GenTrust, LLC

CIK 0001697110 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

GenTrust, LLC reported 201 positions worth $2.60B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VOO (21.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.60B
2026 Q2
Positions
201
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
57.8%
Est. Net Flow (Q)
2026 Q2
10 / 201 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$557.8M21.43%812,211
2BNDVANGUARD BD INDEX FDSSH$177.3M6.81%2,415,090
3SPYSTATE STR SPDR S&P 500 ETF TSH$131.7M5.06%176,109
4TIPISHARES TRSH$123.9M4.76%1,132,337
5AGGISHARES TRSH$103.9M3.99%1,049,714
6VPLVANGUARD INTL EQUITY INDEX FSH$99.9M3.84%863,654
7QQQINVESCO QQQ TRSH$87.0M3.34%118,075
8VGKVANGUARD INTL EQUITY INDEX FSH$86.0M3.30%971,481
9VWOVANGUARD INTL EQUITY INDEX FSH$70.3M2.70%1,177,223
10TUASIMPLIFY EXCHANGE TRADED FUNSH$67.5M2.59%3,302,450

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does GenTrust, LLC hold as of Q2 2026?

GenTrust, LLC reported 201 positions worth $2.60B in its Q2 2026 13F filing. Largest positions: VOO (21.4%), BND (6.8%), SPY (5.1%), TIP (4.8%) and AGG (4.0%).

What did GenTrust, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did GenTrust, 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.