Entruity Wealth, LLC
RIA/Wealth
Entruity Wealth, LLC is a RIA/Wealth based in Bakersfield, CA led by Bradley Calvin Barnes, managing $128.8M across 42 long positions as of Q3 2025 with 78% ETF concentration and 61% concentrated in top 10 holdings.
CEOBradley Calvin Barnes
- Portfolio Value
- $128.8M
- Positions
- 42
- Top Holding
- CGDV at 13.32%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Entruity Wealth, LLC's portfolio (61% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.2M | 13.32% | +$484.1K Bought | — 408.2K shares | |
ETF ETF | $13.0M | 10.07% | +$537.0K Bought | — 328.2K shares | |
Unknown Unknown | $7.3M | 5.63% | +$81.0K Bought | — 462.4K shares | |
ETF ETF | $6.7M | 5.17% | +$349.1K Bought | — 133.7K shares | |
ETF ETF | $6.4M | 4.97% | +$306.1K Bought | — 184.8K shares | |
ETF ETF | $6.3M | 4.86% | +$325.7K Bought | — 241.0K shares | |
ETF ETF | $6.1M | 4.73% | +$402.0K Bought | — 241.9K shares | |
ETF ETF | $5.5M | 4.26% | +$365.2K Bought | — 197.8K shares | |
ETF ETF | $5.3M | 4.11% | +$325.5K Bought | — 233.0K shares | |
ETF ETF | $5.0M | 3.86% | +$198.1K Bought | — 145.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Entruity Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+10.51% | |
+7.13% | |
+7.07% | |
+7.06% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-12.13% | |
-11.99% | |
-11.85% | |
-4.35% | |
-3.53% |
Analytics
Portfolio insights and performance metrics for Entruity Wealth, LLC
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