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| Integral Investment Advisors Inc
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|---|---|
| CRD # | 146569 |
| SEC # | 801-69114 |
| CIK # | 0001902826 |
| AUM | $673.9 M (2026-03-10) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 209-633-3101 |
| Address | 605 E Main Street Turlock, CA 95380 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.0 | ||
| Alphabet Inc | 9.4 | ||
| Nvidia Corp | 8.4 | ||
| Microsoft Corp | 7.4 | ||
| Lilly Eli & Co | 5.5 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Palo Alto Networks Inc | 5.0 | ||
| Amazon Com Inc | 4.6 | ||
| Johnson & Johnson | 4.3 | ||
| Alphabet Inc | 3.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 287 | 103.5 |
| (b) Individuals (high net worth individuals) | 157 | 534.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 21.3 |
| (h) Charitable organizations | 5 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 11.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,101 | 673.9 |
| By Discretionary | ||
| Discretionary | 1,055 | 628.2 |
| Non-Discretionary | 46 | 45.7 |
| Total | 1,101 | 673.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 673.9 | |
| Total | 1,101 | 673.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001902826] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stordahl Capital Management Inc
✚
|
CO | 0.7 |
|
Waterway Wealth Management LLC
✚
|
TX | 0.7 |
|
Demming Financial Services Corp
✚
|
OH | 0.7 |
|
Tounjian Advisory Partners LLC
✚
|
FL | 0.7 |
|
Little House Capital LLC
✚
|
MA | 0.7 |
|
Allegiance Financial Group Advisory Services LLC
✚
|
VA | 0.7 |
|
Ballast Advisors LLC
✚
|
MN | 0.7 |
|
Pinnacle Financial Group LLC
✚
|
IL | 0.7 |
|
Firethorn Wealth Partners LLC
✚
|
GA | 0.7 |
|
Presilium Private Wealth LLC
✚
|
PA | 0.7 |