CIK 1911342
Intergy Private Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
116
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 116
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 115K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 1.1M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 385K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 648K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 142K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| SPYG | SPDR SER TR | 90K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 16K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 72K | $1M+ | SH |
| ESGE | ISHARES INC | 164K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 51K | $1M+ | SH |
| SPYV | SPDR SER TR | 110K | $1M+ | SH |
| IQLT | ISHARES TR | 131K | $1M+ | SH |
| BIV | VANGUARD BD INDEX FDS | 76K | $1M+ | SH |
| AAPL | APPLE INC | 18K | $1M+ | SH |
| ACWI | ISHARES TR | 33K | $1M+ | SH |
| IEMG | ISHARES INC | 63K | $1M+ | SH |
| AGG | ISHARES TR | 36K | $1M+ | SH |
| IWP | ISHARES TR | 25K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 39K | $1M+ | SH |
| TLT | ISHARES TR | 39K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| MINT | PIMCO ETF TR | 26K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 12K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 14K | $1M+ | SH |
| IJR | ISHARES TR | 15K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 4K | $1M+ | SH |
| THYF | T ROWE PRICE ETF INC | 30K | $1M+ | SH |
| SCZ | ISHARES TR | 20K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 28K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| LQD | ISHARES TR | 12K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| SUB | ISHARES TR | 11K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 2K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 20K | $1M+ | SH |
| IJS | ISHARES TR | 10K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 41K | $1M+ | SH |
| GOOGL | ALPHABET INC | 3K | $1M+ | SH |
| IWS | ISHARES TR | 7K | $500K+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 41K | $500K+ | SH |