Integrity Wealth Partners, LLC
Long book
$111.1M
Q1 2026
Positions
99
Top-10 weight
47%
concentration
Last quarter
+12.3%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsIntegrity Wealth Partners, LLC is a wealth-management firm allocating client money, specialised in technology (67% of the long book), running a $111.1M US long book across 99 positions.
The portfolio is moderately concentrated (top 10 ≈ 47% of the book). Current anchor positions: JPMORGAN EQUITY PREMIUM INCO, DIMENSIONAL US CORE EQUITY 2, APPLE INC, NEOS S&P 500 HIGH INCOME ETF, JPM NASDAQ EQUITY PREMIUM.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 73%
Industrials 7%
Services media 7%
Consumer discretionary 6%
Consumer staples 2%
Healthcare 2%
Financials 2%
Energy 1%
Long book by quarter
What does Integrity Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 28.4K | $7.2M | 6.5% | Held |
| MSFT MICROSOFT CORP | Technology | 4.5K | $1.7M | 1.5% | Held |
| LRCX LAM RESEARCH CORP | Industrials | 6.3K | $1.4M | 1.2% | Held |
| ORCL ORACLE CORP | Technology | 8.5K | $1.2M | 1.1% | Held |
| INTC INTEL CORP | Technology | 19.1K | $844K | 0.8% | Held |
| NVDA NVIDIA CORP | Technology | 4.8K | $839K | 0.8% | Held |
| V VISA INC-CLASS A SHARES | Services media | 2.7K | $812K | 0.7% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 2.6K | $754K | 0.7% | Held |
| MNST MONSTER BEVERAGE CORP | Consumer staples | 6.6K | $478K | 0.4% | Held |
| UBER UBER TECHNOLOGIES INC | Services media | 6.5K | $466K | 0.4% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 2.1K | $432K | 0.4% | Held |
| GS GOLDMAN SACHS GROUP INC | Financials | 486 | $411K | 0.4% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 2.0K | $402K | 0.4% | Held |
| NOW SERVICENOW INC | Technology | 3.8K | $399K | 0.4% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 353 | $352K | 0.3% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 1.0K | $325K | 0.3% | Held |
| GOOG ALPHABET INC-CL C | Technology | 1.0K | $294K | 0.3% | Held |
| AMGN AMGEN INC | Healthcare | 694 | $244K | 0.2% | Held |
| AVGO BROADCOM INC | Technology | 770 | $238K | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 1.0K | $212K | 0.2% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 857 | $210K | 0.2% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 366 | $209K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 27, 2026 | 99 | $111.1M | canonical | SEC ↗ |