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Ryder Brose

Integrity Wealth Partners, Llc

Assets Managed
$111.105M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
24d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Integrity Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 positions.

Assets under management

The assets under management (AUM) of Integrity Wealth Partners, 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 111.105M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Ryder Brose, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
New Position
8.41%
$9.34M
164,789 shares@ $56.69 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
New Position
7.18%
$7.976M
205,241 shares@ $38.86 avg price
AAPL
Apple Inc
Recent Activity
New Position
6.48%
$7.198M
28,363 shares@ $253.79 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
New Position
5.05%
$5.603M
113,495 shares@ $49.38 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
New Position
4.45%
$4.942M
89,005 shares@ $55.53 avg price
FTHI
Fthi First Trust Exchange-tr
Recent Activity
New Position
4.26%
$4.723M
205,814 shares@ $22.96 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
New Position
3.35%
$3.717M
42,876 shares@ $86.69 avg price
PDO
Pimco Dynamic Income Opport
Recent Activity
New Position
2.72%
$3.015M
233,197 shares@ $12.93 avg price
MAGS
Roundhill Magnificent Seven
Recent Activity
New Position
2.47%
$2.743M
47,340 shares@ $57.94 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
New Position
2.34%
$2.596M
8,094 shares@ $320.8 avg price

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