Intergy Private Wealth, LLC: 13F holdings
CIK 19113422026Q2
| Positions | 147 |
|---|---|
| Reported value | $433.0m |
| Filed | 2026-07-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 114,374 | $84.2m | 19.5% |
| SCHD SCHWAB STRATEGIC TR | 1,228,413 | $39.0m | 9.0% |
| VEA VANGUARD TAX-MANAGED FDS | 399,211 | $28.4m | 6.6% |
| IWP ISHARES TR | 132,539 | $19.4m | 4.5% |
| AVEM AMERICAN CENTY ETF TR | 199,827 | $19.3m | 4.5% |
| SCHF SCHWAB STRATEGIC TR | 673,896 | $18.7m | 4.3% |
| VV VANGUARD INDEX FDS | 48,026 | $16.5m | 3.8% |
| AVDV AMERICAN CENTY ETF TR | 140,370 | $14.5m | 3.3% |
| VUG VANGUARD INDEX FDS | 146,830 | $12.6m | 2.9% |
| SPYG SPDR SER TR | 89,522 | $10.7m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1911342")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.