Integris Wealth Management, LLC - Portfolio Stock Holdings
Integris Wealth Management, LLC disclosed 134 stock positions in a recent SEC 13F filing. $495,212,647 of stock holdings were filed, with the largest holdings including BSV, VEA, and VTI. This filing represented positions held on June 30, 2026, and was filed on July 10, 2026.We estimate the fund has a total AUM of $811,958,816 and has 18 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
134Est. Stock Holding Value:
$495,212,647Top Stock Holdings By Sector
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Portfolio Stock Holdings - Integris Wealth Management, LLC
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