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Intentional Wealth Strategies

Latest statistics and disclosures from Intentional Wealth Strategies's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002119881

Tip: Access up to 7 years of quarterly data

Positions held by Intentional Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Intentional Wealth Strategies

Intentional Wealth Strategies holds 942 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Intentional Wealth Strategies has 942 total positions. Only the first 250 positions are shown.

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Download the Intentional Wealth Strategies March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	15.0	$16M	27k	597.56	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	7.2	$7.8M	33k	237.62	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	7.0	$7.5M	128k	58.18	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	6.3	$6.8M	230k	29.66	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.9	$5.3M	65k	80.58	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	3.1	$3.4M	93k	36.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$2.8M	15k	191.81	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	2.6	$2.8M	85k	32.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.4	$2.6M	4.5k	577.18	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.1	$2.3M	11k	205.81	View chart
Ishares Gold Tr Ishares New (IAU)	1.9	$2.0M	23k	88.16	View chart
Ishares Tr Core Msci Total (IXUS)	1.7	$1.9M	22k	86.64	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.7	$1.8M	35k	51.93	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	1.6	$1.7M	52k	33.58	View chart
Ishares Tr Eafe Value Etf (EFV)	1.6	$1.7M	23k	74.35	View chart
Nomura Etf Tr National High Yl (HTAX)	1.6	$1.7M	71k	24.19	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$1.6M	16k	103.43	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$1.5M	15k	106.15	View chart
Apple (AAPL)	1.3	$1.4M	5.7k	253.81	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$1.4M	46k	30.68	View chart
Global X Fds Defense Tech Etf (SHLD)	1.3	$1.3M	19k	70.84	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.8	$906k	11k	86.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$890k	9.8k	90.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$722k	11k	67.53	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$711k	6.4k	110.47	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$684k	16k	42.56	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.6	$650k	9.1k	71.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$616k	2.1k	287.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$571k	878.00	650.34	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.5	$498k	18k	27.20	View chart
Broadcom (AVGO)	0.5	$487k	1.6k	309.51	View chart
Microsoft Corporation (MSFT)	0.4	$449k	1.2k	370.05	View chart
Johnson & Johnson (JNJ)	0.4	$406k	1.7k	244.44	View chart
JPMorgan Chase & Co. (JPM)	0.4	$397k	1.3k	294.16	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.3	$359k	11k	33.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$353k	2.8k	124.31	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.3	$351k	13k	27.59	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.3	$340k	5.5k	61.75	View chart
Amazon (AMZN)	0.3	$330k	1.6k	208.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.3	$328k	8.0k	40.86	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$327k	6.2k	52.56	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$316k	13k	25.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$314k	3.3k	94.24	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.3	$312k	13k	23.65	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$290k	4.9k	59.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.3	$287k	12k	23.02	View chart
Western Digital (WDC)	0.3	$278k	1.0k	270.49	View chart
Wal-Mart Stores (WMT)	0.2	$268k	2.2k	124.28	View chart
Abbvie (ABBV)	0.2	$265k	1.2k	217.49	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.2	$264k	13k	20.88	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$263k	5.0k	52.78	View chart
TJX Companies (TJX)	0.2	$244k	1.5k	159.70	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.2	$238k	9.4k	25.42	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$237k	6.1k	38.86	View chart
salesforce (CRM)	0.2	$234k	1.3k	186.67	View chart
Home Depot (HD)	0.2	$233k	708.00	328.89	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.2	$209k	7.1k	29.36	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.2	$208k	9.4k	22.13	View chart
Cisco Systems (CSCO)	0.2	$205k	2.6k	77.59	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$201k	514.00	391.76	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$200k	2.2k	91.52	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$198k	586.00	337.95	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$193k	8.4k	22.95	View chart
Keysight Technologies (KEYS)	0.2	$190k	674.00	282.37	View chart
Parker-Hannifin Corporation (PH)	0.2	$184k	205.00	895.24	View chart
Visa Com Cl A (V)	0.2	$177k	584.00	302.24	View chart
UnitedHealth (UNH)	0.2	$174k	642.00	270.59	View chart
NVIDIA Corporation (NVDA)	0.2	$169k	967.00	174.40	View chart
Trane Technologies SHS (TT)	0.2	$164k	394.00	416.74	View chart
Motorola Solutions Com New (MSI)	0.1	$158k	364.00	433.97	View chart
At&t (T)	0.1	$156k	5.4k	28.99	View chart
Chevron Corporation (CVX)	0.1	$153k	740.00	206.90	View chart
Tesla Motors (TSLA)	0.1	$147k	396.00	371.75	View chart
Marathon Petroleum Corp (MPC)	0.1	$147k	600.00	244.18	View chart
Chubb (CB)	0.1	$143k	440.00	325.93	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$142k	5.6k	25.33	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.1	$142k	6.1k	23.26	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$136k	423.00	320.76	View chart
Allstate Corporation (ALL)	0.1	$135k	649.00	207.34	View chart
Equinix (EQIX)	0.1	$132k	135.00	980.24	View chart
Diamondback Energy (FANG)	0.1	$132k	668.00	197.79	View chart
Rbc Cad (RY)	0.1	$130k	801.00	161.78	View chart
Halliburton Company (HAL)	0.1	$129k	3.3k	38.99	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$127k	5.2k	24.24	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.1	$126k	6.0k	20.93	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.1	$125k	5.7k	21.89	View chart
Intercontinental Exchange (ICE)	0.1	$125k	794.00	157.28	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.1	$125k	4.9k	25.27	View chart
Venu Hldg Corp (VENU)	0.1	$124k	38k	3.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$123k	727.00	169.66	View chart
Eaton Corp SHS (ETN)	0.1	$121k	339.00	357.67	View chart
Synchrony Financial (SYF)	0.1	$121k	1.8k	68.02	View chart
Meta Platforms Cl A (META)	0.1	$119k	207.00	572.23	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$117k	4.8k	24.24	View chart
Micron Technology (MU)	0.1	$116k	344.00	337.84	View chart
Emcor (EME)	0.1	$116k	157.00	738.31	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$115k	848.00	135.72	View chart
Union Pacific Corporation (UNP)	0.1	$114k	471.00	242.62	View chart
Vale S A Sponsored Ads (VALE)	0.1	$109k	6.9k	15.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$109k	381.00	286.86	View chart
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)	0.1	$102k	4.8k	21.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$102k	1.2k	88.70	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.1	$102k	4.7k	21.49	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$101k	3.1k	32.43	View chart
eBay (EBAY)	0.1	$100k	1.1k	91.02	View chart
Citigroup Com New (C)	0.1	$98k	863.00	113.41	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$97k	2.0k	49.49	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$96k	1.9k	50.04	View chart
Cme (CME)	0.1	$93k	316.00	295.35	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$91k	69.00	1320.83	View chart
Popular Com New (BPOP)	0.1	$90k	671.00	134.17	View chart
Nike CL B (NKE)	0.1	$89k	1.7k	52.82	View chart
Nxp Semiconductors N V (NXPI)	0.1	$88k	446.00	196.86	View chart
L3harris Technologies (LHX)	0.1	$86k	249.00	345.15	View chart
Mastercard Incorporated Cl A (MA)	0.1	$85k	170.00	499.66	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.1	$83k	3.2k	25.85	View chart
Invesco SHS (IVZ)	0.1	$82k	3.4k	24.29	View chart
International Business Machines (IBM)	0.1	$80k	331.00	242.39	View chart
Amgen (AMGN)	0.1	$80k	227.00	351.85	View chart
Iqvia Holdings (IQV)	0.1	$80k	466.00	170.54	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$79k	315.00	250.58	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.1	$79k	3.4k	23.18	View chart
Welltower Inc Com reit (WELL)	0.1	$78k	395.00	197.71	View chart
Starbucks Corporation (SBUX)	0.1	$77k	861.00	89.59	View chart
Lam Research Corp Com New (LRCX)	0.1	$76k	356.00	213.66	View chart
Palantir Technologies Cl A (PLTR)	0.1	$75k	511.00	146.28	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$74k	1.5k	49.95	View chart
Honeywell International (HON)	0.1	$74k	326.00	226.03	View chart
Gilead Sciences (GILD)	0.1	$73k	523.00	139.37	View chart
Coca-Cola Company (KO)	0.1	$71k	931.00	76.05	View chart
Merck & Co (MRK)	0.1	$69k	571.00	120.29	View chart
Morgan Stanley Com New (MS)	0.1	$69k	417.00	164.57	View chart
Garmin SHS (GRMN)	0.1	$68k	293.00	232.01	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$68k	821.00	82.49	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.1	$67k	3.0k	22.36	View chart
Rayonier (RYN)	0.1	$66k	3.2k	20.62	View chart
Air Products & Chemicals (APD)	0.1	$65k	223.00	290.49	View chart
Expedia Group Com New (EXPE)	0.1	$63k	271.00	230.89	View chart
Oneok (OKE)	0.1	$62k	689.00	90.39	View chart
Caterpillar (CAT)	0.1	$62k	87.00	708.46	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$61k	560.00	108.99	View chart
Becton, Dickinson and (BDX)	0.1	$61k	386.00	157.23	View chart
Tapestry (TPR)	0.1	$60k	427.00	141.11	View chart
Samsara Com Cl A (IOT)	0.1	$58k	1.8k	31.69	View chart
Best Buy (BBY)	0.1	$58k	900.00	64.20	View chart
American Water Works (AWK)	0.1	$57k	415.00	136.09	View chart
Cloudflare Cl A Com (NET)	0.1	$56k	270.00	206.34	View chart
Cbre Group Cl A (CBRE)	0.1	$55k	402.00	135.46	View chart
Advanced Micro Devices (AMD)	0.1	$54k	267.00	203.43	View chart
Marvell Technology (MRVL)	0.0	$53k	533.00	99.05	View chart
Scotts Miracle-gro Cl A (SMG)	0.0	$53k	868.00	60.81	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$53k	1.7k	30.50	View chart
Verizon Communications (VZ)	0.0	$52k	1.0k	50.20	View chart
Us Bancorp Com New (USB)	0.0	$51k	983.00	52.01	View chart
First Tr Exchng Traded Fd Vi Active Global (AGQI)	0.0	$50k	2.9k	17.03	View chart
Hubspot (HUBS)	0.0	$49k	201.00	244.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$49k	228.00	215.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$48k	73.00	653.21	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.0	$46k	2.1k	21.66	View chart
Newmont Mining Corporation (NEM)	0.0	$46k	425.00	108.25	View chart
Costco Wholesale Corporation (COST)	0.0	$46k	46.00	996.43	View chart
Eni Spa Sponsored Adr (E)	0.0	$45k	799.00	56.61	View chart
Johnson Controls Internation SHS (JCI)	0.0	$45k	341.00	130.95	View chart
Sprott Com New (SII)	0.0	$44k	307.00	142.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$44k	221.00	198.29	View chart
Pulte (PHM)	0.0	$44k	370.00	117.61	View chart
Teradyne (TER)	0.0	$43k	145.00	296.46	View chart
Sherwin-Williams Company (SHW)	0.0	$43k	133.00	320.55	View chart
Procter & Gamble Company (PG)	0.0	$43k	294.00	144.44	View chart
Analog Devices (ADI)	0.0	$42k	133.00	318.14	View chart
Medtronic SHS (MDT)	0.0	$42k	485.00	86.65	View chart
Servicenow (NOW)	0.0	$41k	395.00	104.55	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.0	$41k	1.9k	21.69	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$40k	2.5k	16.46	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$40k	2.4k	16.72	View chart
Symbotic Class A Com (SYM)	0.0	$40k	749.00	53.20	View chart
Intel Corporation (INTC)	0.0	$39k	890.00	44.13	View chart
Cemex Sa Euro Mtn Be 144a Spon Adr New (CX)	0.0	$38k	3.4k	11.44	View chart
Lattice Semiconductor (LSCC)	0.0	$38k	413.00	92.76	View chart
Raytheon Technologies Corp (RTX)	0.0	$38k	197.00	192.90	View chart
Uipath Cl A (PATH)	0.0	$38k	3.4k	11.10	View chart
Pfizer (PFE)	0.0	$38k	1.3k	28.08	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$37k	2.0k	18.66	View chart
Bristol Myers Squibb (BMY)	0.0	$37k	615.00	60.65	View chart
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC)	0.0	$37k	3.3k	11.27	View chart
Hca Holdings (HCA)	0.0	$37k	78.00	473.24	View chart
Snowflake Com Shs (SNOW)	0.0	$37k	243.00	150.82	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$36k	172.00	211.15	View chart
Biogen Idec (BIIB)	0.0	$36k	198.00	183.33	View chart
C3 Ai Cl A (AI)	0.0	$36k	4.3k	8.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$36k	630.00	56.79	View chart
Equinor Asa Sponsored Adr (EQNR)	0.0	$35k	835.00	42.20	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$35k	376.00	93.31	View chart
Anglogold Ashanti Com Shs (AU)	0.0	$35k	359.00	97.36	View chart
Lowe's Companies (LOW)	0.0	$35k	147.00	236.28	View chart
Fox Corp Cl A Com (FOXA)	0.0	$35k	591.00	58.40	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$34k	2.0k	17.11	View chart
Synopsys (SNPS)	0.0	$34k	86.00	396.48	View chart
Gitlab Class A Com (GTLB)	0.0	$34k	1.6k	21.64	View chart
Yum China Holdings (YUMC)	0.0	$34k	692.00	48.78	View chart
Twilio Cl A (TWLO)	0.0	$34k	267.00	125.82	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$33k	536.00	61.35	View chart
Oracle Corporation (ORCL)	0.0	$33k	221.00	147.11	View chart
Thermo Fisher Scientific (TMO)	0.0	$32k	66.00	491.53	View chart
American Electric Power Company (AEP)	0.0	$32k	245.00	131.08	View chart
Enerflex (EFXT)	0.0	$32k	1.5k	20.92	View chart
Blackrock (BLK)	0.0	$32k	33.00	961.70	View chart
Altria (MO)	0.0	$31k	474.00	65.99	View chart
Adobe Systems Incorporated (ADBE)	0.0	$31k	127.00	243.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$31k	223.00	138.32	View chart
Mongodb Cl A (MDB)	0.0	$30k	123.00	244.77	View chart
Builders FirstSource (BLDR)	0.0	$30k	363.00	82.33	View chart
McDonald's Corporation (MCD)	0.0	$30k	96.00	310.79	View chart
Sap Se Spon Adr (SAP)	0.0	$30k	174.00	171.21	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$30k	4.3k	6.87	View chart
Philip Morris International (PM)	0.0	$30k	179.00	165.34	View chart
Northern Trust Corporation (NTRS)	0.0	$29k	210.00	139.57	View chart
Netflix (NFLX)	0.0	$29k	304.00	96.15	View chart
Bank of America Corporation (BAC)	0.0	$29k	590.00	48.75	View chart
Ciena Corp Com New (CIEN)	0.0	$29k	74.00	388.23	View chart
Qualcomm (QCOM)	0.0	$29k	221.00	128.78	View chart
Digital Realty Trust (DLR)	0.0	$28k	156.00	180.21	View chart
General Motors Company (GM)	0.0	$28k	375.00	74.50	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.0	$28k	1.0k	26.63	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.0	$28k	1.3k	21.16	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.0	$28k	1.3k	20.70	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.0	$28k	1.3k	20.59	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$27k	1.3k	20.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$27k	1.4k	19.63	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$27k	215.00	125.46	View chart
Applied Materials (AMAT)	0.0	$27k	78.00	341.79	View chart
Travel Leisure Ord (TNL)	0.0	$26k	376.00	69.19	View chart
Prologis (PLD)	0.0	$26k	195.00	132.18	View chart
Nextera Energy (NEE)	0.0	$26k	275.00	92.88	View chart
Capital Sr Living Corp (SNDA)	0.0	$25k	789.00	32.25	View chart
Booking Holdings (BKNG)	0.0	$25k	6.00	4210.33	View chart
Jacobs Engineering Group (J)	0.0	$25k	198.00	127.28	View chart
Kla Corp Com New (KLAC)	0.0	$25k	17.00	1472.41	View chart
FedEx Corporation (FDX)	0.0	$25k	70.00	356.19	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.0	$25k	1.0k	23.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.0	$24k	1.0k	23.62	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$24k	205.00	118.62	View chart
Airbnb Com Cl A (ABNB)	0.0	$24k	192.00	126.28	View chart
S&p Global (SPGI)	0.0	$24k	57.00	425.33	View chart
Ventas (VTR)	0.0	$24k	293.00	81.78	View chart
Everpure Cl A (PSTG)	0.0	$24k	405.00	59.04	View chart
Microchip Technology (MCHP)	0.0	$24k	369.00	64.61	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.0	$24k	986.00	23.91	View chart
Agilent Technologies Inc C ommon (A)	0.0	$23k	205.00	113.98	View chart
Arista Networks Com Shs (ANET)	0.0	$23k	189.00	122.78	View chart

Past Filings by Intentional Wealth Strategies

SEC 13F filings are viewable for Intentional Wealth Strategies going back to 2026

Intentional Wealth Strategies 2026 Q1 filed May 6, 2026

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