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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 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 2,931.0 $1.4M 0.85% +328.0 +12.6% $479.20
22 AFLG FIRST TR EXCHNG TRADED FD VI 34,784.0 $1.3M 0.81% -2K -4.9% $38.58 +12.9%
23 RSP INVESCO EXCHANGE TRADED FD T 6,809.0 $1.3M 0.79% NEW $191.92 +7.6%
24 WMT WALMART INC Consumer Defensive 8,714.0 $1.1M 0.65% +289.0 +3.4% $124.28 -3.2%
25 NVDA NVIDIA CORPORATION Technology 5,617.0 $980K 0.59% +2K +58.7% $174.40 +23.5%
26 TSLA TESLA INC Consumer Cyclical 2,574.0 $957K 0.58% +130.0 +5.3% $371.75 +14.6%
27 FBT FIRST TR EXCHANGE-TRADED FD 4,483.0 $900K 0.54% -180.0 -3.9% $200.82 +6.0%
28 GS GOLDMAN SACHS GROUP INC Financial Services 1,010.0 $854K 0.52% -90.0 -8.2% $845.99 +17.8%
29 BKR BAKER HUGHES COMPANY Energy 13,945.0 $851K 0.51% +1K +9.6% $61.05 +8.2%
30 MODL VICTORY PORTFOLIOS II 18,707.0 $836K 0.50% -1K -5.5% $44.69 +12.9%
31 FTCB FIRST TR EXCHANGE-TRADED FD 39,630.0 $831K 0.50% +1K +2.6% $20.96 -1.1%
32 JNJ JOHNSON & JOHNSON Healthcare 3,340.0 $816K 0.49% +1K +46.2% $244.44 -4.1%
33 DVY ISHARES TR 5,115.0 $774K 0.47% -785.0 -13.3% $151.41 +2.9%
34 V VISA INC Financial Services 2,519.0 $761K 0.46% +341.0 +15.7% $302.24 +8.8%
35 NEE NEXTERA ENERGY INC Utilities 8,172.0 $759K 0.46% +3K +59.7% $92.88 -4.7%
36 META META PLATFORMS INC Communication Services 1,236.0 $707K 0.43% +410.0 +49.6% $572.13 +6.7%
37 JPM JPMORGAN CHASE & CO Financial Services 2,326.0 $684K 0.41% -256.0 -9.9% $294.16 +4.2%
38 BAC BANK AMERICA CORP Financial Services 13,553.0 $661K 0.40% +5K +54.1% $48.75 +6.3%
39 LLY ELI LILLY & CO Healthcare 711.0 $654K 0.39% +221.0 +45.1% $919.77 +15.8%
40 GE GE AEROSPACE Industrials 2,187.0 $621K 0.37% +738.0 +50.9% $283.77 +6.7%
Page 2 of 5  ·  91 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%