account_balance
Investment manager · 13F filer · SEC CIK 2006918
Integrity Wealth Solutions LLC
Reported value$271Mas of Jun 30, 2026
Positions129 9 new, 10 sold out
Top 10 weight37.8%VEA alone is 6%
FiledJul 3030 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
6.4%
VUGVanguard Index FDS
5.7%
VTVVanguard Index FDS
5.0%Trimmed −4%
AVUVAmerican Centy ETF Tr
3.9%
SLYGSPDR Series Trust
3.5%
PTRBPgim ETF Tr
3.2%Trimmed −3%
DFAEDimensional ETF Trust
2.6%Trimmed −2%
GLDMWorld Gold Trust
2.6%
DFACDimensional ETF Trust
2.5%
VXUSVanguard Star FDS
2.5%Added +4%
VPLSVanguard Malvern FDS
2.4%
DFARDimensional ETF Trust
2.2%Added +11%
VEAVanguard Tax-Managed FDS
6.4%
VUGVanguard Index FDS
5.7%
VTVVanguard Index FDS
5.0%Trimmed −4%
AVUVAmerican Centy ETF Tr
3.9%
SLYGSPDR Series Trust
3.5%
PTRBPgim ETF Tr
3.2%
DFAEDimensional ETF Trust
2.6%
GLDMWorld Gold Trust
2.6%
DFACDimensional ETF Trust
2.5%
VXUS
VPLS
DFAR
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
VEA Vanguard Tax-Managed FDS 6.4% Held
VUG Vanguard Index FDS 5.7% Held
VTV Vanguard Index FDS 5.0% Trimmed −4%
AVUV American Centy ETF Tr 3.9% Held
SLYG SPDR Series Trust 3.5% Held
PTRB Pgim ETF Tr 3.2% Trimmed −3%
DFAE Dimensional ETF Trust 2.6% Trimmed −2%
GLDM World Gold Trust 2.6% HeldDFAC Dimensional ETF Trust 2.5% Held
VXUS Vanguard Star FDS 2.5% Added +4%
VPLS Vanguard Malvern FDS 2.4% Held
DFAR Dimensional ETF Trust 2.2% Added +11%
What changed
Biggest moves since Mar 31, 2026
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