Integrity Wealth Partners, LLC
Filing Date
Mar 31, 2026
Global Rank
#7,372
/ 8,588
Top Industry
Asset Management
28.4%
Period ended 3 months ago
Filed Apr 27, 2026 · 51d
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
+0.7%
SPY
+1.4%
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 |
11 positions ·
$14,949,034 total
· Technology only
· 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 |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
First | 770 | $238,322 | 1.59% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 825 | $278,808 | 1.87% | |
| NOW |
ServiceNow, Inc.
Technology
|
First | 3,814 | $398,753 | 2.67% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 1,978 | $402,384 | 2.69% | |
| UBER |
Uber Technologies, Inc
Technology
|
First | 6,475 | $465,746 | 3.12% | |
| NVDA |
Nvidia Corp
Technology
|
First | 4,812 | $839,212 | 5.61% | |
| INTC |
Intel Corp
Technology
|
First | 19,126 | $844,030 | 5.65% | |
| ORCL |
Oracle Corp
Technology
|
First | 8,489 | $1,248,816 | 8.35% | |
| LRCX |
Lam Research Corp
Technology
|
First | 6,324 | $1,351,185 | 9.04% | |
| MSFT |
Microsoft Corp
Technology
|
First | 4,548 | $1,683,533 | 11.26% | |
| AAPL |
Apple Inc.
Technology
|
First | 28,363 | $7,198,245 | 48.15% |