Holdings
Intergy Private Wealth, LLC
As of Sep 30, 2026, Intergy Private Wealth, LLC reported 133 positions worth US$442M. Largest: Invesco QQQ Trust, Schwab US Dividend Equity ETF and Vanguard FTSE Developed Markets ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Invesco QQQ Trust | 117K | US$86.8M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 1.28M | US$41.5M | new | Sep 30, 2026 |
| Vanguard FTSE Developed Markets ETF | 414K | US$29.3M | new | Sep 30, 2026 |
| Avantis Emerging Markets Equity ETF | 218K | US$20.5M | new | Sep 30, 2026 |
| iShares Russell Mid-Cap Growth ETF | 144K | US$19.8M | new | Sep 30, 2026 |
| Schwab International Equity ETF | 702K | US$19.3M | new | Sep 30, 2026 |
| Vanguard Morningstar Large-Cap ETF | 49,804 | US$17.5M | new | Sep 30, 2026 |
| Avantis International Small Cap Value ETF | 145K | US$15.9M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 154K | US$13.9M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Growth ETF | 89,523 | US$11M | new | Sep 30, 2026 |