Integrity Wealth Advisors, Inc. has disclosed its latest investment holdings in a recent filing, revealing a total value of approximately $193.5 million as of September 30, 2026. This update is crucial as it provides insight into the firm’s investment strategies and market positioning.

Based in Ventura, California, Integrity Wealth Advisors, Inc. operates under the Central Index Key (CIK) 0001951908. The firm specializes in wealth management and investment advisory services. Its recent filings include various forms, such as 13F-HR and Schedule 13G/A, indicating its active engagement in managing investment portfolios.

What the Filing Says

The most recent filing, accession number 0001172661-26-004746, details the firm’s holdings as of the end of September 2026. The report includes a total of 77 entries, showcasing a diverse portfolio across multiple sectors. Notably, the total value of the reported holdings is $193,487,439.

Sharon Medina, the Operations Manager, signed off on the filing, emphasizing the firm’s commitment to transparency and regulatory compliance. The filing indicates that there were no amendments to the report, suggesting that the data presented is consistent with the firm’s investment strategy.

Impact

This filing may affect various stakeholders, including clients, investors, and competitors in the wealth management industry. Clients may use this information to gauge the firm’s performance and investment philosophy, while competitors might analyze the holdings to refine their own strategies. The report highlights significant investments in major companies such as Apple, Amazon, and Alphabet, indicating a focus on technology and innovation.

What's Next

The filing does not specify what happens next, leaving room for speculation about future moves by Integrity Wealth Advisors. Investors and analysts will likely keep a close eye on subsequent filings to assess any changes in strategy or portfolio adjustments.