INTEGRAL INVESTMENT ADVISORS, INC.

TURLOCK, CA · CIK 1902826 · 13F filing filed 2025-08-01

SEC-registered investment adviser since 2008 · corporation

Assets managed$673.9m
Staff7 · 5 in investment roles
Main clients (by assets)High net worth individuals 79%, Individuals 15%, Pension plans 3%
Form ADV · 2026-03-10SEC adviser record

Kindwealth
Others nearbyTurlock, CA, Modesto, CA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Turlock, CA (main office)United States	United States	about 4
Modesto, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$350.4m reported value +11.9% vs Q1 2025

156positions

43.5%in top 10

9 new 68 added 46 reduced 7 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	57,760	$32.8m9.36%	9.36%	Added +1.1k	+1,112 2.0%
2	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	584,055	$19.6m5.60%	5.60%	Added +25.1k	+25,068 4.5%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	24,636	$13.6m3.88%	3.88%	Added +707	+707 3.0%
4	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	65,161	$13.3m3.81%	3.81%	Reduced -384	-384 -0.6%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	28,842	$12.6m3.61%	3.61%	Reduced -359	-359 -1.2%
6	INNOVATOR ETFS TRUST US EQTY BUFR JAN BJAN	BJAN	248,975	$12.5m3.57%	3.57%	Added +26	+26 0.0%
7	INNOVATOR ETFS TRUST US EQTY BUFR JUL BJUL	BJUL	262,318	$12.4m3.53%	3.53%	Reduced -1.7k	-1,661 -0.6%
8	INNOVATOR ETFS TRUST US EQT BUFR APR BAPR	BAPR	270,738	$12.2m3.49%	3.49%	Added +8.4k	+8,394 3.2%
9	INNOVATOR ETFS TRUST US EQTY BUF OCT BOCT	BOCT	264,944	$12.0m3.44%	3.44%	Reduced -558	-558 -0.2%
10	ISHARES TR 0-5YR INVT GR CP SLQD	SLQD	224,388	$11.4m3.24%	3.24%	Added +9.1k	+9,123 4.2%
11	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	587,075	$11.1m3.18%	3.18%	Added +161.5k	+161,461 37.9%
12	VANGUARD INDEX FDS SMALL CP ETF VB	VB	45,882	$10.9m3.10%	3.10%	Added +2.2k	+2,199 5.0%
13	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	349,363	$9.3m2.64%	2.64%	Added +24.4k	+24,405 7.5%
14	APPLE INC COM AAPL	AAPL	43,214	$8.9m2.53%	2.53%	Added +1.5k	+1,452 3.5%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	21,136	$6.4m1.83%	1.83%	Reduced -4.7k	-4,728 -18.3%
16	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	22,546	$5.7m1.63%	1.63%	Added +92	+92 0.4%
17	MICROSOFT CORP COM MSFT	MSFT	11,144	$5.5m1.58%	1.58%	Added +1.3k	+1,281 13.0%
18	NVIDIA CORPORATION COM NVDA	NVDA	32,048	$5.1m1.44%	1.44%	Added +4.7k	+4,675 17.1%
19	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	99,062	$5.0m1.43%	1.43%	Added +38.7k	+38,715 64.2%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	26,670	$4.7m1.34%	1.34%	Added +1.1k	+1,141 4.5%
21	JPMORGAN CHASE & CO COM JPM	JPM	14,723	$4.3m1.22%	1.22%	Added +133	+133 0.9%
22	META PLATFORMS INC CL A META	META	5,279	$3.9m1.11%	1.11%	Added +596	+596 12.7%
23	AMAZON COM INC COM AMZN	AMZN	15,879	$3.5m0.99%	0.99%	Added +810	+810 5.4%
24	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	55,444	$3.4m0.97%	0.97%	Added +233	+233 0.4%
25	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	59,657	$3.0m0.86%	0.86%	Added +5.6k	+5,565 10.3%
26	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,449	$2.7m0.78%	0.78%	Added +53	+53 1.2%
27	COSTCO WHSL CORP NEW COM COST	COST	2,711	$2.7m0.77%	0.77%	Reduced -17	-17 -0.6%
28	JOHNSON & JOHNSON COM JNJ	JNJ	16,908	$2.6m0.74%	0.74%	Added +266	+266 1.6%
29	PALO ALTO NETWORKS INC COM PANW	PANW	12,388	$2.5m0.72%	0.72%	Added +735	+735 6.3%
30	CHEVRON CORP NEW COM CVX	CVX	15,690	$2.2m0.64%	0.64%	Added +1.1k	+1,089 7.5%
31	DISNEY WALT CO COM DIS	DIS	17,247	$2.1m0.61%	0.61%	Added +362	+362 2.1%
32	INNOVATOR ETFS TRUST US EQTY BUFR MAY BMAY	BMAY	49,253	$2.1m0.59%	0.59%	Added +24.6k	+24,575 99.6%
33	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	34,182	$1.9m0.55%	0.55%	Reduced -869	-869 -2.5%
34	GLOBAL X FDS RATE PREFERRED PFFV	PFFV	80,686	$1.8m0.52%	0.52%	Added +30.1k	+30,129 59.6%
35	VISA INC COM CL A V	V	5,136	$1.8m0.52%	0.52%	Added +560	+560 12.2%
36	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	22,435	$1.8m0.51%	0.51%	Added +2.0k	+2,000 9.8%
37	INNOVATOR ETFS TRUST DEFINED WLT SHLD BALT	BALT	55,471	$1.8m0.51%	0.51%	Unchanged
38	MCDONALDS CORP COM MCD	MCD	6,083	$1.8m0.51%	0.51%	Reduced -294	-294 -4.6%
39	TESLA INC COM TSLA	TSLA	5,423	$1.7m0.49%	0.49%	Reduced -430	-430 -7.3%
40	ELI LILLY & CO COM LLY	LLY	2,182	$1.7m0.49%	0.49%	Added +988	+988 82.8%
41	HONEYWELL INTL INC COM COM		7,219	$1.7m0.48%	0.48%	Added +39	+39 0.5%
42	CAPITAL ONE FINL CORP COM COF	COF	7,500	$1.6m0.46%	0.46%	New
43	BROADCOM INC COM AVGO	AVGO	5,710	$1.6m0.45%	0.45%	Added +75	+75 1.3%
44	BANK AMERICA CORP COM BAC	BAC	33,121	$1.6m0.45%	0.45%	Added +5.2k	+5,202 18.6%
45	PROCTER AND GAMBLE CO COM PG	PG	9,705	$1.5m0.44%	0.44%	Reduced -203	-203 -2.0%
46	QUALCOMM INC COM QCOM	QCOM	9,699	$1.5m0.44%	0.44%	Added +522	+522 5.7%
47	ARK ETF TR INNOVATION ETF ARKK	ARKK	21,837	$1.5m0.44%	0.44%	Reduced -1.9k	-1,895 -8.0%
48	ADOBE INC COM ADBE	ADBE	3,922	$1.5m0.43%	0.43%	Added +615	+615 18.6%
49	FISERV INC COM FISV	FISV	8,405	$1.4m0.41%	0.41%	Added +90	+90 1.1%
50	INNOVATOR ETFS TRUST US EQTY BUFR MAR BMAR	BMAR	28,480	$1.4m0.40%	0.40%	Unchanged
51	INNOVATOR ETFS TRUST US EQTY BUFR FEB BFEB	BFEB	30,987	$1.4m0.39%	0.39%	Unchanged
52	INNOVATOR ETFS TRUST US EQTY BUFR JUN BJUN	BJUN	31,485	$1.4m0.39%	0.39%	Added +7.8k	+7,750 32.6%
53	LOWES COS INC COM LOW	LOW	6,194	$1.4m0.39%	0.39%	Added +261	+261 4.4%
54	INNOVATOR ETFS TRUST US EQTY BUF DEC BDEC	BDEC	30,234	$1.4m0.39%	0.39%	Unchanged
55	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	12,269	$1.3m0.38%	0.38%	Added +325	+325 2.7%
56	EATON CORP PLC SHS ETN	ETN	3,691	$1.3m0.38%	0.38%	Unchanged
57	FIRST TR EXCH TRADED FD III CALIF MUN INCM FCAL	FCAL	27,148	$1.3m0.37%	0.37%	Added +1.7k	+1,701 6.7%
58	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	9,265	$1.2m0.35%	0.35%	Added +20	+20 0.2%
59	ORACLE CORP COM ORCL	ORCL	5,527	$1.2m0.34%	0.34%	Added +17	+17 0.3%
60	SCHWAB STRATEGIC TR 5 10YR CORP BD SCHI	SCHI	49,159	$1.1m0.32%	0.32%	Reduced -86	-86 -0.2%
61	WALMART INC COM WMT	WMT	11,325	$1.1m0.32%	0.32%	Reduced -887	-887 -7.3%
62	INNOVATOR ETFS TRUST US EQTY BUF SEP BSEP	BSEP	24,312	$1.1m0.31%	0.31%	Unchanged
63	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	23,844	$1.1m0.31%	0.31%	Unchanged
64	DEERE & CO COM DE	DE	2,039	$1.0m0.30%	0.30%	Unchanged
65	INNOVATOR ETFS TRUST US EQTY BUF NOV BNOV	BNOV	24,635	$1.0m0.29%	0.29%	Unchanged
66	HOME DEPOT INC COM HD	HD	2,666	$977.5k0.28%	0.28%	Added +40	+40 1.5%
67	STRYKER CORPORATION COM SYK	SYK	2,431	$961.6k0.27%	0.27%	Reduced -26	-26 -1.1%
68	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,300	$932.6k0.27%	0.27%	Reduced -1.3k	-1,281 -35.8%
69	ALPHABET INC CAP STK CL C GOOG	GOOG	5,062	$897.9k0.26%	0.26%	Added +3	+3 0.1%
70	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	3,578	$888.6k0.25%	0.25%	Reduced -99	-99 -2.7%
71	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	10,575	$876.9k0.25%	0.25%	Unchanged
72	BLACKROCK INC COM BLK	BLK	781	$819.5k0.23%	0.23%	Added +173	+173 28.4%
73	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	6,063	$817.3k0.23%	0.23%	Added +1.5k	+1,506 33.0%
74	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	3,634	$789.7k0.23%	0.23%	Reduced -93	-93 -2.5%
75	UNION PAC CORP COM UNP	UNP	3,407	$783.9k0.22%	0.22%	Reduced -223	-223 -6.1%
76	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	35,957	$760.9k0.22%	0.22%	Reduced -579	-579 -1.6%
77	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$728.8k0.21%	0.21%	Unchanged
78	GLOBAL X FDS US PFD ETF PFFD	PFFD	37,651	$709.0k0.20%	0.20%	Unchanged
79	ISHARES TR CORE S&P500 ETF IVV	IVV	1,136	$705.6k0.20%	0.20%	Added +135	+135 13.5%
80	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,426	$692.7k0.20%	0.20%	Unchanged
81	CISCO SYS INC COM CSCO	CSCO	9,975	$692.1k0.20%	0.20%	Added +264	+264 2.7%
82	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	30,640	$677.1k0.19%	0.19%	Unchanged
83	ISHARES TR CORE S&P SCP ETF IJR	IJR	6,143	$671.3k0.19%	0.19%	Reduced -542	-542 -8.1%
84	SCHWAB CHARLES CORP COM SCHW	SCHW	7,300	$666.0k0.19%	0.19%	Unchanged
85	NETFLIX INC COM NFLX	NFLX	494	$661.0k0.19%	0.19%	Added +21	+21 4.4%
86	PEPSICO INC COM PEP	PEP	4,978	$657.3k0.19%	0.19%	Reduced -287	-287 -5.5%
87	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	11,402	$650.0k0.19%	0.19%	Unchanged
88	VANGUARD WORLD FD INF TECH ETF VGT	VGT	958	$635.6k0.18%	0.18%	Unchanged
89	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	24,576	$621.8k0.18%	0.18%	Added +26	+26 0.1%
90	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,877	$620.9k0.18%	0.18%	Reduced -429	-429 -13.0%
91	SERVICENOW INC COM NOW	NOW	593	$609.7k0.17%	0.17%	Reduced -11	-11 -1.8%
92	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	3,329	$608.6k0.17%	0.17%	Unchanged
93	ZOETIS INC CL A ZTS	ZTS	3,865	$602.8k0.17%	0.17%	Added +280	+280 7.8%
94	COMCAST CORP NEW CL A CMCSA	CMCSA	16,545	$590.5k0.17%	0.17%	Reduced -583	-583 -3.4%
95	NEXTERA ENERGY INC COM NEE	NEE	8,282	$574.9k0.16%	0.16%	Reduced -103	-103 -1.2%
96	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	6,472	$524.1k0.15%	0.15%	Added +21	+21 0.3%
97	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	9,406	$492.6k0.14%	0.14%	Added +157	+157 1.7%
98	VERIZON COMMUNICATIONS INC COM VZ	VZ	11,140	$482.0k0.14%	0.14%	Added +176	+176 1.6%
99	KIMBERLY-CLARK CORP COM KMB	KMB	3,680	$474.4k0.14%	0.14%	Unchanged
100	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	4,280	$469.3k0.13%	0.13%	Added +23	+23 0.5%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
DISCOVER FINL SVCS DFS	DFS	7,726	$1.3m7.7k shares
ISHARES TR IWF	IWF	1,066	$384.9k1.1k shares
PROGRESSIVE CORP PGR	PGR	1,190	$336.8k1.2k shares
SPDR SER TR XBI	XBI	4,000	$324.4k4.0k shares
MEDTRONIC PLC MDT	MDT	3,412	$306.6k3.4k shares
SPDR SER TR SDY	SDY	1,475	$200.1k1.5k shares
GENERAL MLS INC GIS	GIS	3,346	$200.1k3.3k shares