Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Intergy Private Wealth, LLC (CIK 1911342) reported $341.0M across 123 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($68.6M, 20.11%), SCHD ($35.4M, 10.38%), VEA ($25.5M, 7.49%), SCHF ($15.9M, 4.68%), AVDV ($14.7M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $68.6M | 20.11% | 118,791 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $35.4M | 10.38% | 1.2M | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $25.5M | 7.49% | 398,279 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $15.9M | 4.68% | 644,162 | Trimmed |
| 5 | AVDV | AMERICAN CENTY ETF TR | $14.7M | 4.31% | 147,139 | Added |
| 6 | VV | VANGUARD INDEX FDS | $13.8M | 4.03% | 46,014 | Added |
| 7 | VUG | VANGUARD INDEX FDS | $10.0M | 2.92% | 22,830 | Added |
| 8 | SPYG | SPDR SER TR | $8.8M | 2.59% | 90,199 | Added |
| 9 | AVUV | AMERICAN CENTY ETF TR | $8.3M | 2.43% | 75,047 | Added |
| 10 | DIA | SPDR DOW JONES INDL AVERAGE | $7.5M | 2.21% | 16,276 | Added |
| 11 | ESGE | ISHARES INC | $7.4M | 2.17% | 162,446 | Trimmed |
| 12 | VT | VANGUARD INTL EQUITY INDEX F | $7.1M | 2.08% | 51,267 | Trimmed |
| 13 | BIV | VANGUARD BD INDEX FDS | $6.2M | 1.83% | 80,803 | Added |
| 14 | IQLT | ISHARES TR | $6.0M | 1.77% | 130,393 | Trimmed |
| 15 | SPYV | SPDR SER TR | $5.6M | 1.65% | 99,264 | Trimmed |
| 16 | ACWI | ISHARES TR | $4.6M | 1.34% | 32,909 | Hold |
| 17 | AAPL | APPLE INC | $4.5M | 1.32% | 17,744 | Added |
| 18 | IEMG | ISHARES INC | $4.4M | 1.30% | 63,610 | Added |
| 19 | AGG | ISHARES TR | $3.8M | 1.11% | 38,280 | Added |
| 20 | TLT | ISHARES TR | $3.7M | 1.09% | 42,926 | Added |
| 21 | VNQ | VANGUARD INDEX FDS | $3.5M | 1.02% | 39,340 | Added |
| 22 | PNC | PNC FINL SVCS GROUP INC | $3.4M | 0.99% | 16,164 | New |
| 23 | IWP | ISHARES TR | $3.4M | 0.98% | 26,164 | Added |
| 24 | VO | VANGUARD INDEX FDS | $3.0M | 0.88% | 10,405 | Added |
| 25 | MINT | PIMCO ETF TR | $2.7M | 0.81% | 27,337 | Added |
Source: SEC Form 13F filings · as of 2026-03-31