Integrity Wealth Partners, LLC

Est. AUM

$111.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$9.3M	164789	8.41%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$8.0M	205241	7.18%	SOLE
3	APPLE INC	COM	$7.2M	28363	6.48%	SOLE
4	NEOS ETF TRUST	NEOS S&P 500 HI	$5.6M	113495	5.04%	SOLE
5	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$4.9M	89005	4.45%	SOLE
6	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$4.7M	205814	4.25%	SOLE
7	ISHARES TR	20 YR TR BD ETF	$3.7M	42876	3.35%	SOLE
8	PIMCO DYNAMIC INCOME OPRNTS	COM BEN SHS	$3.0M	233197	2.71%	SOLE
9	LISTED FDS TR	ROUNDHILL MAGNIF	$2.7M	47340	2.47%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	8094	2.34%	SOLE
11	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.3M	3534	2.07%	SOLE
12	NEOS ETF TRUST	GOLD HIGH INCOME	$2.0M	34756	1.78%	SOLE
13	ISHARES TR	MSCI USA QLT FCT	$1.9M	10096	1.74%	SOLE
14	MICROSOFT CORP	COM	$1.7M	4548	1.52%	SOLE
15	TIDAL TRUST I	FUNDSTRAT GRANNY	$1.5M	61758	1.33%	SOLE
16	SPDR INDEX SHS FDS	STATE STREET SPD	$1.4M	31664	1.30%	SOLE
17	SSGA ACTIVE TR	STATE STREET US	$1.4M	24756	1.29%	SOLE
18	ISHARES TR	MSCI ACWI ETF	$1.4M	10130	1.26%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	14105	1.24%	SOLE
20	LAM RESEARCH CORP	COM NEW	$1.4M	6324	1.22%	SOLE
21	ZACKS TRUST	EARNGS CONSTANT	$1.3M	39798	1.21%	SOLE
22	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.3M	43864	1.15%	SOLE
23	ORACLE CORP	COM	$1.2M	8489	1.12%	SOLE
24	ISHARES TR	MSCI INTL QUALTY	$1.2M	26761	1.11%	SOLE
25	T ROWE PRICE ETF INC	TECHNOLOGY ETF	$1.2M	40067	1.09%	SOLE
26	NUVEEN CA DIVI ADV MUN	COM	$1.1M	95930	1.01%	SOLE
27	SPDR INDEX SHS FDS	STATE STREET SPD	$1.1M	23805	1.01%	SOLE
28	ISHARES TR	RUS 1000 GRW ETF	$1.1M	2578	0.99%	SOLE
29	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	16455	0.95%	SOLE
30	NEOS ETF TRUST	BITCOIN HIGH INC	$992K	30272	0.89%	SOLE
31	ISHARES TR	CORE S&P SCP ETF	$941K	7569	0.85%	SOLE
32	ISHARES TR	MRGSTR MD CP GRW	$923K	11720	0.83%	SOLE
33	ISHARES TR	CORE US AGGBD ET	$857K	8637	0.77%	SOLE
34	INTEL CORP	COM	$844K	19126	0.76%	SOLE
35	NVIDIA CORPORATION	COM	$839K	4812	0.76%	SOLE
36	NUVEEN AMT FREE QLTY MUN INC	COM	$824K	73386	0.74%	SOLE
37	VISA INC	COM CL A	$812K	2688	0.73%	SOLE
38	VANGUARD INDEX FDS	MID CAP ETF	$807K	2809	0.73%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$805K	10516	0.72%	SOLE
40	ISHARES INC	MSCI WORLD ETF	$793K	4403	0.71%	SOLE
41	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$787K	8489	0.71%	SOLE
42	SPDR GOLD TR	GOLD SHS	$765K	1777	0.69%	SOLE
43	ALPHABET INC	CAP STK CL A	$754K	2622	0.68%	SOLE
44	BLACKROCK TAX MUNICPAL BD TR	SHS	$717K	44345	0.65%	SOLE
45	GRAYSCALE ETHEREUM STAKING	SHS NEW	$707K	35290	0.64%	SOLE
46	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$669K	21805	0.60%	SOLE
47	ISHARES INC	MSCI GBL MIN VOL	$657K	5501	0.59%	SOLE
48	NXG NEXTGEN INFRASTR INCM FD	COM	$579K	10536	0.52%	SOLE
49	BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$565K	24887	0.51%	SOLE
50	ZACKS TRUST	SMALL/MID CAP	$555K	14972	0.50%	SOLE

1–50 of 99

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