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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Integral Investment Advisors Inc
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| CRD # | 146569 |
| SEC # | 801-69114 |
| CIK # | 0001902826 |
| AUM | $535.8 M (2025-01-08) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 209-633-3101 |
| Address | 605 E Main Street Turlock, CA 95380 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.9 | ||
| Microsoft Corp | 5.5 | ||
| Nvidia Corp | 5.1 | ||
| Alphabet Inc | 4.7 | ||
| J P Morgan Chase & Co | 4.3 | ||
| Facebook Inc | 3.9 | ||
| Amazon Com Inc | 3.5 | ||
| iShares Bitcoin Trust | 3.4 | ||
| Costco Wholesale Corp /NEW | 2.7 | ||
| Johnson & Johnson | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 94.4 |
| (b) Individuals (high net worth individuals) | 138 | 425.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 6.5 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 6.9 |
| (n) Other | 0 | 0.0 |
| Total | 957 | 535.8 |
| By Discretionary | ||
| Discretionary | 903 | 485.9 |
| Non-Discretionary | 54 | 49.8 |
| Total | 957 | 535.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 535.8 | |
| Total | 957 | 535.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001902826] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Steffes Financial Ltd
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KS | 0.5 |
|
Garrison Point Advisors LLC
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CA | 0.5 |
|
Hill Island Financial LLC
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MI | 0.5 |
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First Fiduciary Investment Counsel Inc
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OH | 0.5 |
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Socorro Asset Management LP
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TX | 0.5 |
|
Wealth Preservation Advisors LLC
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TN | 0.5 |
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DGS Capital Management LLC
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NJ | 0.5 |
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Empower Financial Advisory LLC
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CT | 0.5 |
|
QP Wealth Management LLC
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FL | 0.5 |
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Westshore Wealth LLC
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CA | 0.5 |