Integral Investment Advisors, Inc.
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$401.9M
Holdings
173
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
$VOO
VANGUARD INDEX FDS
Q4 2025: Increased +3.4% (57.5k → 59.4k shares)
9.0%
02
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Increased +2.4% (67.6k → 69.2k shares)
3.8%
03
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 0.9% (25.4k → 25.2k shares)
3.8%
04
$BAPR
INNOVATOR ETFS TRUST
Q4 2025: Increased +5.6% (273.5k → 288.8k shares)
3.6%
05
$BJUL
INNOVATOR ETFS TRUST
Q4 2025: Increased +4.9% (268.8k → 282.0k shares)
3.5%
06
$BJAN
INNOVATOR ETFS TRUST
Q4 2025: Increased +4.8% (250.9k → 263.0k shares)
3.5%
07
$BOCT
INNOVATOR ETFS TRUST
Q4 2025: Increased +7.0% (267.2k → 285.8k shares)
3.5%
08
$VUG
VANGUARD INDEX FDS
Q3 2025: Increased +2.8% (28.8k → 29.6k shares)
3.4%
09
$AAPL
APPLE INC
Q4 2025: Increased +6.0% (44.7k → 47.4k shares)
3.3%
10
$SPIB
SPDR SERIES TRUST
Q4 2025: Increased +4.0% (359.5k → 373.9k shares)
3.3%
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 13:17 UTC.