Entruity Wealth, LLC Portfolio Holdings

Entruity Wealth, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $118 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $15.7B, Capital Group Core Equity ETF with a value of $11.6B, First Tr ETF Fd Iv First Tr Lo with a value of $6.24B, Capital Grp Core Plus Income E with a value of $5.93B, and Capital Group Dividend Growe with a value of $5.92B.

Examining the 13F form we can see an increase of $11.6B in the current position value, from $106B to 118B.

Entruity Wealth, LLC is based out at Bakersfield, CA

Below you can find more details about Entruity Wealth, LLC portfolio as well as his latest detailed transactions.