Intrua Financial, LLC has filed its latest 13F-HR, detailing its investment holdings as of September 30, 2026. The report shows that the company manages a total investment value of approximately $1,069,990,072, marking a significant presence in the investment management sector. This filing is crucial as it provides insights into the company's investment strategies and portfolio composition.

The filing reveals that Intrua Financial has made substantial investments in various well-known corporations. Among its top holdings are tech giants like Apple Inc., which comprises a significant portion of their portfolio with over $22 million in shares. The company also holds considerable investments in Amazon, Alphabet, and other leading firms, reflecting a diversified approach to asset management.

Background

Intrua Financial, LLC is a Texas-based investment management firm, categorized under the SEC filings as an investment adviser. The firm focuses on managing assets for clients, providing tailored investment strategies. Recent filings include a 13F-HR submitted on October 28, 2026, and a Schedule 13G/A filed in July 2026, indicating ongoing activity in managing its portfolio.

What the Filing Says

The recent filing, accession number 0001812792-26-000013, outlines that Intrua Financial holds a total of 475 positions across various securities. The report indicates that the firm has exercised sole investment discretion over these holdings, reflecting its active management strategy. The total value of the reported holdings is $1,069,990,072, showcasing the firm's robust investment capacity.

Impact

This filing may affect various stakeholders, including clients looking for reliable investment management services and competitors in the financial sector. The substantial investment value positions Intrua Financial as a significant player in the asset management industry, potentially influencing market trends and competition among investment firms.

What's Next

The filing does not specify what happens next for Intrua Financial, LLC. However, the ongoing monitoring of its portfolio and potential future filings will likely provide further insights into its investment strategies and market positioning.