Integrity Financial Corp /WA
RIA/Wealth
Integrity Financial Corp /WA is a RIA/Wealth based in Jackson, WY led by Sarah Jhaleh Archer, reporting $680.1M in AUM as of Q3 2025 with 69% ETF concentration.
CIOSarah Jhaleh Archer
- Portfolio Value
- $204.3M
- Positions
- 282
- Top Holding
- SPY at 12.04%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Integrity Financial Corp /WA's portfolio (41.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.6M | 12.04% | +$4.8M Bought | — 36.8K shares | |
ETF ETF | $16.4M | 8.01% | +$2.5M Bought | — 27.2K shares | |
Consumer Electronics Technology | $8.4M | 4.13% | -$224.1K Sold | 0.00% 33.1K shares | |
ETF ETF | $8.1M | 3.95% | +$3.8M Bought | — 142.9K shares | |
Software - Infrastructure Technology | $6.6M | 3.23% | +$1.8M Bought | 0.00% 12.7K shares | |
ETF ETF | $5.1M | 2.50% | +$2.5M Bought | — 148.6K shares | |
Banks - Diversified Financial Services | $4.9M | 2.38% | +$73.2K Bought | 0.00% 15.4K shares | |
ETF ETF | $4.6M | 2.26% | +$2.7M Bought | — 7.5K shares | |
Unknown Unknown | $3.7M | 1.80% | +$2.1M Bought | — 141.0K shares | |
Insurance - Brokers Financial Services | $3.4M | 1.64% | +$93.8 Bought | 0.01% 35.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Integrity Financial Corp /WA's latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Integrity Financial Corp /WA
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