Intentional Wealth Strategies, LLC
Q2 2026 13F Holdings
Location
Colorado Springs, CO
Holdings as of
6/30/2026
Value ($000)
$106,653
Num holdings
68
Date filed
7/28/2026
Form type
13F-HR
Prev filing
5/5/2026
Next filing
SEC
View on sec.gov
Compare Q2 2026 to
2026 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type