13F Filings History of Integris Wealth Management, LLC

Latest 13F report
Q3 2025 - 15 Oct 2025
Value $
$411,004,540
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 $411,004,540 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 Filing Time
Q3 2025 120 $411,004,540 +$8,733,656 -$5,434,277 +$3,299,379 BSV, IVV, VEA, VTI, DISV 13F-HR 14 Oct 2025, 17:41
Q2 2025 116 $383,425,402 +$10,216,301 -$4,081,385 +$6,134,916 BSV, IVV, VEA, VTI, DISV 13F-HR 23 Jul 2025, 11:23
Q1 2025 103 $350,605,045 +$5,660,200 -$8,748,650 -$3,088,450 BSV, IVV, VEA, VTI, DISV 13F-HR 22 Apr 2025, 17:54
Q4 2024 104 $354,602,818 +$12,496,675 -$4,959,779 +$7,536,896 BSV, IVV, VTI, VEA, DFSV 13F-HR 23 Jan 2025, 16:08
Q3 2024 104 $358,029,124 +$7,503,700 -$16,559,497 -$9,055,797 BSV, IVV, VTI, VEA, DFEM 13F-HR 18 Oct 2024, 16:03
Q2 2024 93 $346,184,529 +$2,884,079 -$20,096,776 -$17,212,697 BSV, IVV, VTI, VEA, DFEM 13F-HR 19 Jul 2024, 17:01
Q1 2024 95 $361,746,370 +$12,937,288 -$3,745,257 +$9,192,031 BSV, IVV, VTI, VEA, DFSV 13F-HR 03 May 2024, 15:57
Q4 2023 92 $337,885,855 +$13,237,068 -$6,786,591 +$6,450,477 BSV, IVV, VTI, VEA, DFSV 13F-HR 09 Feb 2024, 09:12
Q3 2023 84 $305,059,109 +$91,636,091 -$59,850,762 +$31,785,329 BSV, IVV, VTI, VEA, VGK 13F-HR 08 Nov 2023, 12:10
Q2 2023 82 $282,624,568 +$5,133,599 -$2,030,317 +$3,103,282 BSV, IVV, VGK, VNQ, VPL 13F-HR 13 Jul 2023, 15:58
Q1 2023 81 $272,217,050 +$6,189,088 -$1,638,094 +$4,550,994 BSV, IVV, VGK, VNQ, VPL 13F-HR 15 May 2023, 13:26
Q4 2022 78 $256,321,196 $0 $0 $0 BSV, IVV, VGK, VNQ, VPL 13F-HR 07 Feb 2023, 13:13