account_balance

Investment manager · 13F filer · SEC CIK 1750852

Integris Wealth Management, LLC

Reported value$520Mas of Sep 30, 2026
Positions140 9 new, 0 sold out
Top 10 weight66.3%BSV alone is 14%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BSV Vanguard Bd Index FDS 13.9% Added +6%
VEA Vanguard Tax-Managed FDS 9.4% Added +11%
VTI Vanguard Index FDS 8.9% Added +12%
IVV iShares Tr 8.0% Held
DISV Dimensional ETF Trust 5.5% Added +5%
DFEM Dimensional ETF Trust 5.3% Added +9%
DFSV Dfa Invt Dimensions Group In 4.6% Added +9%
CAT Caterpillar Inc 3.8% Held
DFGR Dimensional ETF Trust 3.6% Added +6%
VV Vanguard Index FDS 3.3% Held
SGOV iShares Tr 3.1% Added +33%
VGK Vanguard Intl Equity Index F 2.9% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 13, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
  • GOOG −10%
  • ESML −8%
  • ESGU −7%
  • ESGE −7%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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