7.1M$6.9M2.56%-4,1572026-06-30
8GLDMWORLD GOLD TR87.6K$7.0M$7.4M2.76%+4622026-06-30
9DFACDIMENSIONAL ETF TRUST150.6K$6.7M$6.7M2.49%+392026-06-30
10VXUSVANGUARD STAR FDS77.6K$6.6M$6.7M2.46%+2.9K2026-06-30
11VPLSVANGUARD MALVERN FDS82.0K$6.4M$6.2M2.28%+2752026-06-30
12DFARDIMENSIONAL ETF TRUST231.8K$6.1M$5.9M2.18%+22.6K2026-06-30
13AVUSAMERICAN CENTY ETF TR46.2K$5.9M$5.9M2.19%+1012026-06-30
14SPDWSPDR INDEX SHS FDS112.3K$5.7M$5.7M2.11%-3,5482026-06-30
15AAPLAPPLE INC19.1K$5.5M$6.3M2.34%+1.2K2026-06-30
16DFISDIMENSIONAL ETF TRUST152.2K$5.3M$5.6M2.07%+8.2K2026-06-30
17SPTLSPDR SERIES TRUST194.4K$5.1M$4.8M1.77%+2.0K2026-06-30
18QUSSPDR SERIES TRUST24.4K$4.6M$4.7M1.73%-4392026-06-30
19VYMVANGUARD WHITEHALL FDS27.4K$4.3M$4.4M1.64%-4442026-06-30
20AVDEAMERICAN CENTY ETF TR48.1K$4.3M$4.4M1.64%+6.2K2026-06-30
21VBRVANGUARD INDEX FDS17.5K$4.3M$4.2M1.56%+1822026-06-30
22SPEMSPDR INDEX SHS FDS71.6K$3.7M$3.7M1.37%-4,4752026-06-30
23NVDANVIDIA CORPORATION18.5K$3.7M$3.9M1.45%+1082026-06-30
24VTIVANGUARD INDEX FDS10.0K$3.7M$3.7M1.37%+1.5K2026-06-30
25VOOVANGUARD INDEX FDS5.2K$3.6M$3.6M1.35%-1932026-06-30
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