KINTRA WEALTH, LLC

All 13F Filings

Location
Williamsport, PA
Most recent 13F
Q2 2026
Holdings value ($000)
1,912,834
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 8/14/2026 515 1,912,834 13F-HR KINTRA WEALTH, LLC
Q1 2026 5/15/2026 406 1,413,625 13F-HR KINTRA WEALTH, LLC
Q4 2025 2/18/2026 218 716,791 13F-HR KINTRA WEALTH, LLC
Q3 2025 11/14/2025 130 177,389 13F-HR Evergreen Wealth Solutions, LLC
Q2 2025 8/14/2025 117 166,098 13F-HR Evergreen Wealth Solutions, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 721 (0.0% of total reported value) · QoQ Δ: +721
Type Value ($000) Share % Inflow Outflow Net
Stocks 619.6 K 32.4% 90.56 K 0 90.56 K
ETFs 1.231 M 64.4% 404.3 K 0 404.3 K
Debt 60.72 K 3.2% 3.617 K 0 3.617 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
1,912,834
Holdings
515
QoQ value change ($000)
499,209 (35.3%)
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.