GenTrust, LLC

All 13F Filings

Location
Miami, FL
Most recent 13F
Q1 2026
Holdings value ($000)
2,336,394
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/27/2026 282 2,336,394 13F-HR GenTrust, LLC
Q4 2025 2/2/2026 281 2,318,372 13F-HR GenTrust, LLC
Q3 2025 11/7/2025 211 2,199,661 13F-HR GenTrust, LLC
Q2 2025 7/31/2025 176 2,121,786 13F-HR GenTrust, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 357.1 K 15.3% 0 949.7 K -949.7 K
ETFs 1.979 M 84.7% 980.5 K 0 980.5 K
Other 0 0.0% 0 3.602 K -3.602 K
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Fund Snapshot

Q1 2026
Latest filed
4/27/2026
Total value ($000)
2,336,394
Holdings
282
QoQ value change ($000)
18,022 (0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.