Intentional Wealth Strategies, LLC
13F Portfolio Filings
Most recent 13F
Q2 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
Q2 2026
68
106,653
VOO, QQQM, TDI, DYNF
13F-HR
7/28/2026
000175496026000652
Q1 2026
942
107,380
VOO, QQQM, DYNF, BKDV
13F-HR
5/5/2026
000175496026000364