Integrity Wealth Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Sharon Medina, the Operations Manager, on October 29, 2026. The firm’s address is listed as 196 S. Fir St., Suite 140 in Ventura, California.
The report details the firm's holdings in 77 different equities. The largest position disclosed is in Broadcom Inc. Class A, with 474,134 shares. The firm also holds significant positions in Boeing Co., with 5,643,370 shares, and International Business Machines Corp., with 954,939 shares. Other notable holdings include shares in Amazon.com Inc., Amgen Inc., Apple Inc., and Bank of America Corp.
The portfolio includes a mix of large-cap technology stocks, energy companies, and exchange-traded funds. Specific holdings include Alphabet Inc. Class A and Class C, Microsoft Corp., NVIDIA Corp., and Tesla Inc. The firm also holds positions in energy-focused companies such as Devon Energy Corp., Valero Energy Corp., and Chevron Corporation. Additionally, the filing lists several exchange-traded funds, including the Invesco Actively Managed Exchange-Traded Fund Total Return, the Invesco Exchange-Traded Fund Trust II S&P 500 Revenue, and the SPDR Series Trust ST STR P500ETF.
