Intergy Private Wealth, LLC
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 433,005
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 147 | 433,005 | 13F-HR | Intergy Private Wealth, LLC |
| Q1 2026 | 4/16/2026 | 123 | 340,963 | 13F-HR | Intergy Private Wealth, LLC |
| Q4 2025 | 1/22/2026 | 116 | 331,473 | 13F-HR | Intergy Private Wealth, LLC |
| Q3 2025 | 10/14/2025 | 109 | 319,682 | 13F-HR | Intergy Private Wealth, LLC |
| Q2 2025 | 7/23/2025 | 101 | 293,081 | 13F-HR | Intergy Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.43 K | 10.0% | 9.816 K | 0 | 9.816 K |
| ETFs | 389.1 K | 89.8% | 82.18 K | 0 | 82.18 K |
| Debt | 523 | 0.1% | 51 | 0 | 51 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
433,005
Holdings
147
QoQ value change ($000)
92,042
(27.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.