Integrity Wealth Partners, LLC

CIK

2121884

Location

WALNUT CREEK, CA

Portfolio Value

Micro $829,975

Diversification

Diversified

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 SPY

Hypothetical 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, 2026

Top 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	Positions
Technology	48.1%	$14,949,034	11
Financial Services	28.8%	$8,932,568	12
Unclassified	12.8%	$3,968,217	4
Communication Services	3.1%	$963,381	2
Consumer Defensive	2.7%	$829,975	2
Consumer Cyclical	2.4%	$755,999	2
Healthcare	1.5%	$453,668	2
Energy	0.7%	$212,072	1

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $829,975 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
MNST	Monster Beverage Corp Consumer Defensive	First	6,600	—	$478,236	—	57.62%
COST	Costco Wholesale Corp /New Consumer Defensive	First	353	—	$351,739	—	42.38%