account_balance

Investment manager · 13F filer · SEC CIK 1904432

Kintra Wealth, LLC

Reported value$1.91Bas of Jun 30, 2026
Positions514 119 new, 11 sold out
Top 10 weight32.4%TRIO alone is 6%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 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
TRIO Ea Series Trust 6.4% Held
IUSG iShares Tr 3.7% Added +29%
IUSV iShares Tr 3.6% Added +34%
JCPB J P Morgan Exchange Traded F 3.4% Added +109%
IVV iShares Tr 3.0% Added +41%
IEFA iShares Tr 2.8% Added +15%
VOO Vanguard Index FDS 2.5% Added +101%
FTCB First Tr Exchange-Traded Fd 2.4% Added +124%
TCAF T Rowe Price Exchange-Traded 2.4% Held
NVDA NVIDIA Corp 2.2% Added +16%
IJR iShares Tr 2.2% Added +15%
AAPL Apple Inc. 2.1% Added +30%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
  • JIRE $10M
  • AVEM $6.84M
  • FSIG $6.49M
  • BUFR $6.34M
arrow_upwardAdded
  • ACWX +2016%
  • JGRO +1060%
  • FBND +1016%
  • CGMU +189%
arrow_downwardTrimmed
  • WCMI −74%
  • MFSG −46%
  • CIEN −45%
  • JSMD −40%
remove_circleSold out
  • IIGD $5.66M
  • SPMB $1.51M
  • IGLB $1.01M
  • SHLD $343K

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.

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