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Michelle Stockman

Integrity Alliance, Llc.

Assets Managed
$2.635B
Holdings
739
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
-3.88%(2Q avg: 12.53%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrity Alliance, Llc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 739 positions.

Assets under management

The assets under management (AUM) of Integrity Alliance, Llc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.635B in assets, with a quarterly growth rate of -3.88% and a 2-quarter average growth rate of 12.53%. The portfolio is managed by Michelle Stockman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.79%
4.53%
$119.297M
182,632 shares@ $653.22 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 3.72%
3.68%
$96.883M
2.493M shares@ $38.87 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 19.34%
2.93%
$77.166M
1.008M shares@ $76.55 avg price
GIS
General Mills Inc
Recent Activity
Increased 0.05%
2.32%
$61.114M
1.642M shares@ $37.23 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.29%
2.1%
$55.209M
217,538 shares@ $253.8 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -15.98%
1.97%
$51.9M
89,920 shares@ $577.19 avg price
DGCB
Dimensional Global Credit
Recent Activity
Increased 7.32%
1.74%
$45.62M
842,720 shares@ $54.14 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.68%
1.65%
$43.442M↓ Put
249,094 shares@ $174.41 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 7.62%
1.52%
$39.966M
865,259 shares@ $46.2 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -15.52%
1.52%
$39.823M
202,968 shares@ $196.21 avg price

1-10 of 739