account_balance
Investment manager · 13F filer · SEC CIK 1911342
Intergy Private Wealth, LLC
Reported value$445Mas of Sep 30, 2026
Positions141 5 new, 11 sold out
Top 10 weight61.9%QQQ alone is 20%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
19.5%Added +3%
SCHDSchwab Strategic Tr
9.3%Added +4%
VEAVanguard Tax-Managed FDS
6.6%Added +4%
AVEMAmerican Centy ETF Tr
4.6%Added +9%
IWPiShares Tr
4.4%Added +8%
SCHFSchwab Strategic Tr
4.3%Added +4%
VVVanguard Index FDS
3.9%Added +4%
AVDVAmerican Centy ETF Tr
3.6%Added +4%
VUGVanguard Index FDS
3.1%+5%
SPYGSPDR Series Trust
2.5%
AVUVAmerican Centy ETF Tr
2.0%+3%
ESGEiShares Inc
2.0%
QQQInvesco QQQ Tr
19.5%Added +3%
SCHDSchwab Strategic Tr
9.3%
VEAVanguard Tax-Managed FDS
6.6%
AVEMAmerican Centy ETF Tr
4.6%
IWPiShares Tr
4.4%+8%
SCHFSchwab Strategic Tr
4.3%+4%
VVVanguard Index FDS
3.9%
AVDV3.6%
VUG3.1%
SPYG
AVUV
ESGE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 19.5% Added +3%
SCHD Schwab Strategic Tr 9.3% Added +4%
VEA Vanguard Tax-Managed FDS 6.6% Added +4%
AVEM American Centy ETF Tr 4.6% Added +9%
IWP iShares Tr 4.4% Added +8%
SCHF Schwab Strategic Tr 4.3% Added +4%
VV Vanguard Index FDS 3.9% Added +4%
AVDV American Centy ETF Tr 3.6% Added +4%
VUG Vanguard Index FDS 3.1% Added +5%
SPYG SPDR Series Trust 2.5% Held
AVUV American Centy ETF Tr 2.0% Added +3%
ESGE iShares Inc 2.0% Held
What changed
Biggest moves since Jun 30, 2026
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