1y return+18.1%S&P 500 +20.9%
3y return+50.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $138 against $157 in the S&P 500.2
Kintra Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TRIOEa Series Trust | $121.9M | 6.4% | |
| IUSGIshares Tr | $71.2M | 3.7% | +29.2% |
| IUSVIshares Tr | $68.3M | 3.6% | +33.6% |
| JCPBJ P Morgan Exchange Traded F | $64.1M | 3.4% | +108.8% |
| IVVIshares Tr | $57.5M | 3.0% | +40.5% |
| IEFAIshares Tr | $53.4M | 2.8% | +14.6% |
| VOOVanguard Index Fds | $48.4M | 2.5% | +101.1% |
| FTCBFirst Tr Exchange-traded Fd | $45.9M | 2.4% | +124.3% |
| TCAFT Rowe Price Exchange-traded | $45.8M | 2.4% | |
| NVDANvidia Corporation | $42.4M | 2.2% | +16.0% |
| IJRIshares Tr | $41.7M | 2.2% | +15.4% |
| AAPLApple Inc | $40.7M | 2.1% | +30.4% |
| JPIEJ P Morgan Exchange Traded F | $39.0M | 2.0% | +47.1% |
| GSLCGoldman Sachs Etf Tr | $36.2M | 1.9% | −14.5% |
| CGCBCapital Grp Fixed Incm Etf T | $33.7M | 1.8% | +11.6% |
| QQQInvesco Qqq Tr | $33.0M | 1.7% | +8.0% |
| JGROJ P Morgan Exchange Traded F | $31.8M | 1.7% | +1059.7% |
| MFSGMfs Active Exchange Traded F | $31.8M | 1.7% | −45.8% |
| VIGVanguard Specialized Funds | $30.8M | 1.6% | +8.6% |
| GPIXGoldman Sachs Etf Tr | $27.8M | 1.5% | +13.5% |
| AMZNAmazon Com Inc | $27.7M | 1.5% | +11.7% |
| MSFTMicrosoft Corp | $25.3M | 1.3% | +9.8% |
| IJHIshares Tr | $22.8M | 1.2% | +9.9% |
| USTBVictory Portfolios II | $21.4M | 1.1% | +8.2% |
| FBNDFidelity Merrimack Str Tr | $20.2M | 1.1% | +1016.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CIENCiena Corp | June 30, 2024 | +918.2% | $10.8M |
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $42.4M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $12.6M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $9.5M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $10.9M |
| AAPLApple Inc | December 31, 2021 | +63.0% | $40.7M |
| QQQInvesco Qqq Tr | March 31, 2025 | +57.0% | $33.0M |
| IVVIshares Tr | December 31, 2023 | +56.8% | $57.5M |
| GSLCGoldman Sachs Etf Tr | December 31, 2021 | +49.1% | $36.2M |
| JNJJohnson & Johnson | December 31, 2021 | +48.5% | $8.6M |
Sold off last quarter
- IIGDInvesco Exch Trd Slf Idx Fd was $5.7M
- SPMBSpdr Series Trust was $1.5M
- IGLBIshares Tr was $1.0M
- Honeywell Intl IncCUSIP 438516106 was $689K
- SHLDGlobal X Fds was $343K
- BBBSBondbloxx Etf Trust was $292K
- VPLVanguard Intl Equity Index F was $290K
- KTOSKratos Defense & Sec Solutio was $236K
- KRKroger Co was $233K
- DVNDevon Energy Corp New was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +1.5% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +9.0% | +11.2% |
| September 30, 2023 | −3.2% | −3.6% |
| June 30, 2023 | +6.9% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +6.5% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kintra Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1904432&type=13F-HR&dateb=&owner=include&count=40CIK 1904432
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1904432/000190443226000004/Filed August 14, 2026 · accession 0001904432-26-000004