Integris Wealth Management, LLC
Q4 2025 13F Holdings
- Locationmonterey, CA
- Num holdings
121
- Value ($000)
$439,406
- Date Filed01/20/2026
- Form type13F-HR
- CIK0001750852
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
B VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $64.31M | 15 % | 815,955 | ||
V VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $38.37M | 9 % | 614,222 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $38.3M | 9 % | 55,918 | ||
V VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $36.39M | 8 % | 108,525 | ||
D DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $24.46M | 6 % | 643,572 | ||
D DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $22.38M | 5 % | 676,654 | ||
D DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $20M | 5 % | 608,200 | ||
V VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $16.21M | 4 % | 51,481 | ||
D DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $15.7M | 4 % | 594,268 | ||
V VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | $15.02M | 3 % | 179,647 |
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