Intentional Wealth Strategies, LLC
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 107,380
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 5/5/2026 | 942 | 107,380 | 13F-HR | Intentional Wealth Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.86 K | 21.3% | 22.86 K | 0 | 22.86 K |
| ETFs | 83.06 K | 77.4% | 83.06 K | 0 | 83.06 K |
| Debt | 1.421 K | 1.3% | 1.421 K | 0 | 1.421 K |
| Other | 30 | 0.0% | 30 | 0 | 30 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
107,380
Holdings
942
QoQ value change ($000)
—
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.