INTEGRITY WEALTH ADVISORS, INC.

CIK 0001951908 · Q1 2026

13F Equity AUM

$167.7M

+14.3% QoQ

Positions

-2 QoQ

AUM Rank

—

Skill Alpha (FF)

—

Building track record (6q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 42.0%Top 10: 62.0%Top 20: 81.0%

RDVY12.4%

DINT10.0%

FPE7.3%

GNSS7.0%

GOOG5.2%

GTO5.1%

BRK/B5.0%

JPST3.5%

JAAA3.3%

BA3.1%

Others (60)38.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services74.3%

Technology12.5%

Communication Services5.7%

Industrials3.2%

Other4.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 70Median: 0.52%Avg: 1.43%

0–0.5%

34(7.1%)

0.5–1%

14(9.5%)

1–3%

12(21.4%)

3–5%

4(14.9%)

5%+

6(47.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 70vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New3Increased44Decreased16Exited5

New Positions

EIX0.3%

+6K

IREN0.1%

+7K

SHYG0.1%

+5K

Increased

GNSS7.0%

+1.0M(+19%)

DINT10.0%

+93K(+18%)

STEX0.1%

+52K(+82%)

GTO5.1%

+48K(+35%)

JPST3.5%

+45K(+63%)

FUE10.1%

+45K(+64%)

JAAA3.3%

+36K(+48%)

RDVY12.4%

+35K(+13%)

FALN1.4%

+34K(+62%)

FPE7.3%

+30K(+5%)

Decreased

BEEM1.0%

-171,857(-13%)

DML0.1%

-30,804(-52%)

SLV0.2%

-8,740(-69%)

PDBC0.3%

-7,413(-19%)

GOVT0.1%

-7,362(-40%)

NFLT0.1%

-4,637(-31%)

JPEF0.2%

-2,886(-34%)

FLMI0.2%

-2,388(-13%)

MUST0.1%

-1,377(-11%)

CTRA0.2%

-617(-6%)

Exited

-10,163

-5,972

-9,706

-1,852

-68,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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