account_balance
Investment manager · 13F filer · SEC CIK 1917704
Integrity Financial Corp
Reported value$207Mas of Sep 30, 2026
Positions297 32 new, 26 sold out
Top 10 weight44.7%SPY alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
14.3%Trimmed −4%
QQQInvesco QQQ Tr
8.5%Trimmed −5%
AAPLApple Inc.
4.2%Trimmed −4%
HTRBHartford FDS Exchange Traded
3.3%Added +25%
MFSIMFS Active Exchange Traded F
3.1%Added +10%
MSFTMicrosoft Corp
2.6%Trimmed −2%
JPMJPMorgan Chase & Co
2.4%
CSRECohen & Steers ETF Trust
2.4%Added +3%
SCHMSchwab Strategic Tr
2.0%+86%
FLQMFranklin Templeton ETF Tr
2.0%Trimmed −42%
NVDANVIDIA Corp
1.9%Trimmed −2%
GOOGLAlphabet Inc.
1.9%
SPYSPDR S&P 500 ETF Trust
14.3%Trimmed −4%
QQQInvesco QQQ Tr
8.5%−5%
AAPLApple Inc.
4.2%
HTRBHartford FDS Exchange Traded
3.3%
MFSIMFS Active Exchange Traded F
3.1%
CSRE2.4%
SCHM2.0%
FLQM2.0%
NVDA1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 14.3% Trimmed −4%
QQQ Invesco QQQ Tr 8.5% Trimmed −5%
AAPL Apple Inc. 4.2% Trimmed −4%HTRB Hartford FDS Exchange Traded 3.3% Added +25%
MFSI MFS Active Exchange Traded F 3.1% Added +10%
MSFT Microsoft Corp 2.6% Trimmed −2%JPM JPMorgan Chase & Co 2.4% HeldCSRE Cohen & Steers ETF Trust 2.4% Added +3%
SCHM Schwab Strategic Tr 2.0% Added +86%
FLQM Franklin Templeton ETF Tr 2.0% Trimmed −42%
NVDA NVIDIA Corp 1.9% Trimmed −2%GOOGL Alphabet Inc. 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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