Intrua Financial, LLC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 968,789
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 459 | 968,789 | 13F-HR | Intrua Financial, LLC |
| Q4 2025 | 2/5/2026 | 460 | 947,957 | 13F-HR | Intrua Financial, LLC |
| Q3 2025 | 10/29/2025 | 448 | 920,732 | 13F-HR | Intrua Financial, LLC |
| Q2 2025 | 8/8/2025 | 372 | 745,514 | 13F-HR | Intrua Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
32.77 K
(3.4% of total reported value)
· QoQ Δ:
-3.761 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 341.1 K | 36.4% | 0 | 437.3 K | -437.3 K |
| ETFs | 555.3 K | 59.3% | 461.4 K | 0 | 461.4 K |
| Debt | 39.56 K | 4.2% | 454 | 0 | 454 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
968,789
Holdings
459
QoQ value change ($000)
20,832
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.