Intentional Wealth Strategies, LLC

Source: SEC Form 13F · as of Mar 2026

Intentional Wealth Strategies, LLC holds 56 biotech & pharma companies tracked by BioSniper, totaling $1.6M in value as of Mar 2026 (SEC Form 13F).

Companies held

56

Total value held

$1.6M

CompanySharesValue
JNJJOHNSON & JOHNSON1,662$406K
ABBVAbbVie Inc.1,217$265K
UNHUnitedHealth Group Incorporated Common Stock (DE)642$174K
AMGNAMGEN INC227$80K
IQVIQVIA Holdings Inc.466$79K
GILDGILEAD SCIENCES, INC.523$73K
MRKMerck & Co., Inc.571$69K
PFEPFIZER INC1,349$38K
BMYBRISTOL MYERS SQUIBB CO615$37K
BIIBBIOGEN INC.198$36K
PMPhilip Morris International Inc179$30K
GMOptec International, Inc.375$28K
AZNASTRAZENECA PLC115$23K
NVSNovartis AG145$22K
AUPHAurinia Pharmaceuticals Inc.1,447$21K
INDVIndivior Pharmaceuticals, Inc.623$19K
LLYELI LILLY & Co19$17K
ABTABBOTT LABORATORIES169$17K
FMSFresenius Medical Care AG American Depositary Shares (Each representing 1/2 of an Ordinary Share)617$14K
BHCBausch Health Companies Inc.1,830$10K
NVONovo Nordisk A/S253$9K
PTCTPTC THERAPEUTICS, INC.135$9K
JAZZJazz Pharmaceuticals plc48$9K
VRTXVERTEX PHARMACEUTICALS INC / MA18$8K
PBYIPUMA BIOTECHNOLOGY, INC.1,128$7K
IDXXIDEXX LABORATORIES INC /DE11$6K
ALKSAlkermes plc.156$6K
GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares)96$5K
TEVATeva Pharmaceutical Industries Limited173$5K
CORCencora Inc.13$4K
RPRXRoyalty Pharma plc83$4K
ZTSZoetis Inc.32$4K
PBIPROVENTION BIO, INC.295$3K
EBSEmergent BioSolutions Inc.357$3K
VTRSViatris Inc210$3K
HALOHALOZYME THERAPEUTICS, INC.40$3K
MRNAModerna, Inc.50$3K
TAKTakeda Pharmaceutical Company Limited American Depositary Shares (each representing 1/2 of a share of Common Stock)132$2K
INSMINSMED Inc13$2K
NVAXNOVAVAX INC250$2K
ALNYALNYLAM PHARMACEUTICALS, INC.6$2K
SNYSanofi34$2K
ARGXARGENX SE2$1K
IRWDIRONWOOD PHARMACEUTICALS INC349$1K
GEHCGE HealthCare Technologies Inc.17$1K
NUSNu Skin Enterprises Inc.163$1K
TECHBIO-TECHNE Corp17$888
MCKMcKesson Corporation1$865
COLLCOLLEGIUM PHARMACEUTICAL, INC24$794
ELANElanco Animal Health Inc33$790
REGNREGENERON PHARMACEUTICALS, INC.1$773
NATRNATURES SUNSHINE PRODUCTS INC28$672
RVMDREVOLUTION MEDICINES, INC.6$584
INVAInnoviva, Inc.16$373
GMEDGlobus Medical Inc.3$258
BBIOBridgeBio Pharma, Inc.3$223

13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.

    Intentional Wealth Strategies, LLC — Biotech 13F Holdings & Portfolio | BioSniper