Integrity Wealth Solutions LLC
Q1 2025 13F Holdings
- Locationdenver, CO
- Num holdings
105
- Value ($000)
$184,539
- Date Filed04/22/2025
- Form type13F-HR
- CIK0002006918
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $13.59M | 7 % | 267,389 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.28M | 6 % | 27,725 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.02M | 5 % | 57,979 | ||
PTRB PGIM ETF TR | TOTAL RETURN BON | 69344A800 | $6.40M | 4 % | 153,437 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $6.29M | 3 % | 101,612 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $6.10M | 3 % | 70,019 | ||
SLYG SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | $5.90M | 3 % | 71,038 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.95M | 3 % | 150,023 | ||
KRE SPDR SER TR | MSCI USA STRTGIC | 78468R812 | $4.59M | 3 % | 29,296 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $4.52M | 3 % | 174,733 |
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