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Samira Kadam

Integrity Wealth Solutions Llc

Assets Managed
$254.548M
Holdings
130
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
0.69%(2Q avg: 6.72%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrity Wealth Solutions Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 130 positions.

Assets under management

The assets under management (AUM) of Integrity Wealth Solutions Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 254.548M in assets, with a quarterly growth rate of 0.69% and a 2-quarter average growth rate of 6.72%. The portfolio is managed by Samira Kadam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -7.08%
6.13%
$15.587M
243,237 shares@ $64.08 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 0.99%
5.16%
$13.112M
30,020 shares@ $436.79 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -2.28%
4.93%
$12.528M
63,853 shares@ $196.2 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -1.2%
3.65%
$9.284M
84,041 shares@ $110.48 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 0.68%
3.56%
$9.037M
38,031 shares@ $237.62 avg price
PTRB
Pgim Total Return Bond Etf
Recent Activity
Increased 6.64%
3.48%
$8.848M
213,157 shares@ $41.51 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -3.32%
3.18%
$8.081M
87,183 shares@ $92.69 avg price
SLYG
Spdr S&p 600 Small Cap Growt
Recent Activity
Decreased -0.56%
2.98%
$7.577M
78,421 shares@ $96.63 avg price
VPLS
Vanguard Core-plus Bond Etf
Recent Activity
Increased 10.71%
2.5%
$6.341M
81,722 shares@ $77.59 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -2.36%
2.42%
$6.159M
181,883 shares@ $33.87 avg price

1-10 of 130