Institutions / Intergy Private Wealth, LLC
Intergy Private Wealth, LLC
CIK 1911342 · Institution · as of Dec 31, 2025
Portfolio value
$331.47M
Positions
116
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 116 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $70.66M | 21.3% |
| Schwab Strategic Tr | $29.69M | 9.0% |
| Vanguard Tax-Managed Fds | $24.02M | 7.2% |
| Schwab Strategic Tr | $15.57M | 4.7% |
| Vanguard Index Fds | $14.14M | 4.3% |
| American Centy ETF Tr | $13.35M | 4.0% |
| Vanguard Index Fds | $10.90M | 3.3% |
| SPDR Ser Tr | $9.62M | 2.9% |
| SPDR Dow Jones Indl Average | $7.68M | 2.3% |
| American Centy ETF Tr | $7.33M | 2.2% |
| iShares Inc | $7.25M | 2.2% |
| Vanguard Intl Equity Index F | $7.25M | 2.2% |
| SPDR Ser Tr | $6.26M | 1.9% |
| iShares Tr | $5.94M | 1.8% |
| Vanguard Bd Index Fds | $5.89M | 1.8% |
| Apple Inc. | $4.79M | 1.4% |
| iShares Tr | $4.66M | 1.4% |
| iShares Inc | $4.26M | 1.3% |
| iShares Tr | $3.60M | 1.1% |
| iShares Tr | $3.44M | 1.0% |
| Vanguard Index Fds | $3.42M | 1.0% |
| iShares MSCI UAE ETF | $3.41M | 1.0% |
| Vanguard Index Fds | $2.92M | 0.9% |
| Vanguard Index Fds | $2.65M | 0.8% |
| PIMCO ETF Tr | $2.59M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.