Integrity Wealth Partners, LLC
CIK 2121884 · Holdings on Mar 31, 2026 · First reported Apr 27, 2026
Top ten holdings
Q1 2026- JEPI8.41%
- DFAC7.18%
- AAPL6.48%
- SPYI5.04%
- JEPQ4.45%
- FTHI4.25%
- TLT3.35%
- PDO2.71%
- MAGS2.47%
- VTI2.34%
Share classes counted separately46.68%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $9.34M | 8.41% | 164.79K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $7.98M | 7.18% | 205.24K shares | Prior unavailable — | — | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $7.20M | 6.48% | 28.36K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPYINEOS S&P 500 HIGH INCOME ETFNEOS S&P 500 HI View history and evidence | $5.60M | 5.04% | 113.50K shares | Prior unavailable — | — | ↗▾ |
| 05 | JEPQJPM NASDAQ EQUITY PREMIUMNASDAQ EQT PREM View history and evidence | $4.94M | 4.45% | 89.00K shares | Prior unavailable — | — | ↗▾ |
| 06 | FTHIFTHI/FIRST TRUST EXCHANGE-TRBUYWRIT INCM ETF View history and evidence | $4.72M | 4.25% | 205.81K shares | Prior unavailable — | — | ↗▾ |
| 07 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $3.72M | 3.35% | 42.88K shares | Prior unavailable — | — | ↗▾ |
| 08 | PDOPIMCO DYNAMIC INCOME OPPORTCOM BEN SHS View history and evidence | $3.02M | 2.71% | 233.20K shares | Prior unavailable — | — | ↗▾ |
| 09 | MAGSROUNDHILL MAGNIFICENT SEVENROUNDHILL MAGNIF View history and evidence | $2.74M | 2.47% | 47.34K shares | Prior unavailable — | — | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $2.60M | 2.34% | 8.09K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2121884 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-27
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 111104799
}Research all 99 reported holdings.
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