INTEGRITY WEALTH ADVISORS, INC. logo

INTEGRITY WEALTH ADVISORS, INC.

RIA/Wealth

INTEGRITY WEALTH ADVISORS, INC. is a RIA/Wealth based in Walnut Creek, CA led by Scott Everett Sanders, managing $278.2M across 75 long positions as of Q3 2025 with 61% ETF concentration and 74% concentrated in top 10 holdings.

CCOScott Everett Sanders
Portfolio Value
$278.2M
Positions
75
Top Holding
DINT at 14.14%
Last Reported
Q3 2025
Address1320 Mt. Diablo Blvd., Suite 200, Walnut Creek, CA, 94596, United States

Top Holdings

Largest long holdings in INTEGRITY WEALTH ADVISORS, INC.'s portfolio (73.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$39.3M
14.14%
+$18.6M
Bought
1.5M shares
ETF
ETF
$38.4M
13.82%
+$17.6M
Bought
2.1M shares
ETF
ETF
$35.2M
12.64%
+$16.5M
Bought
539.1K shares
4
Genasys logo
Hardware, Equipment & Parts
Technology
$27.9M
10.01%
+$13.3M
Bought
29.38%
13.3M shares
Insurance - Diversified
Financial Services
$16.0M
5.73%
+$7.7M
Bought
0.00%
32.2K shares
Internet Content & Information
Communication Services
$14.6M
5.26%
+$6.6M
Bought
0.00%
68.9K shares
ETF
ETF
$14.4M
5.16%
+$6.9M
Bought
498.2K shares
ETF
ETF
$7.4M
2.65%
+$3.6M
Bought
252.2K shares
ETF
ETF
$6.6M
2.37%
+$3.4M
Bought
130.0K shares
ETF
ETF
$5.1M
1.85%
+$2.4M
Bought
118.8K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in INTEGRITY WEALTH ADVISORS, INC.'s latest filing

See all changes
Market Value
$278.2M
Prior: $143.1M
Q/Q Change
+94.44%
+$135.1M
Net Flows % of MV
+44.83%
Turnover Ratio
22.57%
New Purchases
11 stocks
$2.7M
Added To
52 stocks
+$122.3M
Sold Out Of
1 stocks
$162.6K
Reduced Holdings
8 stocks
-$90.4K

Increased Positions

PositionShares Δ
New
New
New
New
New

Decreased Positions

PositionShares Δ
1
CORZW
Sold
-8.08%
-4.03%
-3.87%
-1.88%

Analytics

Portfolio insights and performance metrics for INTEGRITY WEALTH ADVISORS, INC.

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Sector Allocation

ETF: 61.30%ETFTechnology: 15.90%TechnologyFinancial Services: 6.80%Communication Services: 6.50%Energy: 3.00%Industrials: 1.90%Consumer Cyclical: 1.60%Healthcare: 0.70%Consumer Defensive: 0.50%Utilities: 0.30%
ETF
61.30%
Technology
15.90%
Financial Services
6.80%
Communication Services
6.50%
Energy
3.00%
Industrials
1.90%
Consumer Cyclical
1.60%
Healthcare
0.70%
Consumer Defensive
0.50%
Utilities
0.30%

Market Cap Distribution

Mega Cap (> $200B): 19.79%Mega Cap (> $200B)Large Cap ($10B - $200B): 3.76%Mid Cap ($2B - $10B): 1.52%Small Cap ($300M - $2B): 0.38%Micro Cap ($50M - $300M): 11.13%Micro Cap ($50M - $300M)Nano Cap (< $50M): 0.15%N/A (ETF or Unknown): 63.27%N/A (ETF or Unknown)
Mega Cap (> $200B)
19.79%
Large Cap ($10B - $200B)
3.76%
Mid Cap ($2B - $10B)
1.52%
Small Cap ($300M - $2B)
0.38%
Micro Cap ($50M - $300M)
11.13%
Nano Cap (< $50M)
0.15%
N/A (ETF or Unknown)
63.27%

Portfolio Concentration

Top 10 Holdings %
73.63%
Top 20 Holdings %
86.71%
Top 50 Holdings %
97.5%
Top 100 Holdings %
100.0%

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