Holdings
Intentional Wealth Strategies, LLC
As of Jun 30, 2026, Intentional Wealth Strategies, LLC reported 21 positions worth US$8.6M. Largest: Apple Inc, Alphabet Inc (google) Class C and Western Digital Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 5,575 | US$1.61M | −99 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,194 | US$784K | −327 | Jun 30, 2026 |
| Western Digital Corporation | 1,015 | US$648K | −13 | Jun 30, 2026 |
| Broadcom Inc. | 1,508 | US$570K | −66 | Jun 30, 2026 |
| Microsoft Corp. | 1,269 | US$473K | +57 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 1,319 | US$432K | −29 | Jun 30, 2026 |
| Johnson & Johnson | 1,671 | US$424K | +9 | Jun 30, 2026 |
| Micron Technology, Inc. | 353 | US$407K | +9 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,707 | US$407K | +123 | Jun 30, 2026 |
| Cisco Systems, Inc. | 2,840 | US$334K | +204 | Jun 30, 2026 |