Kintra Wealth, LLC holds a diversified book of 406 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core S&P U.S. Value and trimmed MFS Active Growth. Their largest long position is MC Trio Equity Buffered ETF at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kintra Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 79 / 80 | $100.6B |
| MORGAN STANLEY | 77 / 80 | $522.2B |
| ROYAL BANK OF CANADA | 77 / 80 | $145.6B |
| UBS Group AG | 77 / 80 | $134.6B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $109.8B |
| Cetera Investment Advisers | 77 / 80 | $28.1B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $19.6B |
| Steward Partners Investment Advisory, LLC | 77 / 80 | $6.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Kintra Wealth, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ea Series Trust MC TRIO EQUITY B | $110.1M | 1.82M | 7.8% | ▲+1.9% Added · +33K sh | |
| 2 | MFS Active Exchange Traded F GROWTH ETF | $48.6M | 1.90M | 3.4% | ▼−1.3% Reduced · −25K sh | |
| 3 | Ishares TR CORE S&P US VLU | $45.3M | 442.9K | 3.2% | ▲New New position | |
| 4 | Ishares TR CORE S&P US GWT | $43.8M | 282.7K | 3.1% | ▲New New position | |
| 5 | Ishares TR CORE MSCI EAFE | $41.7M | 460.3K | 2.9% | ▲New New position | |
| 6 | T Rowe Price ETF Inc CAP APPRECIATION | $38.0M | 1.07M | 2.7% | ▲+3.6% Added · +37K sh | |
| 7 | Goldman Sachs ETF TR ACTIVEBETA US LG | $35.6M | 284.4K | 2.5% | ▼−16% Reduced · −56K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $34.2M | 52.4K | 2.4% | ▲+565% Added · +44K sh | |
| 9 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $31.2M | 663.2K | 2.2% | ▲+5.9% Added · +37K sh | |
| 10 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $30.5M | 1.16M | 2.2% | ▲+101% Added · +584K sh | |
| 11 | Ishares TR CORE S&P SCP ETF | $30.0M | 241.0K | 2.1% | ▲New New position | |
| 12 | Nvidia Corporation COM | $28.3M | 162.4K | 2.0% | ▲+181% Added · +105K sh | |
| 13 | J P Morgan Exchange Traded F INCOME ETF | $26.6M | 577.2K | 1.9% | ▲+60% Added · +217K sh | |
| 14 | First TR Exchange-Traded FD WCM INTL EQUITY | $26.0M | 1.55M | 1.8% | ▲+1.0% Added · +16K sh | |
| 15 | Apple Inc COM | $26.0M | 102.3K | 1.8% | ▲+230% Added · +71K sh | |
| 16 | Vanguard Specialized Funds DIV APP ETF | $24.7M | 114.9K | 1.7% | ▲+15% Added · +15K sh | |
| 17 | Invesco QQQ TR UNIT SER 1 | $24.1M | 41.8K | 1.7% | ▲30× Added · +40K sh | |
| 18 | Goldman Sachs ETF TR S&P 500 PREMIUM | $21.6M | 431.6K | 1.5% | ▲+5.6% Added · +23K sh | |
| 19 | First TR Exchange-Traded FD CORE INVESTMENT | $20.8M | 991.8K | 1.5% | ▲+6.5% Added · +60K sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $20.1M | 33.6K | 1.4% | ▲New New position | |
| 21 | Victory Portfolios II SHORT TRM BD ETF | $19.8M | 392.1K | 1.4% | ▲+81% Added · +176K sh | |
| 22 | Amazon Com Inc COM | $19.5M | 93.6K | 1.4% | ▲+376% Added · +74K sh | |
| 23 | Ishares TR CORE S&P MCP ETF | $17.9M | 264.7K | 1.3% | ▲New New position | |
| 24 | J P Morgan Exchange Traded F INTL BD OPP ETF | $17.3M | 362.8K | 1.2% | ▲+2.0% Added · +7K sh | |
| 25 | Ciena Corp COM NEW | $17.3M | 44.5K | 1.2% | ▼−0.5% Reduced · −242 sh | |
| 26 | Microsoft Corp COM | $17.2M | 46.4K | 1.2% | ▲+245% Added · +33K sh | |
| 27 | Janus Detroit STR TR HENDRSON AAA CL | $17.1M | 340.3K | 1.2% | ▲+3.7% Added · +12K sh | |
| 28 | State STR SPDR S&P 500 ETF T TR UNIT | $16.2M | 24.9K | 1.1% | ▲+334% Added · +19K sh | |
| 29 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $13.1M | 236.0K | 0.9% | ▲+9.5% Added · +20K sh | |
| 30 | Goldman Sachs ETF TR ACTIVEBETA US | $11.2M | 150.4K | 0.8% | ▲+3.6% Added · +5K sh | |
| 31 | Vanguard Index FDS VALUE ETF | $11.2M | 57.0K | 0.8% | ▲New New position | |
| 32 | Vanguard Index FDS GROWTH ETF | $9.1M | 20.9K | 0.6% | ▲34× Added · +20K sh | |
| 33 | Alphabet Inc CAP STK CL A | $8.9M | 30.9K | 0.6% | ▲+73% Added · +13K sh | |
| 34 | Capital Group Dividend Value SHS CREATION UNI | $8.6M | 201.6K | 0.6% | ▲+30% Added · +47K sh | |
| 35 | Vanguard BD Index FDS SHORT TRM BOND | $8.4M | 107.3K | 0.6% | ▲+590% Added · +92K sh | |
| 36 | Alphabet Inc CAP STK CL C | $8.0M | 27.7K | 0.6% | ▲13× Added · +26K sh | |
| 37 | Ishares TR CORE US AGGBD ET | $7.7M | 77.9K | 0.5% | ▲+677% Added · +68K sh | |
| 38 | Abrdn Etfs BBRG ALL COMD K1 | $7.7M | 316.5K | 0.5% | ▲+14% Added · +39K sh | |
| 39 | Johnson & Johnson COM | $7.5M | 30.5K | 0.5% | ▲+609% Added · +26K sh | |
| 40 | State STR SPDR Dow Jones Ind UT SER 1 | $7.4M | 15.9K | 0.5% | ▲New New position | |
| 41 | Vanguard Charlotte FDS TOTAL INT BD ETF | $6.9M | 143.8K | 0.5% | ▲New New position | |
| 42 | Vanguard Index FDS EXTEND MKT ETF | $6.7M | 32.5K | 0.5% | ▲New New position | |
| 43 | Capital Group Global Equity SHS | $6.7M | 218.5K | 0.5% | ▲+69% Added · +89K sh | |
| 44 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $6.4M | 99.9K | 0.5% | ▲+593% Added · +85K sh | |
| 45 | Fidelity Merrimack STR TR INVESTMENT GR SE | $6.4M | 145.4K | 0.5% | ▲+0.4% Added · +602 sh | |
| 46 | Vanguard Intl Equity Index F TT WRLD ST ETF | $6.2M | 45.0K | 0.4% | ▲New New position | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $6.2M | 13.0K | 0.4% | ▲+151% Added · +8K sh | |
| 48 | JPMorgan Chase & Co COM | $5.7M | 19.3K | 0.4% | ▲+108% Added · +10K sh | |
| 49 | Invesco Exch TRD SLF Idx FD INVT GRD DEFSV | $5.7M | 230.3K | 0.4% | ▼−1.1% Reduced · −3K sh | |
| 50 | Broadcom Inc COM | $5.5M | 17.8K | 0.4% | ▲+340% Added · +14K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1904432/holdings"
Use Arkolith to show KINTRA WEALTH, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.