StockDriftsStockDriftsTop 50 Intrua Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8% | 961.9K | $84.5M | -0.79%(-7.63K) | $56.18(+62.45%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 4.64% | 256.9K | $48.9M | +8.53%(+20.20K) | $99.80(+91.11%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 4.5% | 497.2K | $47.5M | -0.15%(-729) | $79.38(+25.49%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.76% | 742.5K | $39.7M | +1.80%(+13.13K) | $53.00(-0.77%) | 2026-06-30 | |
| QGRO | AMERICAN CENTY ETF TR | 3.54% | 316.8K | $37.4M | +0.99%(+3.12K) | $97.59(+23.12%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 3.51% | 100.7K | $37.1M | +56.16%(+36.20K) | $277.25(+45.78%) | 2026-06-30 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 3.22% | 1.30M | $34.0M | new | $26.20(-1.25%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 2.89% | 1.15M | $30.5M | +2.88%(+32.18K) | $26.24(-0.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.86% | 67.9K | $19.7M | -1.57%(-1.08K) | $119.50(+155.56%) | 2026-06-30 | |
| IQLT | ISHARES TR | 1.47% | 312.9K | $15.5M | +3.34%(+10.11K) | $42.35(+22.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.56% | +54.30% | +7.81% | +45.63% |
| Top 20 Holdings Unweighted | +14.01% | +48.20% | +7.27% | +42.06% |
Intrua Financial, LLC reports $1.09B in US-listed equity holdings across 491 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (8.0%), XLK (4.6%) and DGRW (4.5%). The top 20 holdings account for 47.88% of reported assets. Its disclosed equity book has returned +54.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Intrua Financial, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1812792). View Intrua Financial, LLC’s 13F filings on SEC