ENTRUST FINANCIAL LLC - Portfolio overview

ENTRUST FINANCIAL LLC has 433 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 19.01%
2. VOOG - VANGUARD ADMIRAL FDS INC, 15.71%
3. DUHP - DIMENSIONAL ETF TRUST, 15.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.