Gentry Private Wealth, LLC
Annual return '25
+40.6%
SPY '25
+17.7%
Alpha
+22.9ptsvs SPY
Invested
$332.1M
Holdings
92
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 92%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
39.1%
02
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
6.5%
03
$SPIB
SPDR SERIES TRUST
Held since at least Q1 2024
4.4%
04
$XNTK
SPDR SERIES TRUST
Held since at least Q1 2024
3.4%
05
$GMUB
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
3.2%
06
$IEFA
ISHARES TR
Held since at least Q1 2024
2.9%
07
$VGK
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
2.2%
08
$IEMG
ISHARES INC
Held since at least Q1 2024
2.0%
09
$AAAU
GOLDMAN SACHS PHYSICAL GOLD
Held since at least Q1 2024
1.8%
10
$NEAR
ISHARES U S ETF TR
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 04:28 UTC.