GENTRY PRIVATE WEALTH, LLC Diversified Active

Location: Wichita, KS

CIK: 0002022634 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 28, 2026

Total Value: $159M (100.0% shares, 0.0% debt)

Holdings (96)

VOO VANGUARD INDEX FDS 38.5%
Value $61.05M Shares 97,347 Est. Cost $524.25 Unrealized
VUG VANGUARD INDEX FDS 8.6%
Value $13.65M Shares 27,974 Est. Cost $383.43 Unrealized
SPIB SPDR SERIES TRUST 4.7%
Value $7.518M Shares 222,363 Est. Cost $33.32 Unrealized
XNTK SPDR SERIES TRUST 3.1%
Value $4.883M Shares 17,574 Est. Cost $231.06 Unrealized
GMUB GOLDMAN SACHS ETF TR 2.8%
Value $4.415M Shares 86,249 Est. Cost $51.01 Unrealized
IEFA ISHARES TR 2.6%
Value $4.089M Shares 45,704 Est. Cost $80.78 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 2.1%
Value $3.306M Shares 39,540 Est. Cost $78.76 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 1.7%
Value $2.742M Shares 64,450 Est. Cost $37.64 Unrealized
VTI VANGUARD INDEX FDS 1.5%
Value $2.411M Shares 7,191 Est. Cost $274.84 Unrealized
NEAR ISHARES U S ETF TR 1.5%
Value $2.402M Shares 47,000 Est. Cost $51.28 Unrealized
JPST J P MORGAN EXCHANGE TRADED F 1.4%
Value $2.245M Shares 44,386 Est. Cost $50.73 Unrealized
AAPL APPLE INC 1.1%
Value $1.82M Shares 6,694 Est. Cost $221.16 Unrealized +21.3%
SPYG SPDR SERIES TRUST 1.1%
Value $1.806M Shares 16,930 Est. Cost $80.37 Unrealized
GOOGL ALPHABET INC 1.1%
Value $1.773M Shares 5,665 Est. Cost $190.81 Unrealized +49.7%
QQQ INVESCO QQQ TR 1.1%
Value $1.769M Shares 2,879 Est. Cost $479.93 Unrealized
MSFT MICROSOFT CORP 0.9%
Value $1.448M Shares 2,995 Est. Cost $418.92 Unrealized +19.5%
AFLG FIRST TR EXCHNG TRADED FD VI 0.9%
Value $1.431M Shares 36,589 Est. Cost $34.48 Unrealized
AMZN AMAZON COM INC 0.9%
Value $1.377M Shares 5,966 Est. Cost $220.76 Unrealized +3.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value $1.308M Shares 2,603 Est. Cost $489.33 Unrealized +1.7%
JCPB J P MORGAN EXCHANGE TRADED F 0.7%
Value $1.149M Shares 24,275 Est. Cost $47.84 Unrealized
TSLA TESLA INC 0.7%
Value $1.099M Shares 2,444 Est. Cost $346.53 Unrealized +27.9%
JQUA J P MORGAN EXCHANGE TRADED F 0.6%
Value $986K Shares 15,610 Est. Cost $55.65 Unrealized
GS GOLDMAN SACHS GROUP INC 0.6%
Value $967K Shares 1,100 Est. Cost $655.71 Unrealized +24.0%
FBT FIRST TR EXCHANGE-TRADED FD 0.6%
Value $963K Shares 4,663 Est. Cost $170.11 Unrealized
MODL VICTORY PORTFOLIOS II 0.6%
Value $941K Shares 19,796 Est. Cost $38.82 Unrealized
WMT WALMART INC 0.6%
Value $939K Shares 8,425 Est. Cost $95.66 Unrealized +12.1%
DVY ISHARES TR 0.5%
Value $833K Shares 5,900 Est. Cost $134.07 Unrealized
JPM JPMORGAN CHASE & CO. 0.5%
Value $832K Shares 2,582 Est. Cost $253.97 Unrealized +21.9%
FTCB FIRST TR EXCHANGE-TRADED FD 0.5%
Value $820K Shares 38,624 Est. Cost $21.29 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.5%
Value $766K Shares 36,499 Est. Cost $20.89 Unrealized
V VISA INC 0.5%
Value $764K Shares 2,178 Est. Cost $337.48 Unrealized +0.9%
PANW PALO ALTO NETWORKS INC 0.5%
Value $747K Shares 4,057 Est. Cost $193.49 Unrealized +4.3%
CSCO CISCO SYS INC 0.4%
Value $685K Shares 8,893 Est. Cost $60.18 Unrealized +22.6%
IEMG ISHARES INC 0.4%
Value $672K Shares 9,993 Est. Cost $67.22 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $660K Shares 3,539 Est. Cost $139.77 Unrealized +33.2%
RDVY FIRST TR EXCHANGE TRADED FD 0.4%
Value $581K Shares 8,370 Est. Cost $64.90 Unrealized
BKR BAKER HUGHES COMPANY 0.4%
Value $579K Shares 12,721 Est. Cost $47.34 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.4%
Value $572K Shares 6,482 Est. Cost $80.05 Unrealized +4.8%
JIRE J P MORGAN EXCHANGE TRADED F 0.4%
Value $562K Shares 7,511 Est. Cost $62.60 Unrealized
META META PLATFORMS INC 0.3%
Value $545K Shares 826 Est. Cost $667.32 Unrealized 0.0%
COIN COINBASE GLOBAL INC 0.3%
Value $542K Shares 2,395 Est. Cost $322.62 Unrealized -7.6%
LLY ELI LILLY & CO 0.3%
Value $527K Shares 490 Est. Cost $955.55 Unrealized 0.0%
MCD MCDONALDS CORP 0.3%
Value $519K Shares 1,698 Est. Cost $292.99 Unrealized +4.1%
WMB WILLIAMS COS INC 0.3%
Value $518K Shares 8,615 Est. Cost $55.48 Unrealized +8.3%
T AT&T INC 0.3%
Value $512K Shares 20,593 Est. Cost $24.41 Unrealized +3.6%
AVLV AMERICAN CENTY ETF TR 0.3%
Value $505K Shares 6,665 Est. Cost $66.77 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value $499K Shares 4,383 Est. Cost $103.60 Unrealized
ABBV ABBVIE INC 0.3%
Value $499K Shares 2,182 Est. Cost $189.56 Unrealized +20.0%
FTHI FIRST TR EXCHANGE TRADED FD 0.3%
Value $490K Shares 20,748 Est. Cost $22.45 Unrealized
BAC BANK AMERICA CORP 0.3%
Value $484K Shares 8,797 Est. Cost $52.67 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.3%
Value $473K Shares 2,284 Est. Cost $197.01 Unrealized 0.0%
VFH VANGUARD WORLD FD 0.3%
Value $464K Shares 3,475 Est. Cost $119.61 Unrealized
MRK MERCK & CO INC 0.3%
Value $455K Shares 4,325 Est. Cost $89.51 Unrealized +4.2%
OHI OMEGA HEALTHCARE INVS INC 0.3%
Value $449K Shares 10,137 Est. Cost $38.06 Unrealized
GE GE AEROSPACE 0.3%
Value $446K Shares 1,449 Est. Cost $300.80 Unrealized 0.0%
EVRG EVERGY INC 0.3%
Value $442K Shares 6,098 Est. Cost $65.16 Unrealized +15.8%
PG PROCTER AND GAMBLE CO 0.3%
Value $434K Shares 3,029 Est. Cost $163.60 Unrealized -10.0%
DHT DHT HOLDINGS INC 0.3%
Value $419K Shares 34,306 Est. Cost $10.31 Unrealized +19.1%
OKE ONEOK INC NEW 0.3%
Value $418K Shares 5,681 Est. Cost $93.45 Unrealized -24.6%
NEE NEXTERA ENERGY INC 0.3%
Value $411K Shares 5,117 Est. Cost $82.50 Unrealized 0.0%
LMT LOCKHEED MARTIN CORP 0.3%
Value $406K Shares 839 Est. Cost $448.28 Unrealized +6.2%
PM PHILIP MORRIS INTL INC 0.3%
Value $401K Shares 2,503 Est. Cost $136.99 Unrealized +12.1%
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value $395K Shares 15,702 Est. Cost $24.45 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value $394K Shares 578 Est. Cost $584.50 Unrealized
PEP PEPSICO INC 0.2%
Value $382K Shares 2,659 Est. Cost $143.35 Unrealized +1.8%
VLO VALERO ENERGY CORP 0.2%
Value $381K Shares 2,338 Est. Cost $129.23 Unrealized +30.6%
SDVY FIRST TR EXCHANGE-TRADED FD 0.2%
Value $374K Shares 9,750 Est. Cost $36.38 Unrealized
ARCC ARES CAPITAL CORP 0.2%
Value $371K Shares 18,320 Est. Cost $20.85 Unrealized -5.1%
AMLP ALPS ETF TR 0.2%
Value $369K Shares 7,854 Est. Cost $51.77 Unrealized
SO SOUTHERN CO 0.2%
Value $368K Shares 4,218 Est. Cost $84.32 Unrealized +7.8%
MO ALTRIA GROUP INC 0.2%
Value $366K Shares 6,344 Est. Cost $51.13 Unrealized +16.1%
CVX CHEVRON CORP NEW 0.2%
Value $356K Shares 2,333 Est. Cost $150.02 Unrealized +0.9%
TDIV FIRST TR EXCHANGE TRADED FD 0.2%
Value $347K Shares 3,581 Est. Cost $76.08 Unrealized
UL UNILEVER PLC 0.2%
Value $339K Shares 5,184 Est. Cost $65.40 Unrealized
DLR DIGITAL RLTY TR INC 0.2%
Value $329K Shares 2,127 Est. Cost $168.66 Unrealized -3.3%
DTE DTE ENERGY CO 0.2%
Value $328K Shares 2,542 Est. Cost $134.80 Unrealized 0.0%
PBDC PUTNAM ETF TRUST 0.2%
Value $317K Shares 10,362 Est. Cost $30.60 Unrealized
GOOG ALPHABET INC 0.2%
Value $317K Shares 1,010 Est. Cost $286.33 Unrealized 0.0%
GQI NATIXIS ETF TR 0.2%
Value $312K Shares 5,465 Est. Cost $57.06 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.2%
Value $310K Shares 5,230 Est. Cost $45.75 Unrealized
CLIP GLOBAL X FDS 0.2%
Value $305K Shares 3,050 Est. Cost $100.49 Unrealized
IP INTERNATIONAL PAPER CO 0.2%
Value $286K Shares 7,263 Est. Cost $52.46 Unrealized -22.1%
VONG VANGUARD SCOTTSDALE FDS 0.2%
Value $279K Shares 2,293 Est. Cost $94.19 Unrealized
VICI VICI PPTYS INC 0.2%
Value $274K Shares 9,750 Est. Cost $29.22 Unrealized +0.3%
MTUM ISHARES TR 0.2%
Value $258K Shares 1,031 Est. Cost $206.92 Unrealized
ASML ASML HOLDING N V 0.2%
Value $251K Shares 235 Est. Cost $968.09 Unrealized
JPEF J P MORGAN EXCHANGE TRADED F 0.2%
Value $246K Shares 3,299 Est. Cost $62.36 Unrealized
STWD STARWOOD PPTY TR INC 0.2%
Value $241K Shares 13,399 Est. Cost $19.77 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.2%
Value $241K Shares 4,050 Est. Cost $51.86 Unrealized
WCMI FIRST TR EXCHANGE-TRADED FD 0.2%
Value $240K Shares 14,123 Est. Cost $16.87 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.1%
Value $235K Shares 4,586 Est. Cost $50.70 Unrealized
IXN ISHARES TR 0.1%
Value $227K Shares 2,160 Est. Cost $103.21 Unrealized
GRID FIRST TR EXCHANGE TRADED FD 0.1%
Value $224K Shares 1,465 Est. Cost $139.02 Unrealized
CRM SALESFORCE INC 0.1%
Value $215K Shares 813 Est. Cost $248.17 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.1%
Value $210K Shares 1,749 Est. Cost $115.49 Unrealized 0.0%
PAVE GLOBAL X FDS 0.1%
Value $202K Shares 4,224 Est. Cost $47.63 Unrealized