13F Filings History of GENTRY PRIVATE WEALTH, LLC

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$158,704,824
Signature - Title
Michelle McCarthy - Compliance Consultant
Location
Wichita, KS
Summary
This page shows a list of all the recent 13F filings made by GENTRY PRIVATE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GENTRY PRIVATE WEALTH, LLC reported 96 stock holdings with total value $158,704,824 as of Q4 2025. Top holdings included VOO, VUG, SPIB, XNTK, and GMUB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 96 $158,704,824 +$21,330,188 -$8,758,014 +$12,572,174 VOO, VUG, SPIB, XNTK, GMUB 13F-HR 28 Jan 2026, 09:36
Q3 2025 90 $143,572,729 +$15,946,279 -$11,999,413 +$3,946,866 VOO, VUG, SPIB, XNTK, IEFA 13F-HR 12 Nov 2025, 09:07
Q2 2025 85 $130,830,252 +$7,610,543 -$7,810,915 -$200,372 VOO, VUG, SPIB, FTSM, IEFA 13F-HR 23 Jul 2025, 10:52
Q1 2025 86 $121,568,608 +$101,103,652 -$3,106,513 +$97,997,139 VOO, VUG, SPIB, FTSM, IEFA 13F-HR 13 May 2025, 13:53
Q4 2024 33 $24,048,288 +$3,563,844 -$103,386,613 -$99,822,769 FTSM, AFLG, VOO, QQQ, OBIL 13F-HR 06 Feb 2025, 09:46
Q3 2024 83 $122,341,279 +$13,091,315 -$10,090,682 +$3,000,633 VOO, VUG, JQUA, BOXX, SPIB 13F-HR 12 Nov 2024, 15:23
Q2 2024 76 $113,720,927 $0 $0 $0 VOO, VUG, JQUA, VTI, SPIB 13F-HR 05 Aug 2024, 16:08