Integrity Wealth Solutions LLC: 13F holdings
CIK 20069182026Q2
| Positions | 129 |
|---|---|
| Reported value | $270.6m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VEA VANGUARD TAX-MANAGED FDS | 243,750 | $17.4m | 6.4% |
| VUG VANGUARD INDEX FDS | 180,238 | $15.5m | 5.7% |
| VTV VANGUARD INDEX FDS | 61,483 | $13.4m | 5.0% |
| AVUV AMERICAN CENTY ETF TR | 85,116 | $10.6m | 3.9% |
| SLYG SPDR SERIES TRUST | 79,642 | $9.5m | 3.5% |
| PGIM ETF TR | 206,064 | $8.5m | 3.2% |
| DFAE DIMENSIONAL ETF TRUST | 177,726 | $7.1m | 2.6% |
| GLDM WORLD GOLD TR | 87,645 | $7.0m | 2.6% |
| DIMENSIONAL ETF TRUST | 150,627 | $6.7m | 2.5% |
| VXUS VANGUARD STAR FDS | 77,631 | $6.6m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2006918")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.