Integral Investment Advisors Inc

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Assets, Funds, Holdings

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Integral Investment Advisors Inc
CRD #146569
SEC #801-69114
CIK #0001902826
AUM $497.1 MM (2024-08-13)
Employees 7 (71% Investors, 0% Brokers)
Phone209-633-3101
Address605 E Main Street
Turlock, CA 95380
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
50040030020010002006201220182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 8.5
MSFT 1,918,222.4 4.3
GOOGL 1,475,138.5 3.5
NVDA 399,550.0 3.0
JPM 340,169.2 2.7
PG 338,108.9 2.6
JNJ 465,600.2 2.4
COST 207,576.9 2.1
CVX 294,604.1 2.1
 
 
Holdings by Sector ($MM)
3002401801206002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 233 74.6
(b) Individuals (high net worth individuals) 143 410.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 9 5.2
(h) Charitable organizations 0 2.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 4.2
(n) Other 0 0.0
Total 913 497.1
By Discretionary
Discretionary 853 447.5
Non-Discretionary 60 49.6
Total 913 497.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 497.1
Total 913 497.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001902826]
Comparable Firms State AUM ($BB)
Collegiate Capital Management Inc
NC 0.5
Prestige Wealth Management Group LLC
NJ 0.5
Eagle Wealth Strategies LLC
NJ 0.5
CPA Asset Management Group LLC
FL 0.5
East End Financial Group Inc
NY 0.5
Chelsea Counsel Company
CA 0.5
SkyOak Wealth LLC
MI 0.5
Fonville Wealth Management LLC
VA 0.5
Rootstock Investment Management LLC
PA 0.5
Shankervalleau Wealth Advisors Inc
IL 0.5
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