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JORDAN GREEN

Kintra Wealth, Llc

Assets Managed
$1.414B
Holdings
406
Last Quarter
2026 - Q1
Filed Date
1d ago
Growth Rate
97.22%(2Q avg: 200.65%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kintra Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 406 positions.

Assets under management

The assets under management (AUM) of Kintra Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.414B in assets, with a quarterly growth rate of 97.22% and a 2-quarter average growth rate of 200.65%. The portfolio is managed by JORDAN GREEN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TRIO
Mc Trio Equity Buffered Etf
Recent Activity
Increased 1.87%
7.79%
$110.073M
1.822M shares@ $60.42 avg price
MFSG
Mfs Active Growth
Recent Activity
Decreased -1.3%
3.45%
$48.632M
1.9M shares@ $25.6 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
New Position
3.21%
$45.292M
442,950 shares@ $102.26 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
New Position
3.11%
$43.845M
282,672 shares@ $155.12 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
New Position
2.95%
$41.675M
460,349 shares@ $90.53 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Increased 3.61%
2.69%
$37.951M
1.066M shares@ $35.6 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -16.44%
2.52%
$35.593M
284,450 shares@ $125.14 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 565.29%
2.42%
$34.196M
52,351 shares@ $653.21 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 5.92%
2.21%
$31.225M
663,236 shares@ $47.09 avg price
CGCB
Cap Group Core Bond
Recent Activity
Increased 100.93%
2.17%
$30.54M
1.163M shares@ $26.26 avg price

1-10 of 406