INTEGRITY WEALTH ADVISORS, INC.

CIK

1951908

Location

Ventura, CA

Portfolio Value

Small $149,473,290

Diversification

Diversified

Filing Date

Global Rank

#6,891 / 8,794 ▲ 191 · as of Mar 2026

Top Industry

Scientific & Technical Instruments 19.8%

Period ended 6 months ago

Filed May 14, 2026 · 4mo

6 quarters · since Dec 2024

Portfolio Concentration

54 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.9%

+1.1 pts

Top 5

46.7%

−0.0 pts

Top 10

72.5%

+3.1 pts

HHI

666

Diversified+44

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	60.1%	$89,761,055	21
Technology	15.2%	$22,672,581	9
Financial Services	9.8%	$14,662,046	8
Communication Services	6.4%	$9,568,513	2
Industrials	3.6%	$5,366,384	3
Energy	2.3%	$3,484,096	5
Consumer Cyclical	1.6%	$2,431,658	4
Healthcare	0.7%	$1,088,975	1
Utilities	0.3%	$437,982	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GNSS	Genasys Inc.	+1,034,710	6,487,209	$11,806,720
DFNL	Davis Select Financial ETF	+93,436	667,285	$18,738,632
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+62,109	175,723	$8,496,373
STEX	Streamex Corp.	+52,269	115,743	$130,789
DVVY	Invesco Diversified Dividend Opportunities ETF	+48,912	190,098	$8,921,696
FTEK	Fuel Tech, Inc.	+45,000	115,000	$140,300
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+37,127	259,200	$9,489,361
JA	Janus Henderson AA-A CLO ETF	+36,015	110,536	$5,567,698
AIRR	First Trust RBA American Industrial Renaissance ETF	+35,008	303,538	$20,725,574
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+22,454	139,282	$7,219,975
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
CAAA	First Trust AAA CMBS ETF	+5,375	11,850	$590,248
—		+5,353	40,625	$2,546,375
BILZ	PIMCO Ultra Short Government Active ETF	+4,388	44,954	$1,177,794
BA	Boeing Co	+4,064	25,892	$5,153,284
GOOGL	Alphabet Inc.	+3,946	31,682	$9,089,069
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
AFK	VanEck Africa Index ETF	+1,199	3,100	$1,188,540
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	+1,067	5,063	$249,960
TSLA	Tesla, Inc.	+757	2,345	$871,753
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
BEEM	Beam Global	−171,857	1,112,388	$1,635,210
DNN	Denison Mines Corp.	−30,804	28,896	$102,002
IVZ	Invesco Ltd.	−17,959	18,363	$4,363,416
SLV	iShares Silver Trust	−8,740	3,860	$263,020
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	−7,413	31,024	$537,335
AMZA	InfraCap MLP ETF	−4,637	10,361	$235,712
BUYZ	Franklin Disruptive Commerce ETF	−2,388	16,346	$405,217
AAAC	Columbia AAA CLO ETF	−1,377	11,676	$239,474
—		−617	10,302	$0
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−557	20,602	$1,037,104
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
INTC	Intel Corp	−2	9,774	$431,326
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
EIX	Edison International	5,985	$437,982
IREN	IREN Ltd	7,000	$239,960
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FCAL	First Trust California Municipal High income ETF	664,866	$12,113,858
LNG	Cheniere Energy, Inc.	10,163	$1,975,585
AIEQ	Amplify AI Powered Equity ETF	9,706	$268,565
DIS	Walt Disney Co	1,852	$210,702
ANY	Sphere 3D Corp.	68,000	$20,264
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $149,473,290 total · filing declares 73 positions · $167,739,050 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	303,538	+35,008	$20,725,574	+11.1%	13.87%
DFNL	Davis Select Financial ETF	Added	667,285	+93,436	$18,738,632	+9.1%	12.54%
GNSS	Genasys Inc. Technology	Added	6,487,209	+1,034,710	$11,806,720	+0.7%	7.90%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	259,200	+37,127	$9,489,361	+26.8%	6.35%
GOOGL	Alphabet Inc. Communication Services	Added	31,682	+3,946	$9,089,069	+4.4%	6.08%
DVVY	Invesco Diversified Dividend Opportunities ETF	Added	190,098	+48,912	$8,921,696	+32.9%	5.97%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	175,723	+62,109	$8,496,373	+67.8%	5.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,376	+3,524	$8,326,579	+19.6%	5.57%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	139,282	+22,454	$7,219,975	+10.9%	4.83%
JA	Janus Henderson AA-A CLO ETF	Added	110,536	+36,015	$5,567,698	+47.7%	3.72%
BA	Boeing Co Industrials	Added	25,892	+4,064	$5,153,284	+8.7%	3.45%
IVZ	Invesco Ltd. Financial Services	Reduced	18,363	-17,959	$4,363,416	−19.7%	2.92%
AAPL	Apple Inc. Technology	Added	12,514	+1,675	$3,175,928	+7.8%	2.12%
		Added	40,625	+5,353	$2,546,375	+1.0%	1.70%
UUUU	Energy Fuels Inc CALL + SHARES Energy	Added	125,720	+7,545	$2,294,390	+33.5%	1.53%
IBM	International Business Machines Corp Technology	Added	9,405	+3,563	$2,279,677	+31.7%	1.53%
BEEM	Beam Global CALL + SHARES Technology	Reduced	1,112,388	-171,857	$1,635,210	−15.1%	1.09%
NVDA	Nvidia Corp Technology	Added	6,858	+2,422	$1,196,035	+44.6%	0.80%
AFK	VanEck Africa Index ETF	Added	3,100	+1,199	$1,188,540	+73.6%	0.80%
BILZ	PIMCO Ultra Short Government Active ETF	Added	44,954	+4,388	$1,177,794	+8.8%	0.79%
AMGN	Amgen Inc Healthcare	Added	3,095	+231	$1,088,975	+16.2%	0.73%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	20,602	-557	$1,037,104	−2.6%	0.69%
MSFT	Microsoft Corp Technology	Added	2,782	+649	$1,029,812	−0.2%	0.69%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,896	-513	$1,019,689	−18.3%	0.68%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	40,879	0	$1,018,295	−0.7%	0.68%
MU	Micron Technology Inc Technology	Added	2,628	+246	$887,843	+30.6%	0.59%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,345	+757	$871,753	+22.1%	0.58%
CPZ	Calamos Long/Short Equity & Dynamic Income Trust Financial Services	Added	57,058	+10,399	$774,277	+13.5%	0.52%
CVX	Chevron Corp Energy	Held	3,411	0	$705,735	+35.8%	0.47%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Held	18,736	0	$593,743	+35.4%	0.40%
CAAA	First Trust AAA CMBS ETF	Added	11,850	+5,375	$590,248	+82.4%	0.39%
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	Reduced	31,024	-7,413	$537,335	+5.5%	0.36%
GLD	Spdr Gold Trust	Reduced	1,206	-166	$518,929	−4.6%	0.35%
META	Meta Platforms, Inc. Communication Services	Added	838	+125	$479,444	+1.9%	0.32%
EIX	Edison International Utilities	NEW	5,985	NEW	$437,982	NEW	0.29%
INTC	Intel Corp Technology	Reduced	9,774	-2	$431,326	+19.6%	0.29%
BUYZ	Franklin Disruptive Commerce ETF	Reduced	16,346	-2,388	$405,217	−13.0%	0.27%
BP	Bp PLC Energy	Held	8,127	0	$381,969	+35.3%	0.26%
BAC	Bank Of America Corp /De/ Financial Services	Added	7,795	+2,576	$380,006	+32.4%	0.25%
WFC	Wells Fargo & Company/Mn Financial Services	Added	4,175	+248	$332,371	−9.2%	0.22%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	2,463	-245	$309,007	−22.2%	0.21%
SLV	iShares Silver Trust	Reduced	3,860	-8,740	$263,020	−67.6%	0.18%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	5,063	+1,067	$249,960	+19.1%	0.17%
IREN	IREN Ltd Financial Services	NEW	7,000	NEW	$239,960	NEW	0.16%
AAAC	Columbia AAA CLO ETF	Reduced	11,676	-1,377	$239,474	−11.0%	0.16%
AMZA	InfraCap MLP ETF	Reduced	10,361	-4,637	$235,712	−31.8%	0.16%
HD	Home Depot, Inc. Consumer Cyclical	Added	703	+66	$231,209	+5.5%	0.15%
ALMU	Aeluma, Inc. Technology	Held	17,573	0	$230,030	−23.8%	0.15%
FTEK	Fuel Tech, Inc. Industrials	Added	115,000	+45,000	$140,300	+28.5%	0.09%
STEX	Streamex Corp. CALL + SHARES Financial Services	Added	115,743	+52,269	$130,789	−32.0%	0.09%

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.