Intrua Financial, LLC

All 13F Filings

Location
Houston, TX
Most recent 13F
Q2 2026
Holdings value ($000)
1,091,015
Description
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Website
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Founded
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Chairman
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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
Q2 2026 7/24/2026 495 1,091,015 13F-HR Intrua Financial, LLC
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): 34.93 K (3.2% of total reported value) · QoQ Δ: +2.151 K
Type Value ($000) Share % Inflow Outflow Net
Stocks 371.2 K 35.1% 30.06 K 0 30.06 K
ETFs 610.9 K 57.8% 55.58 K 0 55.58 K
Debt 74.01 K 7.0% 34.45 K 0 34.45 K
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
1,091,015
Holdings
495
QoQ value change ($000)
122,226 (12.6%)
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.