Long-term investor
Intentional Wealth Strategies, LLC @intentionalwealthstrateg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002119881).
Record
- Tracked since 2026-03-31 (172 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +13.2% · 6 months n/a · 1 year n/a · all +13.2%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 20.9% · long · since 2026-03-31
- 46138G649 · 8.8% · long · since 2026-03-31
- 89157W608 · 6.5% · long · since 2026-03-31
- 09290C103 · 6.4% · long · since 2026-03-31
- 05613H100 · 5.4% · long · since 2026-03-31
- 025072604 · 3.4% · long · since 2026-03-31
- 09290C780 · 3.4% · long · since 2026-03-31
- 46090E103 · 3.1% · long · since 2026-03-31
- 09290C806 · 2.9% · long · since 2026-03-31
- 922908652 · 2.4% · long · since 2026-03-31
- 09290C855 · 2.1% · long · since 2026-06-30
- 09290C665 · 2.1% · long · since 2026-06-30