Integris Wealth Management, LLC - Portfolio overview

Integris Wealth Management, LLC has 133 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. BSV - VANGUARD BD INDEX FDS, 15.20%
2. VEA - VANGUARD TAX-MANAGED FDS, 8.96%
3. IVV - ISHARES TR, 8.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.