Integrity Wealth Partners, LLC

Registered adviser

CIK

2121884

Location

WALNUT CREEK, CA

Portfolio Value

Small $111,577,635

Diversification

Diversified

Filing Date

Global Rank

#7,944 / 8,813 · as of Mar 2026

Top Industry

Consumer Electronics 27.9%

Period ended 20 days ago

Filed Oct 14, 2026 · 6d

2 quarters · since Mar 2026

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 167314

Roster of Oct 1, 2026

Regulatory AUM

$193,862,881

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$193,862,881	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$171,057,868	Individuals and high net worth (99%)
Mar 2024 to Mar 2025	$175,395,833	Individuals and high net worth (99%)
May 2023 to Feb 2024	$156,226,118	Individuals and high net worth (97%)
Mar 2023 to Apr 2023	$156,226,118	Individuals and high net worth (97%)
Apr 2022 to Feb 2023	$172,877,760	Individuals and high net worth (92%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Mar 31, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 64.1% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 1.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 82.3%; sector active share 61.6% against the combined 13F book's sector weights.

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

103 tracked positions · as of Sep 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.9%

−1.1 pts

Top 5

46.4%

−1.6 pts

Top 10

63.3%

−0.9 pts

HHI

581

Diversified−35

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.6%	$77,629,246	69
Technology	18.2%	$20,342,705	11
Financial Services	7.9%	$8,816,705	11
Communication Services	1.4%	$1,513,389	3
Consumer Defensive	0.9%	$967,775	2
Industrials	0.7%	$793,826	2
Consumer Cyclical	0.7%	$783,980	2
Healthcare	0.5%	$519,673	2
Energy	0.2%	$210,336	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PDO	PIMCO Dynamic Income Opportunities Fund	+59,402	292,599	$3,470,224
FTHI	First Trust BuyWrite Income ETF	+47,880	253,694	$5,984,641
SPYI	NEOS S&P 500(R) High Income ETF	+18,448	131,943	$7,015,409
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+16,575	105,580	$6,467,830
JEPI	JPMorgan Equity Premium Income ETF	+15,071	179,860	$10,111,729
QUIZ		+10,872	29,742	$854,219
ZECP	Zacks Earnings Consistent Portfolio ETF	+7,634	47,432	$1,760,201
MNST	Monster Beverage Corp	+6,635	13,235	$550,840
VO	VANGUARD MID-CAP INDEX FUND	+6,565	9,374	$735,109
IWF	iShares Russell 1000 Growth ETF	+6,524	9,102	$0
BTCI	NEOS Bitcoin High Income ETF	+3,749	34,021	$1,148,208
IAUI	NEOS Gold High Income ETF	+2,578	37,334	$1,803,978
SMIZ	Zacks Small/Mid Cap ETF	+2,425	17,397	$712,059
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+2,417	16,522	$2,033,527
XLSR	State Street(R) US Sector Rotation ETF	+2,027	26,783	$1,778,659
—		+1,464	63,222	$0
TTEQ	T. Rowe Price Technology ETF	+1,173	41,240	$1,832,705
MAGS	Roundhill Magnificent Seven ETF	+907	48,247	$3,458,827
FISR	State Street(R) Fixed Income Sector Rotation ETF	+807	15,698	$383,188
IBIT	iShares Bitcoin Trust ETF	+712	6,033	$285,602
AGG	iShares Core U.S. Aggregate Bond ETF	+706	9,343	$0
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+684	11,200	$1,005,312
AVGO	Broadcom Inc.	+657	1,427	$501,148
FTCS	First Trust Capital Strength ETF	+594	9,083	$852,439
SPIB	State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF	+541	10,563	$340,973
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TLT	iShares 20+ Year Treasury Bond ETF	−13,451	29,425	$0
DFAC	Dimensional U.S. Core Equity 2 ETF	−6,669	198,572	$8,826,525
INTC	Intel Corp	−6,571	12,555	$1,509,487
SCHG	Schwab U.S. Large-Cap Growth ETF	−5,987	37,877	$1,360,920
BTT	BlackRock Municipal 2030 Target Term Trust	−4,487	20,400	$445,536
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	−2,845	28,819	$1,447,001
IQLT	iShares MSCI Intl Quality Factor ETF	−2,455	24,306	$0
BBN	BlackRock Taxable Municipal Bond Trust	−2,420	41,925	$603,720
SCHD	Schwab U.S. Dividend Equity ETF	−2,013	19,792	$643,833
VEA	Vanguard FTSE Developed Markets ETF	−1,343	15,112	$1,067,058
QUAL	iShares MSCI USA Quality Factor ETF	−1,189	8,907	$0
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−1,162	72,224	$718,628
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−987	22,818	$1,181,059
URTH	iShares MSCI World ETF	−753	3,650	$752,739
SCHE	Schwab Emerging Markets Equity ETF	−729	7,421	$270,495
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−723	7,371	$2,758,523
PY	Principal Value ETF	−678	5,295	$295,566
—		−607	7,617	$0
NXG	NXG NextGen Infrastructure Income Fund	−538	9,998	$543,691
IWR	iShares Russell Mid-Cap ETF	−500	3,000	$0
GBAB	Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust	−493	17,050	$212,102
IMCG	iShares Morningstar Mid-Cap Growth ETF	−393	11,327	$0
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−367	3,437	$203,848
NOW	ServiceNow, Inc.	−357	3,457	$463,272
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−330	4,838	$278,475
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
RDVY	First Trust Rising Dividend Achievers ETF	7,683	$601,502
SPCX	Space Exploration Technologies Corp	3,857	$581,867
DBA	Invesco Db Agriculture Fund	20,085	$565,191
GEV	GE Vernova Inc.	223	$211,959
QQQ	Invesco Qqq Trust, Series 1	281	$207,875
WRAP	Wrap Technologies, Inc.	41,100	$58,773
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
UBER	Uber Technologies, Inc	6,475	$465,746
IGR	Cbre Global Real Estate Income Fund	29,386	$129,004
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 tracked positions · $111,577,635 total · filing declares 103 positions · $129,068,612 · as of Sep 30, 2026

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

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JEPI	JPMorgan Equity Premium Income ETF	Added	179,860	+15,071	$10,111,729	+8.3%	9.06%
AAPL	Apple Inc. Technology	Added	28,443	+80	$9,472,087	+31.6%	8.49%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	198,572	-6,669	$8,826,525	+10.7%	7.91%
SPYI	NEOS S&P 500(R) High Income ETF	Added	131,943	+18,448	$7,015,409	+25.2%	6.29%
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	Added	105,580	+16,575	$6,467,830	+30.9%	5.80%
FTHI	First Trust BuyWrite Income ETF	Added	253,694	+47,880	$5,984,641	+26.7%	5.36%
PDO	PIMCO Dynamic Income Opportunities Fund Financial Services	Added	292,599	+59,402	$3,470,224	+15.1%	3.11%
MAGS	Roundhill Magnificent Seven ETF	Added	48,247	+907	$3,458,827	—	3.10%
SPY	Spdr S&P 500 ETF Trust	Added	3,825	+291	$2,917,059	+26.9%	2.61%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	7,371	-723	$2,758,523	—	2.47%
MSFT	Microsoft Corp Technology	Reduced	4,506	-42	$2,311,127	+37.3%	2.07%
LRCX	Lam Research Corp Technology	Added	6,346	+22	$2,084,724	+54.3%	1.87%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	16,522	+2,417	$2,033,527	+47.2%	1.82%
TTEQ	T. Rowe Price Technology ETF	Added	41,240	+1,173	$1,832,705	+51.2%	1.64%
IAUI	NEOS Gold High Income ETF	Added	37,334	+2,578	$1,803,978	−8.7%	1.62%
XLSR	State Street(R) US Sector Rotation ETF	Added	26,783	+2,027	$1,778,659	+24.4%	1.59%
ZECP	Zacks Earnings Consistent Portfolio ETF	Added	47,432	+7,634	$1,760,201	+30.7%	1.58%
INTC	Intel Corp Technology	Reduced	12,555	-6,571	$1,509,487	+78.8%	1.35%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Reduced	28,819	-2,845	$1,447,001	+0.1%	1.30%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	37,877	-5,987	$1,360,920	+6.5%	1.22%
AMD	Advanced Micro Devices Inc Technology	Added	2,018	+40	$1,234,531	+206.8%	1.11%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	22,818	-987	$1,181,059	+5.8%	1.06%
ORCL	Oracle Corp Technology	Added	8,524	+35	$1,170,345	−6.3%	1.05%
NVDA	Nvidia Corp Technology	Added	5,083	+271	$1,160,855	+38.3%	1.04%
BTCI	NEOS Bitcoin High Income ETF	Added	34,021	+3,749	$1,148,208	+15.7%	1.03%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	15,112	-1,343	$1,067,058	+1.2%	0.96%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	11,200	+684	$1,005,312	+24.9%	0.90%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	Added	96,309	+379	$987,167	−11.7%	0.88%
V	Visa Inc. Financial Services	Reduced	2,661	-27	$956,177	+17.7%	0.86%
GOOGL	Alphabet Inc. Communication Services	Added	2,708	+86	$931,768	+23.6%	0.84%
ETH	Grayscale Ethereum Staking Mini ETF	Reduced	35,079	-211	$894,163	+27.6%	0.80%
QUIZ		Added	29,742	+10,872	$854,219	+67.9%	0.77%
FTCS	First Trust Capital Strength ETF	Added	9,083	+594	$852,439	+8.3%	0.76%
GLD	Spdr Gold Trust	Added	2,067	+290	$787,196	+3.0%	0.71%
URTH	iShares MSCI World ETF	Reduced	3,650	-753	$752,739	−5.0%	0.67%
VO	VANGUARD MID-CAP INDEX FUND	Added	9,374	+6,565	$735,109	—	0.66%
NEA	Nuveen AMT-Free Quality Municipal Income Fund Financial Services	Reduced	72,224	-1,162	$718,628	−12.8%	0.64%
SMIZ	Zacks Small/Mid Cap ETF	Added	17,397	+2,425	$712,059	+28.3%	0.64%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	19,792	-2,013	$643,833	−3.8%	0.58%
BBN	BlackRock Taxable Municipal Bond Trust Financial Services	Reduced	41,925	-2,420	$603,720	−15.8%	0.54%
RDVY	First Trust Rising Dividend Achievers ETF	NEW	7,683	NEW	$601,502	NEW	0.54%
SPCX	Space Exploration Technologies Corp Industrials	NEW	3,857	NEW	$581,867	NEW	0.52%
DBA	Invesco Db Agriculture Fund	NEW	20,085	NEW	$565,191	NEW	0.51%
MNST	Monster Beverage Corp Consumer Defensive	Added	13,235	+6,635	$550,840	+15.2%	0.49%
NXG	NXG NextGen Infrastructure Income Fund Financial Services	Reduced	9,998	-538	$543,691	−6.1%	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,178	+106	$542,648	+25.7%	0.49%
AVGO	Broadcom Inc. Technology	Added	1,427	+657	$501,148	+110.3%	0.45%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Reduced	7,618	-325	$480,238	+2.1%	0.43%
FVAL	Fidelity Value Factor ETF	Reduced	5,813	-230	$469,457	+11.9%	0.42%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	6,767	-23	$468,682	+18.6%	0.42%

Showing the top 50 of 103 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.