Entruity Wealth, LLC
Entruity Wealth, LLC reported 54 positions worth $154.6M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: CGDV (13.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGDV | SH | $21.3M | 13.77% | 431,925 | — | — | |
| ▸ 2 | CGMS | SH | $17.4M | 11.28% | 637,736 | — | — | |
| ▸ 3 | CGUS | SH | $9.1M | 5.88% | 204,388 | — | — | |
| ▸ 4 | CGDG | SH | $7.9M | 5.14% | 211,729 | — | — | |
| ▸ 5 | VTI | SH | $7.5M | 4.87% | 20,325 | — | — | |
| ▸ 6 | CGCP | SH | $6.9M | 4.43% | 307,389 | — | — | |
| ▸ 7 | PSLV | SH | $6.8M | 4.41% | 361,456 | — | — | |
| ▸ 8 | CGGO | SH | $5.5M | 3.58% | 130,547 | — | — | |
| ▸ 9 | CVX | SH | $4.7M | 3.04% | 28,356 | — | — | |
| ▸ 10 | VPLS | SH | $4.6M | 3.00% | 59,771 | — | — |
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Frequently Asked Questions
What stocks does Entruity Wealth, LLC hold as of Q2 2026?
Entruity Wealth, LLC reported 54 positions worth $154.6M in its Q2 2026 13F filing. Largest positions: CGDV (13.8%), CGMS (11.3%), CGUS (5.9%), CGDG (5.1%) and VTI (4.9%).
What did Entruity Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Entruity Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.