Integris Wealth Management, LLC Incresed Positions in Q4 2025

Integris Wealth Management, LLC

  • $439 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ORCL
Oracle Corp

Technology
35K
+ 1954.75%
$217.57 - $313.0 $7.6M - $10.9M
36.7K $7.16B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
46.6K
+ 6.06%
$78.65 - $79.19 $3.67M - $3.69M
816K $64.3B
VEA
Vanguard Ftse Developed Market

ETFs
26.9K
+ 4.58%
$59.18 - $62.09 $1.59M - $1.67M
614K $38.4B
VTI
Vanguard Total Stock Market Et

ETFs
5.08K
+ 4.91%
$321.8 - $337.95 $1.63M - $1.72M
109K $36.4B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.6K
+ 86.21%
$100.37 - $100.72 $2.37M - $2.38M
51K $5.12B
DISV
Dimensional ETF Tr Dimensional

ETFs
19K
+ 3.04%
$35.06 - $36.3 $665K - $689K
644K $24.5B
DFSV
Dimensional ETF Tr Dimensional

ETFs
33.3K
+ 5.78%
$30.55 - $32.35 $1.02M - $1.08M
608K $20B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
22.2K
+ 3.38%
$31.28 - $33.46 $693K - $741K
677K $22.4B
Dimensional ETF Trust
38.8K
+ 6.98%
N/A
594K $15.7B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.23K
+ 7.85%
$102.72 - $103.6 $537K - $541K
71.8K $7.35B
GOOG
Alphabet Inc.

Communication Services
69
+ 2.12%
$237.49 - $291.74 $16.4K - $20.1K
3.32K $1.04B
VO
Vanguard Mid Cap ETF

ETFs
283
+ 40.26%
$286.27 - $296.23 $81K - $83.8K
986 $286M
ITOT
Ishares Core S&P Total U.S. St

ETFs
387
+ 17.46%
$142.79 - $150.05 $55.3K - $58.1K
2.6K $387M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.84K
+ 1.05%
$25.18 - $25.37 $71.6K - $72.2K
274K $6.92B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 5.18%
$600.51 - $631.95 $32.4K - $34.1K
1.1K $687M
RSP
Invesco S&P 500 Equal Weight E

ETFs
190
+ 9.62%
$185.12 - $192.11 $35.2K - $36.5K
2.17K $415M
TSLA
Tesla, Inc.

Consumer Cyclical
41
+ 1.33%
$401.99 - $468.37 $16.5K - $19.2K
3.11K $1.4B
BA
Boeing CO

Industrials
50
+ 2.35%
$191.81 - $225.32 $9.59K - $11.3K
2.18K $472M
PFF
Ishares Trust Ishares Pfd And

ETFs
472
+ 2.09%
$30.84 - $31.79 $14.6K - $15K
23.1K $714M
CVX
Chevron Corp

Energy
1
+ 0.02%
$148.9 - $157.72 $149 - $158
5.66K $862M
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 3.26%
$910.94 - $954.99 $17.3K - $18.1K
602 $519M
LMT
Lockheed Martin Corp

Industrials
7
+ 0.42%
$452.1 - $514.24 $3.16K - $3.6K
1.67K $806M
NFLX
Netflix Inc

Communication Services
2.67K
+ 825.7%
$110.29 - $1241.35 $294K - $3.31M
2.99K $280M
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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