What does Intentional Wealth Strategies, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Intentional Wealth Strategies, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$16M27K15.0%

INVESCO EXCH TRADED FD TR II

$8M33K7.2%

BLACKROCK ETF TRUST

$7M128K7.0%

BNY MELLON ETF TRUST II

$7M230K6.3%

AMERICAN CENTY ETF TR

$5M65K4.9%

BLACKROCK ETF TRUST

$3M93K3.1%

ISHARES TR

$3M15K2.6%

BLACKROCK ETF TRUST

$3M85K2.6%

INVESCO QQQ TR

$3M5K2.4%

VANGUARD INDEX FDS

$2M11K2.1%

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