Intentional Wealth Strategies, LLC - Portfolio Stock Holdings
Intentional Wealth Strategies, LLC disclosed 77 stock positions in a recent SEC 13F filing. $110,731,277 of stock holdings were filed, with the largest holdings including VOO, QQQM, and TDI. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 6, 2026.Report Period:
Sept. 30, 2026No. of Stocks:
77Est. Stock Holding Value:
$110,731,277Top Stock Holdings By Sector
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Portfolio Stock Holdings - Intentional Wealth Strategies, LLC
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Stock
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% of Portfolio
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