Intrua Financial, LLC

Est. AUM

$968.8M

13F long equity, this entity only

Positions

459

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$74.2M	969562	7.66%	SOLE
2	WISDOMTREE TR	US QTLY DIV GRT	$43.7M	497887	4.51%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$40.9M	808670	4.22%	SOLE
4	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$39.2M	729351	4.05%	SOLE
5	AMERICAN CENTY ETF TR	US QUALITY GROW	$33.0M	313720	3.40%	SOLE
6	STATE STR SPDR S&P 500 ETF TCALL	TR UNIT	$31.5M	48400	3.25%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET TEC	$31.5M	236731	3.25%	SOLE
8	PIMCO ETF TR	MULTISECTOR BD	$29.3M	1118489	3.02%	SOLE
9	SPDR GOLD TR	GOLD SHS	$27.7M	64461	2.86%	SOLE
10	APPLE INC	COM	$17.5M	69034	1.81%	SOLE
11	ISHARES TR	MSCI INTL QUALTY	$14.0M	302785	1.44%	SOLE
12	NVIDIA CORPORATION	COM	$13.4M	76775	1.38%	SOLE
13	WISDOMTREE TR	FLOATNG RAT TREA	$13.3M	265065	1.38%	SOLE
14	INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$11.9M	634584	1.23%	SOLE
15	SELECT SECTOR SPDR TR	STATE STREET IND	$11.6M	71705	1.20%	SOLE
16	EXXON MOBIL CORP	COM	$11.3M	66887	1.17%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.6M	13181	0.88%	SOLE
18	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2027	$7.8M	350571	0.81%	SOLE
19	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.7M	252289	0.80%	SOLE
20	CAPITAL GROUP GLOBAL EQUITY	SHS	$7.5M	244922	0.77%	SOLE
21	ISHARES TR	CORE S&P500 ETF	$7.4M	11401	0.77%	SOLE
22	MICROSOFT CORP	COM	$7.3M	19805	0.76%	SOLE
23	PGIM ETF TR	ACTIVE AGGREGATE	$7.3M	172282	0.75%	SOLE
24	PACER FDS TR	US CASH COWS 100	$6.8M	108262	0.70%	SOLE
25	INVESCO DB US DLR INDEX TR	BULLISH FD	$6.8M	243172	0.70%	SOLE
26	BROADCOM INC	COM	$6.8M	21812	0.70%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$6.6M	20620	0.68%	SOLE
28	AMAZON COM INC	COM	$6.0M	28912	0.62%	SOLE
29	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.0M	105548	0.62%	SOLE
30	RBB FD INC	F/M US TREASURY	$5.9M	118624	0.61%	SOLE
31	ISHARES TR	1 3 YR TREAS BD	$5.8M	69725	0.59%	SOLE
32	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$5.7M	49521	0.59%	SOLE
33	CHEVRON CORPORATION	COM	$5.6M	27303	0.58%	SOLE
34	SELECT SECTOR SPDR TR	STATE STREET HEA	$5.2M	35399	0.54%	SOLE
35	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.1M	112665	0.53%	SOLE
36	ISHARES TR	RUS 1000 GRW ETF	$5.1M	11951	0.53%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET FIN	$4.9M	99839	0.51%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.6M	7683	0.47%	SOLE
39	AMPLIFY ETF TR	CEF HIGH INCOME	$4.6M	415255	0.47%	SOLE
40	ABBVIE INC	COM	$4.5M	20699	0.46%	SOLE
41	ISHARES TR	RUS 1000 ETF	$4.2M	11901	0.44%	SOLE
42	VICTORY PORTFOLIOS II	VCSHS US 500 ENH	$4.1M	55875	0.43%	SOLE
43	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$4.0M	173100	0.41%	SOLE
44	FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$3.9M	135591	0.40%	SOLE
45	ISHARES TR	CORE MSCI EAFE	$3.8M	41600	0.39%	SOLE
46	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.8M	47492	0.39%	SOLE
47	INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$3.7M	103774	0.38%	SOLE
48	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$3.6M	71665	0.37%	SOLE
49	ISHARES TR	MBS ETF	$3.5M	37199	0.36%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET MAT	$3.5M	69059	0.36%	SOLE

1–50 of 459

1 / 10

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.