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GENTRY PRIVATE WEALTH, LLC
RIA/Wealth
GENTRY PRIVATE WEALTH, LLC is a RIA/Wealth based in Wichita, KS led by Jeffrey L Wetta, reporting $274.0M in AUM as of Q3 2025 with 81% ETF concentration, 66% concentrated in top 10 holdings, and 40% allocation to VOO.
Managing PartnerJeffrey L Wetta
- Portfolio Value
- $143.3M
- Positions
- 89
- Top Holding
- VOO at 39.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GENTRY PRIVATE WEALTH, LLC's portfolio (65.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $56.7M | 39.57% | +$2.5M Bought | — 92.6K shares | |
ETF ETF | $12.3M | 8.56% | -$298.3K Sold | — 25.6K shares | |
ETF ETF | $7.1M | 4.98% | +$556.0K Bought | — 210.6K shares | |
ETF ETF | $3.4M | 2.35% | +$819.7K Bought | — 12.4K shares | |
ETF ETF | $2.6M | 1.80% | -$347.2K Sold | — 29.5K shares | |
Unknown Unknown | $2.5M | 1.77% | +$2.5M New | — 49.8K shares | |
ETF ETF | $2.5M | 1.75% | +$26.0K Bought | — 31.5K shares | |
ETF ETF | $2.4M | 1.68% | +$2.4M New | — 47.0K shares | |
ETF ETF | $2.4M | 1.65% | -$381.0K Sold | — 7.2K shares | |
ETF ETF | $2.3M | 1.59% | +$2.3M Bought | — 44.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GENTRY PRIVATE WEALTH, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for GENTRY PRIVATE WEALTH, LLC
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Sector Allocation
Market Cap Distribution
No market cap data available