Intergy Private Wealth, LLC - Portfolio Stock Holdings
Intergy Private Wealth, LLC disclosed 151 stock positions in a recent SEC 13F filing. $432,692,528 of stock holdings were filed, with the largest holdings including QQQ, SCHD, and VEA. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
151Est. Stock Holding Value:
$432,692,528Top Stock Holdings By Sector
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Portfolio Stock Holdings - Intergy Private Wealth, LLC
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Stock
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% of Portfolio
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