Intergy Private Wealth, LLC - Portfolio Stock Holdings
Intergy Private Wealth, LLC disclosed 152 stock positions in a recent SEC 13F filing. $445,200,070 of stock holdings were filed, with the largest holdings including QQQ, SCHD, and VEA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $602,618,422 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
152Est. Stock Holding Value:
$445,200,070Top Stock Holdings By Sector
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Portfolio Stock Holdings - Intergy Private Wealth, LLC
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% of Portfolio
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