0002006918-25-000001.txt : 20250122 0002006918-25-000001.hdr.sgml : 20250122 20250122142945 ACCESSION NUMBER: 0002006918-25-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20241231 FILED AS OF DATE: 20250122 DATE AS OF CHANGE: 20250122 EFFECTIVENESS DATE: 20250122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Integrity Wealth Solutions LLC CENTRAL INDEX KEY: 0002006918 ORGANIZATION NAME: IRS NUMBER: 813376133 STATE OF INCORPORATION: CO FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23642 FILM NUMBER: 25545326 BUSINESS ADDRESS: STREET 1: 4725 S MONACO STREET, SUITE 335 CITY: DENVER STATE: CO ZIP: 80237 BUSINESS PHONE: 303-716-5777 MAIL ADDRESS: STREET 1: 4725 S MONACO STREET, SUITE 335 CITY: DENVER STATE: CO ZIP: 80237 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002006918 XXXXXXXX 12-31-2024 12-31-2024 Integrity Wealth Solutions LLC

4725 S MONACO STREET, SUITE 335 DENVER CO 80237

13F HOLDINGS REPORT 028-23642 000284862 801-119760 N Christina Duncan (720) 961-5825 Christina Duncan Westminster CO 01-22-2025 0 96 178525127 false INFORMATION TABLE 2 20241231_13f.xml ALPHABET INC CAP STK CL A 02079K305 938464 4958 SH SOLE 0 0 4958 ALPHABET INC CAP STK CL C 02079K107 1384923 7272 SH SOLE 0 0 7272 AMAZON COM INC COM 023135106 2226370 10148 SH SOLE 0 0 10148 AMERICAN CENTY ETF TR US EQT ETF 025072885 4127667 42584 SH SOLE 0 0 42584 AMERICAN CENTY ETF TR US SML CP VALU 025072877 6613469 68512 SH SOLE 0 0 68512 AMERICAN CENTY ETF TR AVANTIS MODERAT 025072182 385471 6630 SH SOLE 0 0 6630 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 500951 6922 SH SOLE 0 0 6922 APPLE INC COM 037833100 3886939 15522 SH SOLE 0 0 15522 BANK AMERICA CORP COM 060505104 254572 5792 SH SOLE 0 0 5792 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 634441 1400 SH SOLE 0 0 1400 BROADCOM INC COM 11135F101 491799 2121 SH SOLE 0 0 2121 CATERPILLAR INC COM 149123101 225170 621 SH SOLE 0 0 621 COSTCO WHSL CORP NEW COM 22160K105 385657 421 SH SOLE 0 0 421 CROWDSTRIKE HLDGS INC CL A 22788C105 259357 758 SH SOLE 0 0 758 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 3058680 124564 SH SOLE 0 0 124564 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 3149014 135325 SH SOLE 0 0 135325 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 4286263 168950 SH SOLE 0 0 168950 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 1423127 48737 SH SOLE 0 0 48737 DIMENSIONAL ETF TRUST NATL MUN BD ETF 25434V849 1526017 31945 SH SOLE 0 0 31945 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 5130741 148330 SH SOLE 0 0 148330 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 257867 6804 SH SOLE 0 0 6804 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1052102 18902 SH SOLE 0 0 18902 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 312307 7632 SH SOLE 0 0 7632 E L F BEAUTY INC COM 26856L103 296172 2359 SH SOLE 0 0 2359 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 1523114 70352 SH SOLE 0 0 70352 FUBOTV INC COM 35953D104 46822 37160 SH SOLE 0 0 37160 HOME DEPOT INC COM 437076102 425077 1093 SH SOLE 0 0 1093 INVESCO QQQ TR UNIT SER 1 46090E103 1257418 2460 SH SOLE 0 0 2460 ISHARES GOLD TR ISHARES NEW 464285204 255818 5167 SH SOLE 0 0 5167 ISHARES TR RUS 2000 GRW ETF 464287648 696026 2418 SH SOLE 0 0 2418 ISHARES TR EAFE SML CP ETF 464288273 487600 8026 SH SOLE 0 0 8026 ISHARES TR CORE MSCI TOTAL 46432F834 566837 8570 SH SOLE 0 0 8570 ISHARES TR AGGRES ALLOC ETF 464289859 417519 5450 SH SOLE 0 0 5450 ISHARES TR MSCI USA QLT FCT 46432F339 269061 1511 SH SOLE 0 0 1511 ISHARES TR S&P 500 GRWT ETF 464287309 347814 3426 SH SOLE 0 0 3426 ISHARES TR S&P 500 VAL ETF 464287408 604315 3166 SH SOLE 0 0 3166 ISHARES TR CORE S&P SCP ETF 464287804 245228 2128 SH SOLE 0 0 2128 ISHARES TR GRWT ALLOCAT ETF 464289867 618156 10784 SH SOLE 0 0 10784 ISHARES TR RUS 1000 GRW ETF 464287614 900258 2242 SH SOLE 0 0 2242 ISHARES TR MSCI USA MMENTM 46432F396 372300 1799 SH SOLE 0 0 1799 ISHARES TR RUSSELL 2000 ETF 464287655 256409 1160 SH SOLE 0 0 1160 JPMORGAN CHASE & CO. COM 46625H100 310642 1296 SH SOLE 0 0 1296 MERCADOLIBRE INC COM 58733R102 789004 464 SH SOLE 0 0 464 META PLATFORMS INC CL A 30303M102 744572 1272 SH SOLE 0 0 1272 MICROSOFT CORP COM 594918104 1807367 4288 SH SOLE 0 0 4288 NETFLIX INC COM 64110L106 639076 717 SH SOLE 0 0 717 NVIDIA CORPORATION COM 67066G104 5396619 40186 SH SOLE 0 0 40186 PALANTIR TECHNOLOGIES INC CL A 69608A108 248369 3284 SH SOLE 0 0 3284 PGIM ETF TR TOTAL RETURN BON 69344A800 5930666 144094 SH SOLE 0 0 144094 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2279087 22623 SH SOLE 0 0 22623 PURE STORAGE INC CL A 74624M102 621979 10125 SH SOLE 0 0 10125 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 243957 572 SH SOLE 0 0 572 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 2814328 73347 SH SOLE 0 0 73347 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2946674 86337 SH SOLE 0 0 86337 SPDR S&P 500 ETF TR TR UNIT 78462F103 1821922 3098 SH SOLE 0 0 3098 SPDR SER TR MSCI USA STRTGIC 78468R812 4606051 29745 SH SOLE 0 0 29745 SPDR SER TR S&P 600 SMCP GRW 78464A201 6385070 70670 SH SOLE 0 0 70670 SPDR SER TR PRTFLO S&P500 GW 78464A409 2288096 26031 SH SOLE 0 0 26031 SPDR SER TR PORTFOLIO S&P600 78468R853 1328238 29569 SH SOLE 0 0 29569 SPDR SER TR S&P 600 SMCP VAL 78464A300 512988 5880 SH SOLE 0 0 5880 SPDR SER TR PORTFOLIO S&P500 78464A854 1975316 28653 SH SOLE 0 0 28653 SPDR SER TR S&P DIVID ETF 78464A763 803747 6084 SH SOLE 0 0 6084 SPDR SER TR NUVEEN BLOOMBERG 78464A284 520471 20347 SH SOLE 0 0 20347 SPDR SER TR PORTFLI TIPS ETF 78464A656 2601136 102771 SH SOLE 0 0 102771 SPDR SER TR PORTFOLIO SHORT 78464A474 312327 10460 SH SOLE 0 0 10460 SPDR SER TR PORTFOLIO LN TSR 78464A664 763623 29157 SH SOLE 0 0 29157 SPDR SER TR PRTFLO S&P500 VL 78464A508 1248377 24411 SH SOLE 0 0 24411 TESLA INC COM 88160R101 3372062 8350 SH SOLE 0 0 8350 TRANSDIGM GROUP INC COM 893641100 334562 264 SH SOLE 0 0 264 TRX GOLD CORPORATION COM 87283P109 89337 291000 SH SOLE 0 0 291000 UBER TECHNOLOGIES INC COM 90353T100 311251 5160 SH SOLE 0 0 5160 UDR INC COM 902653104 278215 6409 SH SOLE 0 0 6409 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2020652 28100 SH SOLE 0 0 28100 VANGUARD BD INDEX FDS INTERMED TERM 921937819 763763 10220 SH SOLE 0 0 10220 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3695279 18646 SH SOLE 0 0 18646 VANGUARD INDEX FDS GROWTH ETF 922908736 11454637 27908 SH SOLE 0 0 27908 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1969433 6796 SH SOLE 0 0 6796 VANGUARD INDEX FDS VALUE ETF 922908744 9188295 54272 SH SOLE 0 0 54272 VANGUARD INDEX FDS SML CP GRW ETF 922908595 2008329 7171 SH SOLE 0 0 7171 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1005488 11287 SH SOLE 0 0 11287 VANGUARD INDEX FDS SMALL CP ETF 922908751 415600 1730 SH SOLE 0 0 1730 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 806423 1497 SH SOLE 0 0 1497 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2393652 54352 SH SOLE 0 0 54352 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 2396108 20930 SH SOLE 0 0 20930 VANGUARD MALVERN FDS CORE-PLUS BD ETF 922020755 2102117 27663 SH SOLE 0 0 27663 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2871296 57277 SH SOLE 0 0 57277 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 853486 14715 SH SOLE 0 0 14715 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 2948328 53267 SH SOLE 0 0 53267 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 213986 3678 SH SOLE 0 0 3678 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 239734 2987 SH SOLE 0 0 2987 VANGUARD STAR FDS VG TL INTL STK F 921909768 3833204 65047 SH SOLE 0 0 65047 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 12752385 266675 SH SOLE 0 0 266675 VANGUARD WELLINGTON FD SHORT TRM TAX EX 921935870 248211 2476 SH SOLE 0 0 2476 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2487277 19494 SH SOLE 0 0 19494 WALMART INC COM 931142103 270524 2989 SH SOLE 0 0 2989 WORLD GOLD TR SPDR GLD MINIS 98149E303 5164479 99336 SH SOLE 0 0 99336