Integris Wealth Management, LLC — 13F holdings

Integris Wealth Management, LLC reported 140 holdings worth $520M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. BSV VANGUARD BD INDEX FDS — $72.5M (13.9%)
  2. VEA VANGUARD TAX-MANAGED FDS — $48.7M (9.4%)
  3. VTI VANGUARD INDEX FDS — $46.4M (8.9%)
  4. IVV ISHARES TR — $41.6M (8.0%)
  5. DISV DIMENSIONAL ETF TRUST — $28.6M (5.5%)
  6. DFEM DIMENSIONAL ETF TRUST — $27.8M (5.3%)
  7. DFSV DFA INVT DIMENSIONS GROUP IN — $23.9M (4.6%)
  8. CAT CATERPILLAR INC — $19.6M (3.8%)
  9. DFGR DIMENSIONAL ETF TRUST — $18.5M (3.6%)
  10. VV VANGUARD INDEX FDS — $17.3M (3.3%)