KINTRA WEALTH, LLC

CIK 0001904432 · Q1 2026

13F Equity AUM

$1.4B

+97.2% QoQ

Positions

406

+188 QoQ

AUM Rank

#2,244

Top 18%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,271 · Top 40%

vs S&P -4.5%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 20.5%Top 10: 32.5%Top 20: 50.0%

TRIO7.8%

MFSG3.4%

IUSV3.2%

IUSG3.1%

IEFA3.0%

TCAF2.7%

GSLC2.5%

IVV2.4%

JCPB2.2%

CGCB2.2%

Others (396)67.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Position Sizing

Positions: 406Median: 0.05%Avg: 0.25%

0–0.5%

366(32.2%)

0.5–1%

12(7.7%)

1–3%

24(42.6%)

3–5%

3(9.8%)

5%+

1(7.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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