Integris Wealth Management, LLC
Integris Wealth Management, LLC reported 131 positions worth $495.2M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: BSV (14.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BSV | SH | $70.0M | 14.14% | 898,698 | — | — | |
| ▸ 2 | VEA | SH | $44.4M | 8.97% | 623,449 | — | — | |
| ▸ 3 | VTI | SH | $41.1M | 8.30% | 111,124 | — | — | |
| ▸ 4 | IVV | SH | $40.7M | 8.21% | 54,302 | — | — | |
| ▸ 5 | DFEM | SH | $26.2M | 5.29% | 644,883 | — | — | |
| ▸ 6 | CAT | SH | $25.8M | 5.21% | 24,236 | — | — | |
| ▸ 7 | DISV | SH | $25.1M | 5.08% | 626,662 | — | — | |
| ▸ 8 | DFSV | SH | $22.7M | 4.59% | 585,899 | — | — | |
| ▸ 9 | DFGR | SH | $18.7M | 3.78% | 646,737 | — | — | |
| ▸ 10 | VV | SH | $16.9M | 3.41% | 49,080 | — | — |
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Frequently Asked Questions
What stocks does Integris Wealth Management, LLC hold as of Q2 2026?
Integris Wealth Management, LLC reported 131 positions worth $495.2M in its Q2 2026 13F filing. Largest positions: BSV (14.1%), VEA (9.0%), VTI (8.3%), IVV (8.2%) and DFEM (5.3%).
What did Integris Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Integris Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.