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Intergy Private Wealth, LLC
Intergy Private Wealth, LLC is a registered investment adviser headquartered in Colorado Springs, CO. Founded in 2021, the firm specializes in bespoke wealth management and investment planning for individual clients, notably high net worth individuals. As of March 2025, it employs approximately 7 professionals and manages assets totaling nearly $391 million for 1,956 accounts. Intergy focuses on personalized service to help clients manage, grow, and protect their wealth.
Investment Strategy
Intergy Private Wealth provides tailored investment management and financial planning for individual clients, with an emphasis on high net worth clientele. Its portfolio consists largely of diversified ETFs and equities spread across sectors, aiming for balanced growth and risk-adjusted returns. The firm adjusts portfolio allocations dynamically, adding to positions showing favorable outlook and starting new ones in sectors or companies with perceived long-term potential. Their approach is both strategic and discretionary, reflecting ongoing research and market opportunities.
Latest 13F Filing Activity
Intergy Private Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 109 equity positions with a total 13F market value of $320M. The fund increased holdings in Invesco QQQ TR, Schwab Strategic TR, Vanguard Index FDS among other positions. Intergy Private Wealth, LLC reduced exposure to Insperity Inc., Sap SE, Philip Morris Intl Inc. among others.
Top Holdings
Equity Positions (109)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 21.76% | $69.6M | 115,859 | $375.53 | $600.37 | +$5.3M |
S SCHD | SCHWAB STRATEGIC TR | 8.73% | $27.9M | 1,022,613 | $25.96 | $27.30 | +$1.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.04% | $22.5M | 375,803 | $47.44 | $59.92 | +$1.2M |
S SCHF | SCHWAB STRATEGIC TR | 4.67% | $14.9M | 640,920 | $18.70 | $23.28 | +$1.4M |
V VV | VANGUARD INDEX FDS | 4.38% | $14.0M | 45,453 | $213.47 | $307.86 | +$1.4M |
Industry Allocation
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