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Integral Investment Advisors, Inc.
Integral Investment Advisors, Inc. is a California-based, independent registered investment adviser headquartered in Turlock, CA. The firm was founded to provide comprehensive wealth management and investment advisory services to individuals, high net worth individuals, and some institutional clients. As of 2024-2025, the firm manages nearly $500 million in assets with a small team of approximately 7 employees, focusing primarily on U.S. clients and delivering both discretionary and non-discretionary portfolio management services.
Investment Strategy
Integral Investment Advisors, Inc. follows a client-centric approach, managing portfolios primarily for individuals and high net worth individuals. The firm constructs diversified portfolios with an emphasis on high-quality equities and fixed income, regularly reporting large holdings in blue-chip companies such as Apple, Microsoft, Alphabet, and Nvidia. The firm seeks to tailor investment allocations in line with each client's objectives, risk profile, and financial situation, with a focus on steady, long-term capital appreciation and prudent risk management.
Latest 13F Filing Activity
Integral Investment Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 161 equity positions with a total 13F market value of $371M. The fund increased holdings in Apple Inc., Vanguard Index FDS, Alphabet Inc. among other positions. Integral Investment Advisors, Inc. reduced exposure to SPDR Series Trust, Ishares TR, Innovator Etfs Trust among others.
Top Holdings
Equity Positions (161)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.49% | $35.2M | 57,495 | $471.71 | $612.38 | +$2.4M |
Q QQQ | INVESCO QQQ TR | 4.12% | $15.3M | 25,444 | $347.55 | $600.37 | +$1.7M |
V VIG | VANGUARD SPECIALIZED FUNDS | 3.93% | $14.6M | 67,608 | $178.80 | $215.79 | +$1.3M |
V VUG | VANGUARD INDEX FDS | 3.83% | $14.2M | 29,645 | $340.98 | $479.61 | +$1.6M |
B BJUL | INNOVATOR ETFS TRUST | 3.60% | $13.3M | 268,784 | $34.77 | $49.66 | +$984.9K |
Industry Allocation
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