Integrity Wealth Partners, LLC - Portfolio overview

Integrity Wealth Partners, LLC has 99 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JEPI - J P MORGAN EXCHANGE TRADED F, 8.41%
2. DFAC - DIMENSIONAL ETF TRUST, 7.18%
3. AAPL - APPLE INC, 6.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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