INTEGRITY WEALTH ADVISORS, INC.
โขCIK: 1951908โขFiling: Q4 2025
**INTEGRITY WEALTH ADVISORS, INC.** manages $145M across a diversified portfolio of 72 positions. The fund exhibits significant concentration in technology and industrials, notably holding RDVY at $18.7M and DINT at $15.1M. Further allocations include substantial positions in FPE ($12.2M), GNSS ($11.7M), and GOOG ($8.4M). This structure suggests a tactical, conviction-driven approach targeting established growth and value names.
Total AUM
$142.3M
+ $2.4M in options
QoQ Performance
-42.5%
Positions
53
+ 3 options
Top 10 Concentration
63.6%
Latest Filing
Q4 2025
Top Holdings Allocation
RDVY
DINT
FPE
GNSS
GOOG
RDVY12.9%
DINT10.4%
FPE8.4%
GNSS8.1%
GOOG5.8%
BRK/B4.8%
GTO4.5%
BA3.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other78.1%
Technology11.1%
Financial5.3%
Industrial3.3%
Consumer1.5%
Healthcare0.6%
Communication0.1%
๐ช Exited Positionssold since Q3 2025
+16 more exited positions
Changes from Q3 2025
NEW17 new positions
โ8 increased
โ45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024