Intentional Wealth Strategies, LLC - Portfolio overview

Intentional Wealth Strategies, LLC has 942 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 14.97%
2. QQQM - INVESCO EXCH TRADED FD TR II, 7.25%
3. DYNF - BLACKROCK ETF TRUST, 6.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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