Intentional Wealth Strategies, LLC
Intentional Wealth Strategies, LLC reported 68 positions worth $106.7M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: VOO (20.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $22.3M | 20.91% | 32,472 | — | — | |
| ▸ 2 | QQQM | SH | $9.4M | 8.78% | 30,890 | — | — | |
| ▸ 3 | TDI | SH | $6.9M | 6.47% | 153,508 | — | — | |
| ▸ 4 | DYNF | SH | $6.8M | 6.37% | 99,950 | — | — | |
| ▸ 5 | BKDV | SH | $5.7M | 5.37% | 170,948 | — | — | |
| ▸ 6 | AVEM | SH | $3.7M | 3.44% | 38,071 | — | — | |
| ▸ 7 | BAI | SH | $3.6M | 3.42% | 69,172 | — | — | |
| ▸ 8 | QQQ | SH | $3.3M | 3.05% | 4,420 | — | — | |
| ▸ 9 | THRO | SH | $3.1M | 2.86% | 70,822 | — | — | |
| ▸ 10 | VXF | SH | $2.6M | 2.40% | 10,403 | — | — |
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Frequently Asked Questions
What stocks does Intentional Wealth Strategies, LLC hold as of Q2 2026?
Intentional Wealth Strategies, LLC reported 68 positions worth $106.7M in its Q2 2026 13F filing. Largest positions: VOO (20.9%), QQQM (8.8%), TDI (6.5%), DYNF (6.4%) and BKDV (5.4%).
What did Intentional Wealth Strategies, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Intentional Wealth Strategies, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.