account_balance
Investment manager · 13F filer · SEC CIK 2022634
Gentry Private Wealth, LLC
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Reported value$196Mas of Sep 30, 2026
Positions99 5 new, 14 sold out
Top 10 weight68.8%VOO alone is 41%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
40.7%Added +2%
VUGVanguard Index FDS
4.6%Trimmed −13%
XNTKSPDR Series Trust
4.5%
SPRXListed FDS Tr
4.1%Added +76%
SPIBSPDR Series Trust
3.6%Trimmed −5%
IEFAiShares Tr
3.4%Added +12%
GMUBGoldman Sachs ETF Tr
2.8%+2%
IEMGiShares Inc
2.3%+10%
NEAR1.2%
VTI1.1%
VOOVanguard Index FDS
40.7%Added +2%
VUGVanguard Index FDS
4.6%
XNTKSPDR Series Trust
4.5%
SPRXListed FDS Tr
4.1%
SPIBSPDR Series Trust
3.6%
IEFA3.4%
GMUB
IEMG2.3%
AAAUVTI
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 40.7% Added +2%
VUG Vanguard Index FDS 4.6% Trimmed −13%
XNTK SPDR Series Trust 4.5% Held
SPRX Listed FDS Tr 4.1% Added +76%
SPIB SPDR Series Trust 3.6% Trimmed −5%
IEFA iShares Tr 3.4% Added +12%
GMUB Goldman Sachs ETF Tr 2.8% Added +2%
IEMG iShares Inc 2.3% Added +10%
AAAU Goldman Sachs Physical Gold ETF 1.5% Trimmed −3%AAPL Apple Inc. 1.3% Trimmed −7%NEAR iShares U S ETF Tr 1.2% Held
VTI Vanguard Index FDS 1.1% Trimmed −3%
What changed
Biggest moves since Jun 30, 2026
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