Integris Wealth Management, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $351 Billion distributed in 103 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 $59.5B, Ishares Core S&P 500 ETF with a value of $33.7B, Vanguard Ftse Developed Market with a value of $29.5B, Vanguard Total Stock Market Et with a value of $27.3B, and Dimensional ETF Tr Dimensional with a value of $17.7B.
Examining the 13F form we can see an decrease of $4B in the current position value, from $355B to 351B.
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.
