Intergy Private Wealth, LLC - Portfolio overview

Intergy Private Wealth, LLC has 127 reported holdings in this dataset, with the latest filing dated 2026-04-16.

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. QQQ - INVESCO QQQ TR, 20.04%
2. SCHD - SCHWAB STRATEGIC TR, 10.35%
3. VEA - VANGUARD TAX-MANAGED FDS, 7.46%

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

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