Integris Wealth Management, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $383 Billion distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $59.4B, Ishares Core S&P 500 ETF with a value of $36.7B, Vanguard Ftse Developed Market with a value of $33B, Vanguard Total Stock Market Et with a value of $30.6B, and Dimensional ETF Tr Dimensional with a value of $20.2B.
Examining the 13F form we can see an increase of $32.8B in the current position value, from $351B to 383B.
Integris Wealth Management, LLC is based out at Monterey, CA
Below you can find more details about Integris Wealth Management, LLC portfolio as well as his latest detailed transactions.
