★
Trade Filings
Managers Stocks Filings Superinvestors
Signals Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation
Tools Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API
Learn & AI Learn Ask the Data AI Agents
News ★ Saved
About About us Methodology Contact Disclaimer
Reader
DATA PLANS

Historical data downloads: coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.
Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language
Manager record

Intentional Wealth Strategies, LLC

Colorado Springs, CO · CIK 2119881 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$106.65MReported 13F valueQ2 2026 · as filed
68Holdings listed
-0.7%vs prior quartervalue change includes market moves
2Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q1 2026 to Q2 2026Q1 2026: $107.4M$107.4MQ1 2026942 holdingsQ2 2026: $106.7M$106.7MQ2 202668 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$106.65M · 68 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$107.38M · 942 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology