Integris Wealth Management, LLC
Q3 2025 13F Holdings
- Locationmonterey, CA
- Num holdings
120
- Value ($000)
$411,005
- Date Filed 10/15/2025
- Form type13F-HR
- CIK 0001750852
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
B VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $60.71M | 15 % | 769,343 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $37.92M | 9 % | 56,659 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $35.19M | 9 % | 587,332 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $33.95M | 8 % | 103,448 | ||
D DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $22.29M | 5 % | 624,595 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $20.99M | 5 % | 654,502 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $18.31M | 5 % | 574,946 | ||
V VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $15.95M | 4 % | 51,808 | ||
D DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $15.17M | 4 % | 555,499 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $14.48M | 4 % | 181,395 |
Rows Per Page
10
- 10
- 50
- 100