Long-term investor
Integris Wealth Management, LLC @integriswealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001750852).
Record
- Tracked since 2025-12-31 (261 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year n/a · all +10.2%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BSV · 14.1% · long · since 2025-12-31
- VEA · 9.0% · long · since 2025-12-31
- VTI · 8.3% · long · since 2025-12-31
- IVV · 8.2% · long · since 2025-12-31
- DFEM · 5.3% · long · since 2025-12-31
- CAT · 5.2% · long · since 2025-12-31
- DISV · 5.1% · long · since 2025-12-31
- DFSV · 4.6% · long · since 2025-12-31
- DFGR · 3.8% · long · since 2025-12-31
- VV · 3.4% · long · since 2025-12-31
- VGK · 3.0% · long · since 2025-12-31
- AAPL · 2.5% · long · since 2025-12-31