13F Filings History of Entruity Wealth, LLC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$140,303,497
Signature - Title
Bradley Calvin Barnes - CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER
Location
Bakersfield, CA
Summary
This page shows a list of all the recent 13F filings made by Entruity Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Entruity Wealth, LLC reported 45 stock holdings with total value $140,303,497 as of Q4 2025. Top holdings included CGDV, CGUS, CGCP, PSLV, and CGMS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 45 $140,303,497 +$16,282,026 -$10,399,741 +$5,882,285 CGDV, CGUS, CGCP, PSLV, CGMS 13F-HR 03 Feb 2026, 13:44
Q3 2025 42 $128,829,264 +$4,537,423 -$732,921 +$3,804,502 CGDV, CGUS, PSLV, LMBS, CGDG 13F-HR 06 Nov 2025, 18:02
Q2 2025 41 $117,647,464 +$6,288,918 -$469,263 +$5,819,655 CGDV, CGUS, LMBS, CGSD, CGDG 13F-HR 12 Aug 2025, 14:56
Q1 2025 42 $106,090,128 +$6,502,750 -$2,430,319 +$4,072,431 CGDV, CGUS, LMBS, CGSD, UCON 13F-HR 08 May 2025, 11:49
Q4 2024 42 $100,810,640 $0 $0 $0 CGDV, CGUS, LMBS, CGSD, CGGO 13F-HR 13 Feb 2025, 13:54