Glekko logo

Integris Wealth Management, LLC - Q32026 Holdings

Integris Wealth Management, LLC holds 140 stocks with a total portfolio value of $ 520.31M as of Q32026. In Q32026, Integris Wealth Management, LLC added 10 new positions, increased stakes in 50 stocks, reduced 33 holdings, and fully exited 1 position. The largest holding is Vanguard Bd Index Fds (BSV), representing 13.94% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options