Long-term investor
Gentry Private Wealth, LLC @gentryprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002022634).
Record
- Tracked since 2025-06-30 (445 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +8.6% · all +8.6%
- Max drawdown n/a · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 39.4% · long · since 2025-12-31
- VUG · 5.1% · long · since 2025-12-31
- XNTK · 4.7% · long · since 2025-12-31
- SPIB · 4.0% · long · since 2025-12-31
- IEFA · 3.0% · long · since 2025-12-31
- GMUB · 2.9% · long · since 2025-12-31
- SPRX · 2.8% · long · since 2026-03-31
- IEMG · 2.1% · long · since 2025-12-31
- AAAU · 1.5% · long · since 2025-12-31
- NEAR · 1.3% · long · since 2025-12-31
- AAPL · 1.2% · long · since 2025-12-31
- VTI · 1.2% · long · since 2025-12-31