Integrity Alliance, LLC.
Annual return '25
+12.8%
SPY '25
+17.7%
Alpha
-4.9ptsvs SPY
Invested
$5.7B
Holdings
767
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +19883.8% (10.0k → 2.00M shares)
4.7%
02
$SPY
SPDR S&P 500 ETF TR
Q1 2026: Increased +35.7% (32.3k → 43.8k shares)
4.1%
03
$AAPL
APPLE INC
Q1 2026: Increased +472.3% (218.2k → 1.25M shares)
4.0%
04
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Increased +3.0% (2.40M → 2.48M shares)
3.7%
05
$AVGO
BROADCOM INC
Q1 2026: Increased +485.6% (83.4k → 488.4k shares)
3.5%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +11091.9% (5.6k → 626.7k shares)
3.2%
07
$SPYM
SPDR SERIES TRUST
Q1 2026: Sold 14.4% (844.8k → 723.3k shares)
2.9%
08
$COST
COSTCO WHSL CORP NEW
Q1 2026: Increased +59.7% (16.9k → 27.0k shares)
2.8%
09
$LLY
ELI LILLY & CO
Q1 2026: Increased +1043.1% (8.3k → 94.8k shares)
2.7%
10
$XOM
EXXON MOBIL CORP
Q1 2026: Increased +193.7% (88.0k → 258.3k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:23 UTC.