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Manager Profile

Intergy Private Wealth, LLC

Diversified · Technology 3%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

COLORADO SPRINGS, CO

Portfolio Value

$433M

Latest reported 13F value

Holdings

147

Distinct positions in last filing

Top Position

INVESCO QQQ TR

Latest disclosed holding

Top 4

46090E103 808524797 921943858 464287481 025072604

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
3.1%
Financial Services
1%
Communication Services
1%
Healthcare
0.7%
Consumer Cyclical
0.7%
Industrials
0.3%
Consumer Defensive
0.3%
Utilities
0.1%
Energy
0.1%
Real Estate
0.1%
Basic Materials
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
INVESCO QQQ TR

Shares: 114.4K

84.2M

Position Value
2
SCHWAB STRATEGIC TR

Shares: 1.2M

39M

Position Value
3
VANGUARD TAX-MANAGED FDS

Shares: 399.2K

28.4M

Position Value
4
ISHARES TR

Shares: 132.5K

19.4M

Position Value
5
AMERICAN CENTY ETF TR

Shares: 199.8K

19.3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID