Integris Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 15, 2025
Value $
$411M
Signature - Title
Kevin R. Mahoney - Chief Compliance Officer
Location
Monterey, CA
Summary
This page shows a list of all the recent 13F filings made by Integris Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Integris Wealth Management, LLC reported 120 stock holdings with total value $411M as of Q3 2025. Top holdings included BSV, IVV, VEA, VTI, and DISV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 120 $411M +$8.73M -$5.43M +$3.3M BSV, IVV, VEA, VTI, DISV 13F-HR 10/14/2025, 05:41 PM
Q2 2025 116 $383M +$10.2M -$4.08M +$6.13M BSV, IVV, VEA, VTI, DISV 13F-HR 7/23/2025, 11:23 AM
Q1 2025 103 $351M +$5.66M -$8.75M -$3.09M BSV, IVV, VEA, VTI, DISV 13F-HR 4/22/2025, 05:54 PM
Q4 2024 104 $355M +$12.5M -$4.96M +$7.54M BSV, IVV, VTI, VEA, DFSV 13F-HR 1/23/2025, 04:08 PM
Q3 2024 104 $358M +$7.5M -$16.6M -$9.06M BSV, IVV, VTI, VEA, DFEM 13F-HR 10/18/2024, 04:03 PM
Q2 2024 93 $346M +$2.88M -$20.1M -$17.2M BSV, IVV, VTI, VEA, DFEM 13F-HR 7/19/2024, 05:01 PM
Q1 2024 95 $362M +$12.9M -$3.75M +$9.19M BSV, IVV, VTI, VEA, DFSV 13F-HR 5/3/2024, 03:57 PM
Q4 2023 92 $338M +$13.2M -$6.79M +$6.45M BSV, IVV, VTI, VEA, DFSV 13F-HR 2/9/2024, 09:12 AM
Q3 2023 84 $305M +$91.6M -$59.9M +$31.8M BSV, IVV, VTI, VEA, VGK 13F-HR 11/8/2023, 12:10 PM
Q2 2023 82 $283M +$5.13M -$2.03M +$3.1M BSV, IVV, VGK, VNQ, VPL 13F-HR 7/13/2023, 03:58 PM
Q1 2023 81 $272M +$6.19M -$1.64M +$4.55M BSV, IVV, VGK, VNQ, VPL 13F-HR 5/15/2023, 01:26 PM
Q4 2022 78 $256M $0 $0 BSV, IVV, VGK, VNQ, VPL 13F-HR 2/7/2023, 01:13 PM