FBInvestor
Funds / Kintra Wealth, LLC
Institutional Fund

Kintra Wealth, LLC

Williamsport, PACIK 19044325 filings on record

Portfolio Value
$1.41B
Q1 2026
Holdings
406
Reported positions
New Buys
200
Opened this quarter
QoQ Change
+97.2%
from $716.79M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Ea Series Trust7.8%
  • Mfs Active Exchange Traded F3.4%
  • Ishares Tr3.2%
  • Ishares Tr3.1%
  • Ishares Tr2.9%
  • T Rowe Price ETF Inc2.7%
  • Other76.8%

Portfolio Holdings

406 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Ea Series Trust1.82M$110.07M7.8%+33.3KAdded
2Mfs Active Exchange Traded F1.90M$48.63M3.4%25.1KReduced
3Ishares Tr442.9K$45.29M3.2%+442.9KNew
4Ishares Tr282.7K$43.85M3.1%+282.7KNew
5Ishares Tr460.3K$41.68M2.9%+460.3KNew
6T Rowe Price ETF Inc1.07M$37.95M2.7%+37.1KAdded
7Goldman Sachs ETF Tr284.4K$35.59M2.5%56.0KReduced
8Ishares Tr52.4K$34.20M2.4%+44.5KAdded
9J P Morgan Exchange Traded F663.2K$31.23M2.2%+37.1KAdded
10Capital Grp Fixed Incm ETF T1.16M$30.54M2.2%+584.2KAdded

396 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio