Entruity Wealth, LLC - Portfolio overview

Entruity Wealth, LLC has 47 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. CGDV - CAPITAL GROUP DIVIDEND VALUE, 12.35%
2. CGUS - CAPITAL GROUP CORE EQUITY ET, 9.01%
3. CGMS - CAPITAL GRP FIXED INCM ETF T, 7.29%

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

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