Integris Wealth Management, LLC: 13F holdings
CIK 17508522026Q2
| Positions | 131 |
|---|
| Reported value | $495.2m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 131 (+7 vs prior quarter) |
|---|
| Reported value | $495.2m (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BSV VANGUARD BD INDEX FDS | 898,698 | $70.0m | 14.1% |
| VEA VANGUARD TAX-MANAGED FDS | 623,449 | $44.4m | 9.0% |
| VTI VANGUARD INDEX FDS | 111,124 | $41.1m | 8.3% |
| IVV ISHARES TR | 54,302 | $40.7m | 8.2% |
| DFEM DIMENSIONAL ETF TRUST | 644,883 | $26.2m | 5.3% |
| CAT CATERPILLAR INC | 24,236 | $25.8m | 5.2% |
| DISV DIMENSIONAL ETF TRUST | 626,662 | $25.1m | 5.1% |
| DIMENSIONAL ETF TRUST | 585,899 | $22.7m | 4.6% |
| DFGR DIMENSIONAL ETF TRUST | 646,737 | $18.7m | 3.8% |
| VV VANGUARD INDEX FDS | 49,080 | $16.9m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1750852")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples