Integrity Wealth Partners, LLC
Integrity Wealth Partners, LLC reported 99 positions worth $111.1M as of March 31, 2026 (13F filed April 27, 2026). Largest holding: JEPI (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JEPI | SH | $9.3M | 8.41% | 164,789 | — | — | |
| ▸ 2 | DFAC | SH | $8.0M | 7.18% | 205,241 | — | — | |
| ▸ 3 | AAPL | SH | $7.2M | 6.48% | 28,363 | — | — | |
| ▸ 4 | SPYI | SH | $5.6M | 5.04% | 113,495 | — | — | |
| ▸ 5 | JEPQ | SH | $4.9M | 4.45% | 89,005 | — | — | |
| ▸ 6 | FTHI | SH | $4.7M | 4.25% | 205,814 | — | — | |
| ▸ 7 | TLT | SH | $3.7M | 3.35% | 42,876 | — | — | |
| ▸ 8 | PDO | SH | $3.0M | 2.71% | 233,197 | — | — | |
| ▸ 9 | MAGS | SH | $2.7M | 2.47% | 47,340 | — | — | |
| ▸ 10 | VTI | SH | $2.6M | 2.34% | 8,094 | — | — |
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Frequently Asked Questions
What stocks does Integrity Wealth Partners, LLC hold as of Q1 2026?
Integrity Wealth Partners, LLC reported 99 positions worth $111.1M in its Q1 2026 13F filing. Largest positions: JEPI (8.4%), DFAC (7.2%), AAPL (6.5%), SPYI (5.0%) and JEPQ (4.4%).
What did Integrity Wealth Partners, LLC buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Integrity Wealth Partners, LLC sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.