Intergy Private Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 141 distinct positions held by the firm, which is headquartered in Colorado Springs, Colorado.
The report indicates that the firm is managed by Chief Compliance Officer Mark Perrault. The filing covers a portfolio that includes a mix of individual equities and exchange-traded funds (ETFs). Notable individual stock holdings include Apple Inc., with 17,355 shares; Microsoft Corporation, with 3,394 shares; and NVIDIA Corporation, with 13,005 shares.
The portfolio also features significant exposure to large-cap exchange-traded funds. The firm holds shares in the Invesco QQQ Trust, which comprises 117,370 units. Additionally, the firm holds shares in the iShares Core MSCI Emerging Markets ETF, totaling 61,862 units.
The filing provides a detailed list of all holdings, including the number of shares held for each security. The report was signed by Mark Perrault on October 16, 2026.
