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Aryn Sands

Intentional Wealth Strategies, Llc

Assets Managed
$107.38M
Holdings
942
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Intentional Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 942 positions.

Assets under management

The assets under management (AUM) of Intentional Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 107.38M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
New Position
14.98%
$16.077M
26,905 shares@ $597.56 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
New Position
7.25%
$7.782M
32,748 shares@ $237.63 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
New Position
6.96%
$7.469M
128,378 shares@ $58.18 avg price
BKDV
Bny Mellon Dynamic Value
Recent Activity
New Position
6.35%
$6.818M
229,887 shares@ $29.66 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
New Position
4.9%
$5.256M
65,223 shares@ $80.58 avg price
THRO
Ishares U.s. Thematic Rotati
Recent Activity
New Position
3.15%
$3.376M
93,197 shares@ $36.22 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
New Position
2.65%
$2.841M
14,811 shares@ $191.82 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
New Position
2.61%
$2.801M
84,998 shares@ $32.95 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
New Position
2.45%
$2.622M
4,542 shares@ $577.19 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
New Position
2.14%
$2.295M
11,151 shares@ $205.81 avg price

1-10 of 942