Intentional Wealth Strategies, LLC

Intentional Wealth Strategies, LLC reported 942 holdings worth US$107M as of Mar 31, 2026 (Form 13F)

As of Mar 31, 2026 · Filed May 6, 2026

Intentional Wealth Strategies, LLC reported 942 holdings worth US$107M as of Mar 31, 2026. Filed May 6, 2026 (Form 13F).

Holdings

942

Value as reported

US$107M

Source

View original at SEC

Related

• Intentional Wealth Strategies, LLC
• Form 13F · Intentional Wealth Strategies, LLC · Jul 28, 2026