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Portfolio (Quarterly) Guide ↗

GenTrust, LLC

· CIK 0001697110
13F Portfolio $2.3B AUM 282 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 51 New 100 Added 75 Reduced 50 Exited
Page 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBIL VANGUARD INSTL INDEX FD 112,020.0 $8.5M 0.36% +94K +511.3% $75.65 -0.0%
22 VEA VANGUARD TAX-MANAGED FDS 124,996.0 $8.0M 0.34% +5K +3.8% $64.08 +12.0%
23 PLTR PALANTIR TECHNOLOGIES INC Technology 49,368.0 $7.2M 0.31% +14K +39.9% $146.28 -6.6%
24 GOOGL ALPHABET INC Communication Services 21,510.0 $6.2M 0.27% +782.0 +3.8% $287.57 +35.2%
25 VTES VANGUARD WELLINGTON FD 60,562.0 $6.1M 0.26% +32K +112.8% $101.14 -0.1%
26 SCHP SCHWAB STRATEGIC TR 218,530.0 $5.8M 0.25% +95K +76.5% $26.61 +0.4%
27 VWOB VANGUARD WHITEHALL FDS 84,867.0 $5.6M 0.24% +32K +61.7% $65.69 +1.4%
28 OWL BLUE OWL CAPITAL INC Financial Services 557,678.0 $5.1M 0.22% +4K +0.7% $9.13 +10.6%
29 JPM JPMORGAN CHASE & CO Financial Services 13,368.0 $3.9M 0.17% +9K +176.5% $294.16 +4.3%
30 FCX FREEPORT MCMORAN INC Basic Materials 57,425.0 $3.4M 0.14% +2K +3.4% $58.78 +9.5%
31 TIDAL TRUST I 87,414.0 $2.8M 0.12% +39K +78.8% $32.06
32 CRWD CROWDSTRIKE HLDGS INC Technology 7,173.0 $2.8M 0.12% +2K +27.1% $390.41 +72.0%
33 BXSL BLACKSTONE SECD LENDING FD Financial Services 102,856.0 $2.5M 0.11% +11K +12.1% $24.46 -3.2%
34 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,914.0 $1.8M 0.08% +45.0 +1.6% $618.27 +10.2%
35 ACWI ISHARES TR 9,375.0 $1.3M 0.06% +2K +25.1% $138.37 +14.1%
36 META META PLATFORMS INC Communication Services 2,133.0 $1.2M 0.05% +142.0 +7.1% $572.13 +7.0%
37 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,706.0 $1.2M 0.05% +5K +36.7% $60.65 -4.3%
38 MU MICRON TECHNOLOGY INC Technology 3,220.0 $1.1M 0.05% +869.0 +37.0% $337.95 +165.1%
39 FIX COMFORT SYS USA INC Industrials 789.0 $1.1M 0.05% +185.0 +30.6% $1378.99 +36.6%
40 PCG PG&E CORP Utilities 61,382.0 $1.1M 0.05% +17K +37.6% $17.62 -6.8%
Page 2 of 5  ·  100 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 57.1%
Technology 19.8%
Consumer Cyclical 9.4%
Communication Services 4.8%
Energy 2.8%
Industrials 1.8%
Healthcare 1.7%
Consumer Defensive 0.9%
Basic Materials 0.9%
Utilities 0.7%