Intentional Wealth Strategies, LLC
All 13F Filings
- Location
- Colorado Springs, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 110,738
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/6/2026 | 68 | 110,738 | 13F-HR | Intentional Wealth Strategies, LLC |
| Q2 2026 | 7/28/2026 | 68 | 106,653 | 13F-HR | Intentional Wealth Strategies, LLC |
| 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 | 12.85 K | 11.6% | 0 | 50 | -50 |
| ETFs | 97.89 K | 88.4% | 4.137 K | 0 | 4.137 K |
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Fund Snapshot
Q3 2026
Latest filed
11/6/2026
Total value ($000)
110,738
Holdings
68
QoQ value change ($000)
4,085
(3.8%)
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.