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Portfolio (Quarterly) Guide ↗

GENTRY PRIVATE WEALTH, LLC

· CIK 0002022634
13F Portfolio $166M AUM 98 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 35 Added 39 Reduced 7 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 2,519.0 $761K 0.46% +341.0 +15.7% $302.24 +8.8%
22 NEE NEXTERA ENERGY INC Utilities 8,172.0 $759K 0.46% +3K +59.7% $92.88 -4.7%
23 META META PLATFORMS INC Communication Services 1,236.0 $707K 0.43% +410.0 +49.6% $572.13 +6.7%
24 BAC BANK AMERICA CORP Financial Services 13,553.0 $661K 0.40% +5K +54.1% $48.75 +6.3%
25 LLY ELI LILLY & CO Healthcare 711.0 $654K 0.39% +221.0 +45.1% $919.77 +15.8%
26 GE GE AEROSPACE Industrials 2,187.0 $621K 0.37% +738.0 +50.9% $283.77 +6.7%
27 RDVY FIRST TR EXCHANGE TRADED FD 8,722.0 $596K 0.36% +352.0 +4.2% $68.28 +10.2%
28 FIRST TR EXCHANGE TRADED FD 21,321.0 $489K 0.29% +573.0 +2.8% $22.95
29 PEP PEPSICO INC Consumer Defensive 2,831.0 $440K 0.27% +172.0 +6.5% $155.29 -3.0%
30 TDIV FIRST TR EXCHANGE TRADED FD 3,923.0 $367K 0.22% +342.0 +9.6% $93.66 +23.8%
31 VICI VICI PPTYS INC Real Estate 10,821.0 $296K 0.18% +1K +11.0% $27.32 +4.3%
32 IP INTERNATIONAL PAPER CO Consumer Cyclical 8,260.0 $295K 0.18% +997.0 +13.7% $35.70 -12.4%
33 STWD STARWOOD PPTY TR INC Real Estate 16,212.0 $279K 0.17% +3K +21.0% $17.22 +0.4%
34 WCMI FIRST TR EXCHANGE-TRADED FD 15,225.0 $255K 0.15% +1K +7.8% $16.77 +12.7%
35 FMB FIRST TR EXCH TRADED FD III 4,653.0 $236K 0.14% +67.0 +1.5% $50.66 +0.0%
Page 2 of 2  ·  35 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.2%
Technology 15.1%
Energy 11.0%
Consumer Cyclical 10.0%
Communication Services 9.5%
Consumer Defensive 7.9%
Healthcare 7.1%
Utilities 6.0%
Real Estate 4.1%
Industrials 3.2%