Intergy Private Wealth, LLC
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 340,963
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 33.61 K | 9.9% | 0 | 213.6 K | -213.6 K |
| ETFs | 306.9 K | 90.0% | 223.4 K | 0 | 223.4 K |
| Debt | 472 | 0.1% | 21 | 0 | 21 |
| Other | 0 | 0.0% | 0 | 252 | -252 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
340,963
Holdings
123
QoQ value change ($000)
9,490
(2.9%)
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.