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Integris Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    monterey, CA
  • Num holdings

    120

  • Value ($000)

    $411,005

  • Date Filed
    10/15/2025
  • Form type
    13F-HR
  • CIK
    0001750852
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$60.71M
15 %

769,343

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$37.92M
9 %

56,659

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$35.19M
9 %

587,332

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$33.95M
8 %

103,448

D
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
25434V781
$22.29M
5 %

624,595

D
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
25434V732
$20.99M
5 %

654,502

D
DFSV

DIMENSIONAL ETF TRUST

US SMALL CAP VAL
25434V815
$18.31M
5 %

574,946

V
VV

VANGUARD INDEX FDS

LARGE CAP ETF
922908637
$15.95M
4 %

51,808

D
DFGR

DIMENSIONAL ETF TRUST

GLOBAL REAL EST
25434V658
$15.17M
4 %

555,499

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$14.48M
4 %

181,395

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