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Integrity Financial Corp. /wa
Integrity Financial Corporation is an independent, fee-only registered investment advisor (RIA) founded in 2004 and headquartered in Bellevue, Washington. The firm, led by founder and principal Kristofer R. Gray, provides financial planning, asset management, retirement plan consulting, and wealth management services to individuals, high net worth clients, business owners, and corporate pension and profit-sharing plans. Integrity Financial Corporation emphasizes transparency and ethical practices, serving clients across all stages of wealth building and preservation with a boutique, high-touch approach. The firm offers both standard and alternative investment options, including private equity, private credit, and real estate, with a commitment to custom, holistic solutions. Employee count is estimated to be under 25.
Investment Strategy
Integrity Financial Corporation customizes portfolios to suit each client’s needs and emphasizes a disciplined, macro-diversified asset allocation approach using both index and actively managed funds across multiple asset classes. Portfolios are kept low-cost and tax-efficient, with systematic rebalancing to maintain risk targets. Alternative investment strategies—including fund of funds, direct private equity, private credit, and private REITs—may be incorporated for qualified investors to enhance diversification and meet longer-term goals. Integrity’s advisory services focus on transparency, fiduciary responsibility, and empowering clients with financial education.
Latest 13F Filing Activity
Integrity Financial Corp. /wa filed their most recent 13F report on Jun 30, 2025 disclosing 282 equity positions and 2 options positions with a total 13F market value of $197M. The fund increased holdings in SPDR S&P 500 Etf TR, JPMorgan Chase & Co., Franklin Templeton Etf TR among other positions. Integrity Financial Corp. /wa reduced exposure to Invesco Exchange Traded FD T, Ishares TR, First TR Exchange Traded FD among others.
Top Holdings
Equity Positions (282)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 9.32% | $18.3M | 29,562 | $449.08 | $617.85 | +$3.6M |
Q QQQ | INVESCO QQQ TR | 6.49% | $12.8M | 23,106 | $393.04 | $551.64 | +$2.0M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 3.84% | $7.6M | 106,025 | $61.65 | $71.26 | -$3.4M |
A AAPL | APPLE INC | 3.55% | $7.0M | 34,023 | $180.23 | $205.17 | -$518.4K |
I IQLT | ISHARES TR | 3.32% | $6.5M | 150,777 | $39.09 | $43.22 | -$2.2M |
Options Positions (2)
Industry Allocation
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