Holdings
Integris Wealth Management, LLC
As of Sep 30, 2026, Integris Wealth Management, LLC reported 60 positions worth US$81.5M. Largest: Caterpillar, Inc., Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Caterpillar, Inc. | 24,218 | US$19.6M | −18 | Sep 30, 2026 |
| Apple Inc | 43,367 | US$14.4M | +264 | Sep 30, 2026 |
| Microsoft Corp. | 15,017 | US$7.7M | +785 | Sep 30, 2026 |
| Affirm Holdings, Inc. | 36,129 | US$2.5M | +1,561 | Sep 30, 2026 |
| Johnson & Johnson | 9,125 | US$2.42M | +40 | Sep 30, 2026 |
| Netflix, Inc. | 31,179 | US$2.17M | −199 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 5,563 | US$1.9M | −618 | Sep 30, 2026 |
| Broadcom Inc. | 4,995 | US$1.75M | +2,659 | Sep 30, 2026 |
| Micron Technology, Inc. | 1,605 | US$1.71M | +467 | Sep 30, 2026 |
| Chevron Corporation | 8,277 | US$1.69M | +2,509 | Sep 30, 2026 |