GENTRY PRIVATE WEALTH, LLC

All 13F Filings

Location
Wichita, KS
Most recent 13F
Q2 2026
Holdings value ($000)
194,291
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/5/2026 108 194,291 13F-HR GENTRY PRIVATE WEALTH, LLC
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 43.13 K 22.2% 4.629 K 0 4.629 K
ETFs 151.2 K 77.8% 23.64 K 0 23.64 K
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Fund Snapshot

Q2 2026
Latest filed
8/5/2026
Total value ($000)
194,291
Holdings
108
QoQ value change ($000)
28,266 (17.0%)
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.