Institutions / Integris Wealth Management, LLC
Integris Wealth Management, LLC
CIK 1750852 · Institution · as of Dec 31, 2025
Portfolio value
$439.41M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Bd Index Fds | $64.31M | 14.6% |
| Vanguard Tax-Managed Fds | $38.37M | 8.7% |
| iShares Tr | $38.30M | 8.7% |
| Vanguard Index Fds | $36.39M | 8.3% |
| Dimensional ETF Trust | $24.46M | 5.6% |
| Dimensional ETF Trust | $22.38M | 5.1% |
| Dimensional ETF Trust | $20.00M | 4.6% |
| Vanguard Index Fds | $16.21M | 3.7% |
| Dimensional ETF Trust | $15.70M | 3.6% |
| Vanguard Intl Equity Index F | $15.02M | 3.4% |
| Caterpillar Inc | $13.95M | 3.2% |
| Apple Inc. | $11.02M | 2.5% |
| iShares Tr | $9.76M | 2.2% |
| Vanguard Intl Equity Index F | $7.78M | 1.8% |
| iShares MSCI UAE ETF | $7.35M | 1.7% |
| Oracle Corp | $7.16M | 1.6% |
| iShares Tr | $6.92M | 1.6% |
| Microsoft Corp | $6.76M | 1.5% |
| iShares Tr | $5.71M | 1.3% |
| iShares Tr | $5.12M | 1.2% |
| iShares Tr | $4.01M | 0.9% |
| iShares Tr | $3.49M | 0.8% |
| iShares Tr | $3.36M | 0.8% |
| Affirm Holdings Inc Class a | $1.92M | 0.4% |
| iShares Inc | $1.83M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.