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Integrity Wealth Solutions LLC
Integrity Wealth Solutions LLC is a registered investment adviser founded in August 2016, headquartered in Denver, Colorado. The firm specializes in providing wealth management consulting, portfolio management, and financial planning services primarily to individuals, families, and ERISA retirement plans. Led by principal owners Clint Thomas and Justina Welch, the firm has 2 employees and serves high-net-worth individuals and other clients seeking bespoke investment and planning advice. All portfolios are customized, and the firm acts independently with no public or privately-owned affiliated companies.
Investment Strategy
Integrity Wealth Solutions LLC primarily offers customized portfolio management and financial planning, focusing on the use of open-end mutual funds and exchange-traded funds (ETFs). Individual client portfolios are tailored based on each relationship, although many clients will hold similar securities and asset allocations. The firm generally does not advise clients to invest in individual stocks and bonds but helps manage existing positions. Services include developing investment policy statements, ongoing portfolio monitoring, asset allocation analysis, rebalancing, and tax-loss harvesting, all guided by the client's objectives and restrictions.
Latest 13F Filing Activity
Integrity Wealth Solutions LLC filed their most recent 13F report on Jun 30, 2025 disclosing 109 equity positions with a total 13F market value of $205M. The fund increased holdings in Vanguard Index FDS, Nvidia Corporation, Vanguard Tax-managed FDS among other positions. Integrity Wealth Solutions LLC reduced exposure to Vanguard Mun BD FDS, SPDR Series Trust, SPDR Dow Jones Indl Average among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 7.40% | $15.2M | 266,377 | $48.17 | $57.01 | +$1.6M |
V VUG | VANGUARD INDEX FDS | 6.18% | $12.7M | 28,905 | $317.68 | $438.40 | +$2.4M |
V VTV | VANGUARD INDEX FDS | 4.87% | $10.0M | 56,464 | $152.83 | $176.74 | -$35.9K |
A AVUV | AMERICAN CENTY ETF TR | 3.35% | $6.9M | 75,412 | $90.07 | $91.10 | +$766.4K |
S SLYG | SPDR SERIES TRUST | 3.22% | $6.6M | 74,347 | $86.49 | $88.75 | +$702.1K |
Industry Allocation
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