INTEGRITY WEALTH ADVISORS, INC.
Filing Date
Global Rank
#6,917
/ 8,622
▲ 160
· as of Mar 2026
Top Industry
Scientific & Technical Instruments
25.2%
3Y Alpha vs SPY
-20.7%
Period ended 4 months ago
Filed May 14, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
-5.2%
SPY
+23.3%
Annualised alpha
-19.1%
Max drawdown
−27.9%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 98% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
34 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
24.7%
−0.8 pts
Top 5
64.5%
+2.8 pts
Top 10
79.6%
+1.3 pts
HHI
1,176
Diversified+47
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 47.5% | $22,672,581 |
| Financial Services | 21.6% | $10,298,630 |
| Industrials | 11.2% | $5,366,384 |
| Energy | 8.1% | $3,846,108 |
| Consumer Cyclical | 5.1% | $2,431,658 |
| Healthcare | 2.3% | $1,088,975 |
| Communication Services | 1.7% | $796,335 |
| Unclassified | 1.6% | $781,949 |
| Utilities | 0.9% | $437,982 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GNSS | Genasys Inc. | +1,034,710 | 6,487,209 | $11,806,720 | |
| STEX | Streamex Corp. | +52,269 | 115,743 | $130,789 | |
| FTEK | Fuel Tech, Inc. | +45,000 | 115,000 | $140,300 | |
| CPZ | Calamos Long/Short Equity & Dynamic Income Trust | +10,399 | 57,058 | $774,277 | |
| UUUU | Energy Fuels Inc | +7,545 | 125,720 | $2,294,390 | |
| BA | Boeing Co | +4,064 | 25,892 | $5,153,284 | |
| IBM | International Business Machines Corp | +3,563 | 9,405 | $2,279,677 | |
| BRK-B | Berkshire Hathaway Inc | +3,524 | 17,376 | $8,326,579 | |
| BAC | Bank Of America Corp /De/ | +2,576 | 7,795 | $380,006 | |
| NVDA | Nvidia Corp | +2,422 | 6,858 | $1,196,035 | |
| AAPL | Apple Inc. | +1,675 | 12,514 | $3,175,928 | |
| TSLA | Tesla, Inc. | +757 | 2,345 | $871,753 | |
| MSFT | Microsoft Corp | +649 | 2,782 | $1,029,812 | |
| WFC | Wells Fargo & Company/Mn | +248 | 4,175 | $332,371 | |
| MU | Micron Technology Inc | +246 | 2,628 | $887,843 | |
| AMGN | Amgen Inc | +231 | 3,095 | $1,088,975 | |
| META | Meta Platforms, Inc. | +125 | 838 | $479,444 | |
| HD | Home Depot, Inc. | +66 | 703 | $231,209 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BEEM | Beam Global | −171,857 | 1,112,388 | $1,635,210 | |
| DNN | Denison Mines Corp. | −30,804 | 28,896 | $102,002 | |
| SLV | iShares Silver Trust | −8,740 | 3,860 | $263,020 | |
| CTRA | Coterra Energy Inc. | −617 | 10,302 | $362,012 | |
| AMZN | Amazon Com Inc | −513 | 4,896 | $1,019,689 | |
| BABA | Alibaba Group Holding Ltd | −245 | 2,463 | $309,007 | |
| GLD | Spdr Gold Trust | −166 | 1,206 | $518,929 | |
| GOOGL | Alphabet Inc. | −4 | 1,102 | $316,891 | |
| INTC | Intel Corp | −2 | 9,774 | $431,326 | |
| No positions match the current search. | |||||
34 tracked positions ·
$47,720,602 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GNSS |
Genasys Inc.
Technology
|
Added | 6,487,209 | $11,806,720 | 24.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 17,376 | $8,326,579 | 17.45% | |
| BA |
Boeing Co
Industrials
|
Added | 25,892 | $5,153,284 | 10.80% | |
| AAPL |
Apple Inc.
Technology
|
Added | 12,514 | $3,175,928 | 6.66% | |
| UUUU |
Energy Fuels Inc
CALL
+ SHARES
Energy
|
Added | 125,720 | $2,294,390 | 4.81% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 9,405 | $2,279,677 | 4.78% | |
| BEEM |
Beam Global
CALL
+ SHARES
Technology
|
Reduced | 1,112,388 | $1,635,210 | 3.43% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,858 | $1,196,035 | 2.51% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 3,095 | $1,088,975 | 2.28% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,782 | $1,029,812 | 2.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,896 | $1,019,689 | 2.14% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,628 | $887,843 | 1.86% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,345 | $871,753 | 1.83% | |
| CPZ |
Calamos Long/Short Equity & Dynamic Income Trust
Financial Services
|
Added | 57,058 | $774,277 | 1.62% | |
| CVX |
Chevron Corp
Energy
|
Held | 3,411 | $705,735 | 1.48% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,206 | $518,929 | 1.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 838 | $479,444 | 1.00% | |
| EIX |
Edison International
Utilities
|
NEW | 5,985 | $437,982 | 0.92% | |
| INTC |
Intel Corp
Technology
|
Reduced | 9,774 | $431,326 | 0.90% | |
| BP |
Bp PLC
Energy
|
Held | 8,127 | $381,969 | 0.80% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 7,795 | $380,006 | 0.80% | |
| CTRA |
Coterra Energy Inc.
Energy
|
Reduced | 10,302 | $362,012 | 0.76% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 4,175 | $332,371 | 0.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,102 | $316,891 | 0.66% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
Reduced | 2,463 | $309,007 | 0.65% | |
| SLV |
iShares Silver Trust
|
Reduced | 3,860 | $263,020 | 0.55% | |
| IREN |
IREN Ltd
Financial Services
|
NEW | 7,000 | $239,960 | 0.50% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 703 | $231,209 | 0.48% | |
| ALMU |
Aeluma, Inc.
Technology
|
Held | 17,573 | $230,030 | 0.48% | |
| FTEK |
Fuel Tech, Inc.
Industrials
|
Added | 115,000 | $140,300 | 0.29% | |
| STEX |
Streamex Corp.
CALL
+ SHARES
Financial Services
|
Added | 115,743 | $130,789 | 0.27% | |
| IFN |
Aberdeen India Fund, Inc.
Financial Services
|
Held | 10,128 | $114,648 | 0.24% | |
| DNN |
Denison Mines Corp.
Energy
|
Reduced | 28,896 | $102,002 | 0.21% | |
| SKYX |
SKYX Platforms Corp.
Industrials
|
Held | 65,000 | $72,800 | 0.15% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.