Integrity Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Integrity Wealth Partners, LLC reported 99 stock positions worth $111.1 million. Its top holding was JPMorgan Equity Premium Inco (JEPI) at 8.4% of the portfolio, followed by Dimensional US Core Equity 2 (DFAC, 7.2%) and Apple (AAPL, 6.5%).
- Most Recent 13F
- Q1 2026
- Location
- WALNUT CREEK, CA
- CIK
- 0002121884
- Portfolio Value
- $111.1M (Q1 2026)
- SEC Filing
- 0002121884-26-000001 ↗ filed Apr 27, 2026
Holdings 99 stocks · $111.1M
| JEPI JPMorgan Equity Premium Inco | 8.41% | 164,789 | $9.3M | — |
| DFAC Dimensional US Core Equity 2 | 7.18% | 205,241 | $8.0M | — |
| AAPL Apple Inc. | 6.48% | 28,363 | $7.2M | — |
| SPYI Neos S&P 500 High Income ETF | 5.04% | 113,495 | $5.6M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 4.45% | 89,005 | $4.9M | — |
| FTHI Fthi/First Trust Exchange-TR | 4.25% | 205,814 | $4.7M | — |
| TLT iShares 20+ Year Treasury BD | 3.35% | 42,876 | $3.7M | — |
| PDO PIMCO Dynamic Income Opport | 2.71% | 233,197 | $3.0M | — |
| MAGS Roundhill Magnificent Seven | 2.47% | 47,340 | $2.7M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.34% | 8,094 | $2.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.07% | 3,534 | $2.3M | — |
| IAUI Neos Gold High Income ETF | 1.78% | 34,756 | $2.0M | — |
| QUAL iShares MSCI USA Quality Fac | 1.74% | 10,096 | $1.9M | — |
| MSFT Microsoft Corp. | 1.52% | 4,548 | $1.7M | — |
| GRNY Fundstr Gran SH US LRG Cap | 1.33% | 61,758 | $1.5M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.30% | 31,664 | $1.4M | — |
| XLSR SS US Sector Rotation | 1.29% | 24,756 | $1.4M | — |
| ACWI iShares MSCI Acwi ETF | 1.26% | 10,130 | $1.4M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.24% | 14,105 | $1.4M | — |
| LRCX Lam Research Corp. | 1.22% | 6,324 | $1.4M | — |
| ZECP Zacks Earnings Consistent Po | 1.21% | 39,798 | $1.3M | — |
| SCHG Schwab US Large-Cap Growth | 1.15% | 43,864 | $1.3M | — |
| ORCL Oracle Corp. | 1.12% | 8,489 | $1.2M | — |
| IQLT iShares MSCI International Q | 1.11% | 26,761 | $1.2M | — |
| TTEQ T Rowe Price Technology ETF | 1.09% | 40,067 | $1.2M | — |
| NAC Nuveen Ca QLTY Muni Inc. | 1.01% | 95,930 | $1.1M | — |
| SPEM State Street SP PTF Em ETF | 1.01% | 23,805 | $1.1M | — |
| IWF iShares Russell 1000 Growth | 0.99% | 2,578 | $1.1M | — |
| VEA Vanguard Ftse Developed ETF | 0.95% | 16,455 | $1.1M | — |
| BTCI Neos Bitcoin High Income ETF | 0.89% | 30,272 | $992K | — |
| IJR iShares Core S&P Small-Cap E | 0.85% | 7,569 | $941K | — |
| IMCG iShares Morningstar Mid-Cap | 0.83% | 11,720 | $923K | — |
| AGG iShares Core U.S. Aggregate | 0.77% | 8,637 | $857K | — |
| INTC Intel Corp. | 0.76% | 19,126 | $844K | — |
| NVDA Nvidia Corp. | 0.76% | 4,812 | $839K | — |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.74% | 73,386 | $824K | — |
| V Visa Inc. Class A | 0.73% | 2,688 | $812K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 2,809 | $807K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.72% | 10,516 | $805K | — |
| URTH iShares MSCI World ETF | 0.71% | 4,403 | $793K | — |
| FTCS First Trust Capital Strength | 0.71% | 8,489 | $787K | — |
| GLD SPDR Gold Shares | 0.69% | 1,777 | $765K | — |
| GOOGL Alphabet Inc. Class A | 0.68% | 2,622 | $754K | — |
| BBN BlackRock Taxable Muni BND | 0.65% | 44,345 | $717K | — |
| ETH Grayscale Ethereum Staking M | 0.64% | 35,290 | $707K | — |
| SCHD Schwab US DVD Equity ETF | 0.60% | 21,805 | $669K | — |
| ACWV iShares MSCI Global Min Vol | 0.59% | 5,501 | $657K | — |
| NXG NXG Nextgen Infrastr Inc. | 0.52% | 10,536 | $579K | — |
| BTT BlackRock 2030 Muni TRGT TRM | 0.51% | 24,887 | $565K | — |
| SMIZ Zacks Small/Mid Cap ETF | 0.50% | 14,972 | $555K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.47% | 5,574 | $517K | — |
| QUIZ Zacks QLTY Inter'l Fund | 0.46% | 18,870 | $509K | — |
| MNST Monster Beverage Corp. | 0.43% | 6,600 | $478K | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.42% | 7,943 | $470K | — |
| UBER Uber Technologies Inc. | 0.42% | 6,475 | $466K | — |
| IVV iShares Core S&P 500 ETF | 0.41% | 693 | $453K | — |
| IJH iShares Core S&P Midcap ETF | 0.39% | 6,405 | $433K | — |
| AMZN Amazon.com Inc. | 0.39% | 2,072 | $432K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.39% | 7,578 | $429K | — |
| FVAL Fidelity Value Factor ETF | 0.38% | 6,043 | $419K | — |
| GS Goldman Sachs Group Inc. | 0.37% | 486 | $411K | — |
| LGLV SPDR US LC Low Vol Idx | 0.36% | 2,263 | $403K | — |
| AMD Advanced Micro Devices | 0.36% | 1,978 | $402K | — |
| NOW ServiceNow Inc. | 0.36% | 3,814 | $399K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.36% | 8,224 | $397K | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.36% | 6,790 | $395K | — |
| VXF Vanguard Extended Market ETF | 0.35% | 1,909 | $393K | — |
| FISR SS Fi Sector Rotation | 0.34% | 14,891 | $383K | — |
| VMBS Vanguard Mortgage-Backed Sec | 0.33% | 7,884 | $370K | — |
| COST Costco Wholesale Corp. | 0.32% | 353 | $352K | — |
| PKW Invesco Buyback Achievers Et | 0.31% | 2,664 | $350K | — |
| IWR iShares Russell Mid-Cap ETF | 0.31% | 3,500 | $340K | — |
| SPIB SS SPDR P Int C Corp. ETF | 0.30% | 10,022 | $336K | — |
| MCD McDonald's Corp. | 0.29% | 1,044 | $325K | — |
| DFUS Dimensional US Eq MKT ETF | 0.29% | 4,573 | $324K | — |
| NBB Nuveen Taxable Municipal Inc. | 0.28% | 20,124 | $315K | — |
| PY Principal Value ETF | 0.28% | 5,973 | $308K | — |
| VGSH Vanguard Short-Term Treasury | 0.27% | 5,168 | $303K | — |
| VLU SS SPDR S&P 1500 Value Tilt | 0.27% | 1,400 | $301K | — |
| GOOG Alphabet Inc. Class C | 0.26% | 1,026 | $294K | — |
| IOO iShares Global 100 ETF | 0.26% | 2,399 | $290K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 825 | $279K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.24% | 8,150 | $269K | — |
| VCIT Vanguard Int-Term Corporate | 0.24% | 3,160 | $261K | — |
| GBAB Guggenheim Taxable Municipal | 0.23% | 17,543 | $254K | — |
| AMGN Amgen Inc. | 0.22% | 694 | $244K | — |
| AVGO Broadcom Inc. | 0.21% | 770 | $238K | — |
| GWX State Street SPDR S&P Intern | 0.21% | 5,553 | $235K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.19% | 1,168 | $215K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.19% | 8,358 | $214K | — |
| CVX Chevron Corp. | 0.19% | 1,025 | $212K | — |
| JNJ Johnson & Johnson | 0.19% | 857 | $210K | — |
| META Meta Platforms Inc. Class A | 0.19% | 366 | $209K | — |
| VWO Vanguard Ftse Emerging Marke | 0.18% | 3,804 | $206K | — |
| IBIT iShares Bitcoin Trust ETF | 0.18% | 5,321 | $204K | — |
| IVW iShares S&P 500 Growth ETF | 0.18% | 1,777 | $201K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.18% | 2,527 | $200K | — |
| BHK BlackRock Core Bond Trust | 0.17% | 21,048 | $193K | — |
| CBRE GBL REAL ESTATE INC FD | 0.12% | 29,386 | $129K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 99 | $111.1M | JEPI, DFAC, AAPL, SPYI, JEPQ |