Integrity Advisory Solutions, LLC

Est. AUM

$754.0M

13F long equity, this entity only

Positions

287

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$117.3M	3018682	15.56%	SOLE
2	DIMENSIONAL ETF TRUST	GLOBAL CR ETF	$63.5M	1173502	8.43%	SOLE
3	DIMENSIONAL ETF TRUST	GLOBAL CORE PLUS	$42.1M	780569	5.59%	SOLE
4	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$30.3M	863575	4.01%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$29.2M	822926	3.88%	SOLE
6	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$28.3M	771141	3.76%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$23.9M	404179	3.17%	SOLE
8	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$19.7M	248956	2.62%	SOLE
9	DIMENSIONAL ETF TRUST	SHORT DURATION F	$14.7M	306761	1.95%	SOLE
10	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$14.0M	349544	1.86%	SOLE
11	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.5M	179204	1.52%	SOLE
12	VANGUARD BD INDEX FDS	INTERMED TERM	$11.1M	144002	1.47%	SOLE
13	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$11.0M	318884	1.46%	SOLE
14	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$11.0M	258786	1.46%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$10.9M	142422	1.45%	SOLE
16	ISHARES TR	CORE S&P500 ETF	$10.8M	16504	1.43%	SOLE
17	DIMENSIONAL ETF TRUST	DIMENSIONAL INTE	$9.9M	188367	1.31%	SOLE
18	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$9.9M	233985	1.31%	SOLE
19	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$9.7M	243038	1.29%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$9.7M	16805	1.29%	SOLE
21	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$9.6M	242349	1.27%	SOLE
22	FIRST TR EXCHANGE-TRADED ALP	SML CP GRW ALP	$9.5M	97707	1.26%	SOLE
23	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$9.3M	289259	1.24%	SOLE
24	ISHARES TR	CORE UNIVRSL USD	$6.6M	143159	0.88%	SOLE
25	MICROSOFT CORP	COM	$6.3M	17129	0.84%	SOLE
26	NVIDIA CORPORATION	COM	$6.1M	34834	0.81%	SOLE
27	SCHWAB STRATEGIC TR	US SML CAP ETF	$5.8M	199234	0.77%	SOLE
28	CAPITAL GROUP CORE BALANCED	SHS	$5.1M	147801	0.67%	SOLE
29	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.0M	86045	0.66%	SOLE
30	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$4.9M	137442	0.65%	SOLE
31	ISHARES TR	S&P 500 GRWT ETF	$4.9M	43324	0.65%	SOLE
32	DIMENSIONAL ETF TRUST	EMERGING MKTS HI	$4.9M	144064	0.65%	SOLE
33	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$4.8M	178855	0.63%	SOLE
34	ISHARES TR	EAFE VALUE ETF	$4.7M	63133	0.62%	SOLE
35	APPLE INC	COM	$4.1M	16015	0.54%	SOLE
36	ISHARES TR	S&P 500 VAL ETF	$4.0M	18958	0.53%	SOLE
37	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$3.8M	114335	0.51%	SOLE
38	ISHARES TR	MSCI USA QLT FCT	$3.6M	18769	0.48%	SOLE
39	ISHARES TR	CORE US AGGBD ET	$3.5M	35655	0.47%	SOLE
40	ISHARES TR	MBS ETF	$3.1M	32423	0.41%	SOLE
41	ISHARES INC	CORE MSCI EMKT	$3.0M	42677	0.39%	SOLE
42	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$2.9M	87408	0.39%	SOLE
43	AMAZON COM INC	COM	$2.8M	13419	0.37%	SOLE
44	ISHARES TR	U.S. TECH ETF	$2.8M	15274	0.37%	SOLE
45	ISHARES TR	ESG AWR MSCI USA	$2.8M	19566	0.37%	SOLE
46	VANGUARD INDEX FDS	VALUE ETF	$2.8M	14078	0.37%	SOLE
47	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$2.7M	70120	0.36%	SOLE
48	ISHARES TR	EAFE GRWTH ETF	$2.6M	23678	0.35%	SOLE
49	ISHARES TR	S&P 100 ETF	$2.1M	6644	0.28%	SOLE
50	SHERWIN WILLIAMS CO	COM	$2.0M	6280	0.27%	SOLE

1–50 of 287

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.