GENTRY PRIVATE WEALTH, LLC
All 13F Filings
- Location
- Wichita, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 166,025
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 5/5/2026 | 91 | 166,025 | 13F-HR | GENTRY PRIVATE WEALTH, LLC |
| Q4 2025 | 1/28/2026 | 96 | 158,705 | 13F-HR | GENTRY PRIVATE WEALTH, LLC |
| Q3 2025 | 11/12/2025 | 90 | 143,573 | 13F-HR | GENTRY PRIVATE WEALTH, LLC |
| Q2 2025 | 7/23/2025 | 85 | 130,830 | 13F-HR | GENTRY PRIVATE WEALTH, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 38.5 K | 23.2% | 0 | 30.23 K | -30.23 K |
| ETFs | 127.5 K | 76.8% | 37.56 K | 0 | 37.56 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
166,025
Holdings
91
QoQ value change ($000)
7,320
(4.6%)
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.