Integris Wealth Management, LLC - Q42025 Holdings
Integris Wealth Management, LLC holds 121 stocks with a total portfolio value of $ 439.41M as of Q42025. In Q42025, Integris Wealth Management, LLC added 7 new positions, increased stakes in 24 stocks, reduced 46 holdings, and fully exited 6 positions. The largest holding is Vanguard Bd Index Fds (BSV), representing 14.63% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options