GENTRY PRIVATE WEALTH, LLC - Portfolio Stock Holdings
GENTRY PRIVATE WEALTH, LLC disclosed 108 stock positions in a recent SEC 13F filing. $194,051,867 of stock holdings were filed, with the largest holdings including VOO, VUG, and XNTK. This filing represented positions held on June 30, 2026, and was filed on Aug. 5, 2026.We estimate the fund has a total AUM of $307,748,295 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
108Est. Stock Holding Value:
$194,051,867Top Stock Holdings By Sector
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Portfolio Stock Holdings - GENTRY PRIVATE WEALTH, LLC
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