Intentional Wealth Strategies, LLC

13F Portfolio Filings

Most recent 13F: Q1 2026
Location: Colorado Springs, CO
CIK: 0002119881
All SEC filings: View on sec.gov

Holdings Value

Quarter	Holdings	Value ($000)	Top Holdings	Form Type	Date Filed	Filing ID
Q1 2026	942	107,380	VOO, QQQM, DYNF, BKDV	13F-HR	5/5/2026	000175496026000364