Integris Wealth Management, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $439 Billion distributed in 121 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 $64.3B, Vanguard Ftse Developed Market with a value of $38.4B, Ishares Core S&P 500 ETF with a value of $38.3B, Vanguard Total Stock Market Et with a value of $36.4B, and Dimensional ETF Tr Dimensional with a value of $24.5B.
Examining the 13F form we can see an increase of $28.4B in the current position value, from $411B to 439B.
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.
