GENTRY PRIVATE WEALTH, LLC - Portfolio overview

GENTRY PRIVATE WEALTH, LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPIB - SPDR SERIES TRUST, 8.08%
2. GMUB - GOLDMAN SACHS ETF TR, 5.83%
3. VOO - VANGUARD INDEX FDS, 5.01%

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

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