KINTRA WEALTH, LLC - Portfolio overview

KINTRA WEALTH, LLC has 420 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. TRIO - EA SERIES TRUST, 7.82%
  2. MFSG - MFS ACTIVE EXCHANGE TRADED F, 3.46%
  3. IUSV - ISHARES TR, 3.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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