13F Insight
Viewing historical filing for 2026Q3. View latest →
DOSSIER · 13F-HR · Q3 2026

Intergy Private Wealth, LLC

$445M in tracked AUM across 141 positions as of Q3 2026.

IP
CIK 0001911342 · last filed Sep 30, 2026
Total AUM
$445M
as of Q3 2026
Holdings
141
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…