Integrity Wealth Partners, LLC
Filing Date
Mar 31, 2026
Global Rank
#7,019
/ 8,232
Top Industry
Asset Management
28.4%
Period ended 2 months ago
Filed Apr 27, 2026 · 48d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-0.6%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−5.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
36 positions · as of Mar 31, 2026Top Position
23.2%
of portfolio value
Top 5
50.0%
of portfolio value
Top 10
65.7%
of portfolio value
HHI
841
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 48.1% | $14,949,034 |
| Financial Services | 28.8% | $8,932,568 |
| Unclassified | 12.8% | $3,968,217 |
| Communication Services | 3.1% | $963,381 |
| Consumer Defensive | 2.7% | $829,975 |
| Consumer Cyclical | 2.4% | $755,999 |
| Healthcare | 1.5% | $453,668 |
| Energy | 0.7% | $212,072 |
36 positions ·
$31,064,914 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 28,363 | $7,198,245 | 23.17% | |
| PDO |
PIMCO Dynamic Income Opportunities Fund
Financial Services
|
First | 233,197 | $3,015,237 | 9.71% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 3,534 | $2,298,301 | 7.40% | |
| MSFT |
Microsoft Corp
Technology
|
First | 4,548 | $1,683,533 | 5.42% | |
| LRCX |
Lam Research Corp
Technology
|
First | 6,324 | $1,351,185 | 4.35% | |
| ORCL |
Oracle Corp
Technology
|
First | 8,489 | $1,248,816 | 4.02% | |
| NAC |
Nuveen California Quality Municipal Income Fund
Financial Services
|
First | 95,930 | $1,117,584 | 3.60% | |
| INTC |
Intel Corp
Technology
|
First | 19,126 | $844,030 | 2.72% | |
| NVDA |
Nvidia Corp
Technology
|
First | 4,812 | $839,212 | 2.70% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
First | 73,386 | $824,124 | 2.65% | |
| V |
Visa Inc.
Financial Services
|
First | 2,688 | $812,421 | 2.62% | |
| GLD |
Spdr Gold Trust
|
First | 1,777 | $764,625 | 2.46% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,622 | $753,982 | 2.43% | |
| BBN |
BlackRock Taxable Municipal Bond Trust
Financial Services
|
First | 44,345 | $717,058 | 2.31% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
First | 35,290 | $700,859 | 2.26% | |
| NXG |
NXG NextGen Infrastructure Income Fund
Financial Services
|
First | 10,536 | $578,742 | 1.86% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
First | 24,887 | $564,934 | 1.82% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
First | 6,600 | $478,236 | 1.54% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 6,475 | $465,746 | 1.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,072 | $431,535 | 1.39% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 486 | $411,151 | 1.32% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,978 | $402,384 | 1.30% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 3,814 | $398,753 | 1.28% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 353 | $351,739 | 1.13% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 1,044 | $324,464 | 1.04% | |
| NBB |
Nuveen Taxable Municipal Income Fund
Financial Services
|
First | 20,124 | $315,141 | 1.01% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 825 | $278,808 | 0.90% | |
| GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
Financial Services
|
First | 17,543 | $254,373 | 0.82% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 694 | $244,183 | 0.79% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 770 | $238,322 | 0.77% | |
| CVX |
Chevron Corp
Energy
|
First | 1,025 | $212,072 | 0.68% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 857 | $209,485 | 0.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 366 | $209,399 | 0.67% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 5,321 | $204,432 | 0.66% | |
| BHK |
Blackrock Core Bond Trust
Financial Services
|
First | 21,048 | $192,799 | 0.62% | |
| IGR |
Cbre Global Real Estate Income Fund
Financial Services
|
First | 29,386 | $129,004 | 0.42% |