Gentry Private Wealth, LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $131 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.2B, Vanguard Growth ETF with a value of $11.5B, Spdr Portfolio Intermediate Te with a value of $6.52B, First Tr Enhanced Traded Fd Iv with a value of $3.48B, and Ishares Tr with a value of $2.8B.

Examining the 13F form we can see an increase of $9.26B in the current position value, from $122B to 131B.

Gentry Private Wealth, LLC is based out at Wichita, KS

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

Portfolio value $131 Billion
ETFs: $100 Billion
Financial Services: $4.92 Billion
Technology: $3.67 Billion
Consumer Cyclical: $3.03 Billion
Consumer Defensive: $3.01 Billion
Energy: $2.32 Billion
Communication Services: $1.57 Billion
Healthcare: $1.33 Billion
Other: $2.58 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $131 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Gentry Private Wealth, LLC Portfolio

Follow Gentry Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gentry Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gentry Private Wealth, LLC with notifications on news.