Integral Investment Advisors Inc Q3 2026 Portfolio Changes: Significant Buys & Sells Observed

For the quarter ending June 30, 2026 (Q3 2026), Integral Investment Advisors Inc saw notable changes in its portfolio holdings. The firm's total assets under management stood at $453,935,526 as of that date.

Prominent Purchases Observed by Integral Investment Advisors Inc

This period was characterized by significant buying activity from the investment advisor. Among the most substantial purchases were:

• VOO (Vanguard Index Fund Admiral Shares): Integral added over 1,797 shares, representing a modest increase of approximately 2.96% in holdings.
• AAPL (Apple Inc): The advisor purchased additional shares, albeit slightly reducing the position by 0.18%, maintaining its Technology allocation.
• VB (Vanguard Short-Term Bond Fund): Integral boosted this fixed-income holding by nearly 2% in terms of share increase, indicating a continued focus on bond diversification.

However, the most eye-catching purchase was VUG, which saw an astronomical 508.83% jump in shares during Q3 2026 alone. This ETF, focused on Vanguard's consumer-focused themes, represents a significant portion of Integral's portfolio now.

Substantial New Positions and Sector Shifts

Integral Investment Advisors Inc also initiated new positions or significantly increased exposure to several trusts during Q3 2026:

• BAPR: The advisor steadily added shares, increasing holdings by about 1.64%.
• BJAN: Shares increased by approximately 1.99%, showing continued interest in Innovator ETFs tracking January births.
• BJUL: Holdings grew by roughly 2.13% during the quarter, another addition to their portfolio of birth-themed funds.
• VIG (Vanguard Utilities Fund): Integral added shares, increasing holdings by about 2.99%, suggesting a tilt towards utility stocks for income generation.
• FPEI: This position saw an increase of just over 1% in share count during the quarter, indicating modest confidence or strategic allocation to this ETF.

Furthermore, Integral demonstrated strong interest in specific trusts:

• BALT: A substantial increase of over 65% in shares was observed.
• SCHB (Schwab U.S. Small-Mid Cap ETF): This position experienced a complete change from the previous period, with all new shares added and no carryover.
• FI (Fiserv Inc): Integral significantly boosted its stake in this technology company by over 113% during Q3 2026.
• VGT: This position was newly added to the portfolio, indicating a potential diversification into specific themes or sectors via exchange-traded funds.

Notable Sales and Reductions by Integral Investment Advisors Inc

In contrast to their buying activities, Integral also reduced positions during Q3 2026:

• HYMB: Holdings decreased significantly by about -52.46% in share count.
• SPIB (SPDR Portfolio Small Cap Core Plus Bond ETF): Integral sold shares, resulting in a slight reduction of approximately 0.73% in the position's value during the quarter.

The most significant sale observed was HYMB, which saw its entire position liquidated by Integral Investment Advisors Inc, with a 100% reduction in shares. This indicates a clear decision to exit this specific small-cap bond ETF.

Overall Portfolio Activity Summary for Q3 2026

The portfolio adjustments made by Integral Investment Advisors Inc during the third quarter of 2026 reflect a dynamic investment strategy focused on ETFs and specific stocks. The advisor maintained its Technology allocation with positions in Apple (AAPL) and Fiserv (FI), while also showing interest in various Vanguard funds like VOO, VB, VIG, and VGT.

Additionally, Integral demonstrated confidence in certain Innovator Trusts (BAPR, BJAN, BJUL) and Schwab trusts (SCHB). The decision to sell the entire HYMB position suggests a strategic rebalancing or conviction shift away from that particular small-cap bond ETF. Further details on sector allocations can be found by reviewing Integral's portfolio data.