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Michelle Stockman

Integrity Advisory Solutions, Llc

Assets Managed
$757.073M
Holdings
293
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
9.05%(2Q avg: 9.94%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrity Advisory Solutions, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 293 positions.

Assets under management

The assets under management (AUM) of Integrity Advisory Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 757.073M in assets, with a quarterly growth rate of 9.05% and a 2-quarter average growth rate of 9.94%. The portfolio is managed by Michelle Stockman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 10.75%
15.5%
$117.306M
3.019M shares@ $38.87 avg price
DGCB
Dimensional Global Credit
Recent Activity
Increased 16.13%
8.4%
$63.527M
1.174M shares@ $54.14 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 12.06%
5.57%
$42.143M
780,569 shares@ $54.0 avg price
DFSV
Dimensional Us Small Cap Val
Recent Activity
Increased 8.5%
4%
$30.26M
863,575 shares@ $35.05 avg price
DFIC
Dimensional International Co
Recent Activity
Increased 6.27%
3.87%
$29.239M
822,926 shares@ $35.54 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 11.38%
3.75%
$28.347M
771,141 shares@ $36.76 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 2.03%
3.17%
$23.936M
404,179 shares@ $59.23 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 8.55%
2.61%
$19.735M
248,956 shares@ $79.28 avg price
DFSD
Dimensional Short Duration
Recent Activity
Increased 30.63%
1.95%
$14.688M
306,761 shares@ $47.89 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 3.67%
1.86%
$14.048M
349,544 shares@ $40.2 avg price

1-10 of 293