KINTRA WEALTH, LLC
All 13F Filings
- Location
- Williamsport, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,413,625
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 529 K | 37.4% | 13.52 K | 0 | 13.52 K |
| ETFs | 827 K | 58.5% | 649.7 K | 0 | 649.7 K |
| Debt | 57.1 K | 4.0% | 33.1 K | 0 | 33.1 K |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
1,413,625
Holdings
406
QoQ value change ($000)
696,834
(97.2%)
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.