GENTRY PRIVATE WEALTH, LLC
$166M in tracked AUM across 98 positions as of Q1 2026.
Gentry Private Wealth's $166M Q1 2026 filing looks, on the whaleScore, like a high-conviction private-wealth operation. The 13F tells a quieter story: Vanguard's S&P 500 ETF (VOO) alone accounts for 39% of assets, and VUG, the growth ETF, adds another 6.5% — together those two vehicles consume 45.5% of the book. The meaningful Q1 shift was inside the wrapper: VUG was trimmed by $2.88M while the emerging-markets ETF IEMG was nearly quadrupled to $3.2M, making it the largest dollar-add on the filing. Single-name exits were concentrated in speculative technology — Palo Alto Networks, Coinbase and McDonald's gave way to JNJ, NextEra and GE Aerospace.
Quarter at a glance — Q1 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q1 2026.