13F Insight
DOSSIER · 13F-HR · Q2 2026

Intentional Wealth Strategies, LLC

$107M in tracked AUM across 68 positions as of Q2 2026.

IW
CIK 0002119881 · last filed Jun 30, 2026
Total AUM
$107M
as of Q2 2026
Holdings
68
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Intentional Wealth Strategies, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$22M32K20.9%02
QQQM
INVESCO EXCH TRADED FD TR II
$9M31K8.8%03
TDI
TOUCHSTONE ETF TRUST
$7M154K6.5%04
DYNF
BLACKROCK ETF TRUST
$7M100K6.4%05
BKDV
BNY MELLON ETF TRUST II
$6M171K5.4%06
AVEM
AMERICAN CENTY ETF TR
$4M38K3.4%07
BAI
BLACKROCK ETF TRUST
$4M69K3.4%08
QQQ
INVESCO QQQ TR
$3M4K3.1%09
THRO
BLACKROCK ETF TRUST
$3M71K2.9%10
VXF
VANGUARD INDEX FDS
$3M10K2.4%

Filing history

2026Q2Jun 30
$107M▼ 0.7%
68 positionsView →2026Q1Mar 31
$107M—
942 positionsView →