Intergy Private Wealth, LLC — 13F holdings

Intergy Private Wealth, LLC reported 141 holdings worth $445M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. QQQ Invesco Qqq Tr — $86.8M (19.5%)
  2. SCHD SCHWAB STRATEGIC TR — $41.5M (9.3%)
  3. VEA VANGUARD TAX-MANAGED FDS — $29.3M (6.6%)
  4. AVEM AMERICAN CENTY ETF TR — $20.5M (4.6%)
  5. IWP ISHARES TR — $19.8M (4.4%)
  6. SCHF SCHWAB STRATEGIC TR — $19.3M (4.3%)
  7. VV VANGUARD INDEX FDS — $17.5M (3.9%)
  8. AVDV AMERICAN CENTY ETF TR — $15.9M (3.6%)
  9. VUG VANGUARD INDEX FDS — $13.9M (3.1%)
  10. SPYG SPDR SERIES TRUST — $11.0M (2.5%)