account_balance
Investment manager · 13F filer · SEC CIK 2121884
Integrity Wealth Partners, LLC
Reported value$129Mas of Sep 30, 2026
Positions103 6 new, 2 sold out
Top 10 weight46.9%JEPI alone is 8%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JEPIJ P Morgan Exchange Traded F
7.8%Added +9%
AAPLApple Inc.
7.3%
DFACDimensional ETF Trust
6.8%Trimmed −3%
SPYINeos ETF Trust
5.4%Added +16%
JEPQJ P Morgan Exchange Traded F
5.0%Added +19%
FTHIFirst Tr Exchange Traded Fd
4.6%Added +23%
PDOPimco Dynamic Income Opportunities Fund
2.7%Added +25%
MAGSListed FDS Tr
2.7%
SPYSPDR S&P 500 ETF Trust
2.3%+8%
VTIVanguard Index FDS
2.1%−9%
MSFTMicrosoft Corp
1.8%
TLTiShares Tr
1.8%−31%
JEPIJ P Morgan Exchange Traded F
7.8%Added +9%
AAPLApple Inc.
7.3%
DFACDimensional ETF Trust
6.8%−3%
SPYINeos ETF Trust
5.4%+16%
JEPQJ P Morgan Exchange Traded F
5.0%+19%
FTHIFirst Tr Exchange Traded Fd
4.6%
PDOPimco Dynamic Income Opportunities Fund
2.7%
MAGSListed FDS Tr
2.7%
VTI2.1%
MSFTTLT1.8%
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
JEPI J P Morgan Exchange Traded F 7.8% Added +9%
AAPL Apple Inc. 7.3% HeldDFAC Dimensional ETF Trust 6.8% Trimmed −3%
SPYI Neos ETF Trust 5.4% Added +16%
JEPQ J P Morgan Exchange Traded F 5.0% Added +19%
FTHI First Tr Exchange Traded Fd 4.6% Added +23%
PDO Pimco Dynamic Income Opportunities Fund 2.7% Added +25%MAGS Listed FDS Tr 2.7% Held
SPY SPDR S&P 500 ETF Trust 2.3% Added +8%VTI Vanguard Index FDS 2.1% Trimmed −9%
MSFT Microsoft Corp 1.8% HeldTLT iShares Tr 1.8% Trimmed −31%
What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.