account_balance

Investment manager · 13F filer · SEC CIK 1812792

Intrua Financial, LLC

Reported value$1.04Bas of Sep 30, 2026
Positions472 15 new, 34 sold out
Top 10 weight37.5%SPYM alone is 8%
FiledOct 2828 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 8.4% Held
XLK Select Sector SPDR Tr 4.3% Trimmed −11%
DGRW Wisdomtree Tr 4.3% Trimmed −8%
GLD SPDR Gold Trust 3.7% Held
JBND J P Morgan Exchange Traded F 3.5% Trimmed −3%
QGRO American Centy ETF Tr 3.3% Trimmed −8%
CGCB Capital GRP Fixed Incm ETF T 3.0% Trimmed −4%
PYLD Pimco ETF Tr 2.7% Trimmed −3%
AAPL Apple Inc. 2.2% Held
XLV Select Sector SPDR Tr 2.0% Added +74%
NVDA NVIDIA Corp 1.6% Held
XLY Select Sector SPDR Tr 1.6% Added +82%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 28, 2026, compared with the Jul 24, 2026 filing
add_circleNew
arrow_upwardAdded
  • UUP +718%
  • XLP +116%
  • XLY +82%
  • XLV +74%
arrow_downwardTrimmed
  • XLU −39%
  • XLF −33%
  • IJR −24%
  • XLI −20%
remove_circleSold out
  • TIPX $1.78M
  • XLB $1.59M
  • AAL $1.27M
  • TLT $849K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist