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Symbotic shares owned by Intentional Wealth Strategies

Quarter-by-quarter ownership of Symbotic (SYM) shares owned by Intentional Wealth Strategies from 13F filings

Historical chart of Intentional Wealth Strategies investment in Symbotic

Tip: Access up to 7 years of quarterly data

All positions including Symbotic held by Intentional Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Symbotic by Intentional Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $40k 749 53.20

More positions owned by Intentional Wealth Strategies

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares A I Inno (BAI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core Msci Total (IXUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
New York Life Investments Et Nyli Ftse Intern (HFXI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Intentional Wealth Strategies

Top funds holding Symbotic

Softbank Group Corp
Walmart
Baillie Gifford & Co
Vanguard Group
SVF Sponsor III
Vanguard Portfolio Management
Vanguard Capital Management
Morgan Stanley
Susquehanna International
FMR
BlackRock
Goldman Sachs Group
Citadel Advisors
Mirae Asset Global Etfs Holdings
Bank of America Corporation

View all funds holding Symbotic