GenTrust, LLC - Portfolio overview

GenTrust, LLC has 313 reported holdings in this dataset, with the latest filing dated 2026-04-27.

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. VOO - VANGUARD INDEX FDS, 20.91%
2. BND - VANGUARD BD INDEX FDS, 5.45%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.91%

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

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