account_balance
Investment manager · 13F filer · SEC CIK 2109860
Entrust Financial LLC
Reported value$205Mas of Sep 30, 2026
Positions515 93 new, 23 sold out
Top 10 weight58.9%VTI alone is 11%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
11.4%Added +8%
VOOGVanguard Admiral FDS Inc
8.7%Trimmed −4%
DFACDimensional ETF Trust
8.4%Trimmed −3%
DUHPDfa Invt Dimensions Group In
6.9%Trimmed −14%
CGMUCapital GRP Fixed Incm ETF T
6.1%Added +7857%
VEAVanguard Tax-Managed FDS
4.2%Added +10%
DFAXDimensional ETF Trust
3.7%
DFAIDimensional ETF Trust
3.6%Trimmed −13%
PZAInvesco Exch Traded Fd Tr II
3.0%+57%
JBNDJ P Morgan Exchange Traded F
2.9%+465616%
IUSBiShares Tr
2.7%New
VGITVanguard Scottsdale FDS
2.7%New
VTIVanguard Index FDS
11.4%Added +8%
VOOGVanguard Admiral FDS Inc
8.7%Trimmed −4%
DFACDimensional ETF Trust
8.4%−3%
DUHPDfa Invt Dimensions Group In
6.9%−14%
CGMUCapital GRP Fixed Incm ETF T
6.1%+7857%
VEAVanguard Tax-Managed FDS
4.2%
DFAXDimensional ETF Trust
3.7%
DFAIDimensional ETF Trust
3.6%
PZA3.0%
JBND
IUSB
VGIT
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
VTI Vanguard Index FDS 11.4% Added +8%
VOOG Vanguard Admiral FDS Inc 8.7% Trimmed −4%
DFAC Dimensional ETF Trust 8.4% Trimmed −3%
DUHP Dfa Invt Dimensions Group In 6.9% Trimmed −14%
CGMU Capital GRP Fixed Incm ETF T 6.1% Added +7857%
VEA Vanguard Tax-Managed FDS 4.2% Added +10%
DFAX Dimensional ETF Trust 3.7% Held
DFAI Dimensional ETF Trust 3.6% Trimmed −13%
PZA Invesco Exch Traded Fd Tr II 3.0% Added +57%
JBND J P Morgan Exchange Traded F 2.9% Added +465616%
IUSB iShares Tr 2.7% New
VGIT Vanguard Scottsdale FDS 2.7% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.