Integrity Wealth Partners, LLC
Clone Performance
May 2026–Aug 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.
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
38 tracked positions · as of Mar 31, 2026Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.6% | $14,949,034 |
| Financial Services | 27.2% | $8,932,568 |
| Unclassified | 16.5% | $5,415,525 |
| Communication Services | 3.8% | $1,257,699 |
| Consumer Defensive | 2.5% | $829,975 |
| Consumer Cyclical | 2.3% | $755,999 |
| Healthcare | 1.4% | $453,668 |
| Energy | 0.6% | $212,072 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
First | 28,363 | $7,198,245 | 21.94% | |
| PDO |
PIMCO Dynamic Income Opportunities Fund
Financial Services
|
First | 233,197 | $3,015,237 | 9.19% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 3,534 | $2,298,301 | 7.01% | |
| MSFT |
Microsoft Corp
Technology
|
First | 4,548 | $1,683,533 | 5.13% | |
| LRCX |
Lam Research Corp
Technology
|
First | 6,324 | $1,351,185 | 4.12% | |
| ORCL |
Oracle Corp
Technology
|
First | 8,489 | $1,248,816 | 3.81% | |
| NAC |
Nuveen California Quality Municipal Income Fund
Financial Services
|
First | 95,930 | $1,117,584 | 3.41% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
First | 16,455 | $1,054,436 | 3.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 3,648 | $1,048,300 | 3.20% | |
| INTC |
Intel Corp
Technology
|
First | 19,126 | $844,030 | 2.57% | |
| NVDA |
Nvidia Corp
Technology
|
First | 4,812 | $839,212 | 2.56% | |
| NEA |
Nuveen AMT-Free Quality Municipal Income Fund
Financial Services
|
First | 73,386 | $824,124 | 2.51% | |
| V |
Visa Inc.
Financial Services
|
First | 2,688 | $812,421 | 2.48% | |
| GLD |
Spdr Gold Trust
|
First | 1,777 | $764,625 | 2.33% | |
| BBN |
BlackRock Taxable Municipal Bond Trust
Financial Services
|
First | 44,345 | $717,058 | 2.19% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
First | 35,290 | $700,859 | 2.14% | |
| NXG |
NXG NextGen Infrastructure Income Fund
Financial Services
|
First | 10,536 | $578,742 | 1.76% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
First | 24,887 | $564,934 | 1.72% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
First | 6,600 | $478,236 | 1.46% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 6,475 | $465,746 | 1.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 2,072 | $431,535 | 1.32% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
First | 486 | $411,151 | 1.25% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,978 | $402,384 | 1.23% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 3,814 | $398,753 | 1.22% | |
| VXF |
Vanguard Extended Market ETF
|
First | 1,909 | $392,872 | 1.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 353 | $351,739 | 1.07% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 1,044 | $324,464 | 0.99% | |
| NBB |
Nuveen Taxable Municipal Income Fund
Financial Services
|
First | 20,124 | $315,141 | 0.96% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 825 | $278,808 | 0.85% | |
| GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
Financial Services
|
First | 17,543 | $254,373 | 0.78% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 694 | $244,183 | 0.74% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 770 | $238,322 | 0.73% | |
| CVX |
Chevron Corp
Energy
|
First | 1,025 | $212,072 | 0.65% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 857 | $209,485 | 0.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 366 | $209,399 | 0.64% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 5,321 | $204,432 | 0.62% | |
| BHK |
Blackrock Core Bond Trust
Financial Services
|
First | 21,048 | $192,799 | 0.59% | |
| IGR |
Cbre Global Real Estate Income Fund
Financial Services
|
First | 29,386 | $129,004 | 0.39% |
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.