StockDriftsStockDriftsTop 50 Gentry Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 39.03% | 108.5K | $64.8M | +11.41%(+11.11K) | $540.47(+26.26%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.49% | 24.7K | $10.8M | -11.86%(-3.32K) | $66.39(+31.80%) | 2026-03-31 | |
| SPIB | SPDR SERIES TRUST | 4.42% | 218.9K | $7.3M | -1.54%(-3.42K) | $32.94(+1.50%) | 2026-03-31 | |
| XNTK | SPDR SERIES TRUST | 3.38% | 22.0K | $5.6M | +25.24%(+4.43K) | $234.09(+45.21%) | 2026-03-31 | |
| GMUB | GOLDMAN SACHS ETF TR | 3.19% | 104.1K | $5.3M | +20.64%(+17.80K) | $50.74(+0.78%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.86% | 52.5K | $4.8M | +14.89%(+6.81K) | $79.99(+21.45%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 2.23% | 44.8K | $3.7M | +13.41%(+5.30K) | $76.65(+14.28%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.95% | 46.3K | $3.2M | +363.33%(+36.31K) | $68.07(+20.53%) | 2026-03-31 | |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | 1.83% | 65.6K | $3.0M | +1.82%(+1.17K) | $35.85(+28.96%) | 2026-03-31 | |
| NEAR | ISHARES U S ETF TR | 1.48% | 48.2K | $2.5M | +2.55%(+1.20K) | $51.18(-0.93%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.37% | +38.14% |
| Top 20 Holdings Unweighted | +10.13% | +33.57% |
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