Integris Wealth Management, LLC

Business address
435 Washington St. Ste. A, Monterey, CA, 93940
Top securities (13F)
BSV, IVV, VEA, VTI, DISV, DFEM, DFSV, VV, DFGR, VGK, CAT, AAPL, IEUR, VPL, MSFT, STIP, SUSB, IPAC, ESGD, and ESGU
State of incorporation
CA
Fiscal year end
31 December
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Integris Wealth Management, LLC has filed 14 SEC EDGAR filings since 07 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 15 Oct 2025 30 Sep 2025 028-22833
N-PX Open Document Open Filing 12 Aug 2025 30 Jun 2025 028-22833
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-22833
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-22833
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-22833
13F-HR Open Document Open Filing 18 Oct 2024 30 Sep 2024 028-22833
N-PX Open Document Open Filing 23 Sep 2024 23 Sep 2024 028-22833
13F-HR Open Document Open Filing 19 Jul 2024 30 Jun 2024 028-22833
13F-HR Open Document Open Filing 03 May 2024 31 Mar 2024 028-22833
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-22833
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-22833
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-22833
13F-HR Open Document Open Filing 15 May 2023 31 Mar 2023 028-22833
13F-HR Open Document Open Filing 07 Feb 2023 31 Dec 2022 028-22833