ENTRUST FINANCIAL LLC

CIK 2109860 · View on SEC EDGAR ↗

Portfolio value
$154.2M
#7,292 of 9,443 by 13F value · top 77.2%
Positions
445
As of
June 30, 2026

Portfolio value QoQ: +11.7% 13F does not disclose cash

Top 10 holdings weight
70.96%
Top 25 holdings weight
84.89%
Positions above 1%
17
Effective number of positions
14.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 1.72% Est. buys $18,599,220 · sells $2,508,845

New positions
34
Increased
84
Decreased
68
Closed
22
On this page

Sector breakdown

Technology
4.7%
Financials
1.7%
Industrials
1.7%
Healthcare
1.1%
Utilities
1.0%
Financial Services
0.9%
Communication Services
0.8%
Energy
0.7%
Retail
0.5%
Communications
0.3%
Consumer products
0.2%
Consumer Staples
0.2%
Materials
0.2%
Real Estate
0.2%
Consumer Discretionary
0.2%
Telecommunication
0.1%
Logistics & Transportation
0.1%
Packaging
0.0%
Diversified Consumer Services
0.0%
Other/Unmapped
85.5%

Full portfolio 445 positions

Type Streak 8Q trend
VTI $21,361,939 13.85% 57,729 $3,064,775 Up ×1
VOOG $18,085,081 11.73% 218,895 $2,963,433 Up ×2
DFAC $17,827,953 11.56% 401,893 $2,096,781 Down ×2
DUHP $16,430,153 10.66% 393,725 $1,870,475 Down ×1
DFAI $8,569,693 5.56% 207,750 $471,943 Down ×1
VEA $7,908,521 5.13% 110,997 $903,718 Up ×1
DFAX $7,673,047 4.98% 208,280 $596,681 Down ×2
PZA $4,254,609 2.76% 180,893 $578,586 Up ×2
BND Vanguard Total Bond Market ETF $4,200,880 2.72% 57,225 $-588,069 Down ×1
AAPL Apple Inc. - Common Stock $3,110,686 2.02% 10,750 $794,560 Up ×1
DFEM $2,603,448 1.69% 64,061 $355,435 Down ×1
VOO $2,208,265 1.43% 3,215 $290,840 Up ×2
VWO $1,979,094 1.28% 33,156 $213,575 Up ×1
VMBS Vanguard Mortgage-Backed Securities ETF $1,921,639 1.25% 41,052 $-234,622 Down ×1
BRKB $1,684,313 1.09% 3,366 $76,597 Up ×2
MSFT Microsoft Corporation - Common Stock $1,584,727 1.03% 4,248 $-42,019 Down ×2
JGRW $1,566,587 1.02% 57,765 $208,908 Up ×2
VXUS Vanguard Total International Stock ETF $1,464,253 0.95% 17,128 $140,134 Down ×1
VB $1,233,150 0.80% 4,068 $184,525 Up ×1
GLDM $1,126,811 0.73% 14,188 $-176,596 Up ×1
VGSH Vanguard Short-Term Treasury ETF $1,124,978 0.73% 19,330 $-71,395 Down ×1
JPM JP Morgan Chase & Co. Common Stock $863,887 0.56% 2,639 $88,062 Up ×1
VGLT Vanguard Long-Term Treasury ETF $760,869 0.49% 13,789 $-103,517 Down ×1
IBM International Business Machines Corporation Common Stock $713,166 0.46% 2,536 $67,848 Down ×1
MGV $643,453 0.42% 3,937 $69,539 Down ×1
CVLC $607,140 0.39% 6,427 $159,189 Up ×1
MGK $596,962 0.39% 6,791 $98,024 Up ×1
CAT Caterpillar, Inc. Common Stock $556,943 0.36% 523 $185,001 Down ×2
GOOG Alphabet Inc. - Class C Capital Stock $527,691 0.34% 1,493 $86,936 Down ×2
CSCO Cisco Systems, Inc. - Common Stock $497,731 0.32% 4,237 $166,219 Down ×2
VUG $440,453 0.29% 5,113 $68,318 Up ×2
XOM Exxon Mobil Corporation Common Stock $421,462 0.27% 3,083 $-101,154 Up ×1
ITOT $417,948 0.27% 2,544 $56,495 Up ×1
PNC PNC Financial Services Group, Inc. (The) Common Stock $409,424 0.27% 1,663 $63,404
RDN Radian Group Inc. Common Stock $405,330 0.26% 10,760 $49,389
AMZN Amazon.com, Inc. - Common Stock $379,199 0.25% 1,591 $64,086 Up ×1
GOOGL Alphabet Inc. - Class A Common Stock $359,670 0.23% 1,006 $91,827 Up ×1
SDY $332,415 0.22% 2,184 $13,793 Up ×2
PPL PPL Corporation Common Stock $329,743 0.21% 9,071 $-16,782
MDY $316,749 0.21% 450 $39,079
TTE TotalEnergies SE Ordinary Shares $301,243 0.20% 3,874 $-51,214
PEG Public Service Enterprise Group Incorporated Common Stock $290,741 0.19% 3,582 $752
NEE NextEra Energy, Inc. Common Stock $274,669 0.18% 3,129 $-15,960
ABBV AbbVie Inc. Common Stock $268,175 0.17% 1,066 $36,394
AGG $261,323 0.17% 2,640 $1,860 Up ×2
VBK $237,750 0.15% 650 $41,287
HIG The Hartford Insurance Group, Inc. Common Stock $234,815 0.15% 1,772 $-4,802
NVDA NVIDIA Corporation - Common Stock $224,525 0.15% 1,122 $28,841
VBR $215,329 0.14% 886 $23,635 Up ×2
D Dominion Energy, Inc. Common Stock $209,897 0.14% 3,074 $20,881 Up ×2
TSM Taiwan Semiconductor Manufacturing Company Ltd. $209,176 0.14% 438 $61,153
VIG $202,392 0.13% 855 $18,467
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $199,755 0.13% 207 $191,919 Up ×1
FLEX Flex Ltd. - Ordinary Shares $194,484 0.13% 1,200 $115,932
EFAV $191,074 0.12% 2,178 $-4,213 Up ×1
VYM $180,337 0.12% 1,141 $10,138 Down ×2
BLK BlackRock, Inc. Common Stock $173,081 0.11% 180 $-27
VTWG Vanguard Russell 2000 Growth ETF $170,517 0.11% 593 $34,759
PG Procter & Gamble Company (The) Common Stock $170,000 0.11% 1,159 $3,040 Up ×2
VONG Vanguard Russell 1000 Growth ETF $168,158 0.11% 1,316 $23,840
CGMU $166,080 0.11% 6,046 $3,245 Up ×1
V Visa Inc. $157,054 0.10% 458 $18,772
TXN Texas Instruments Incorporated - Common Stock $156,487 0.10% 525 $53,204 Down ×1
META Meta Platforms, Inc. - Class A Common Stock $154,342 0.10% 274 $83,397 Up ×2
IWM $154,088 0.10% 513 $26,899
VCSH Vanguard Short-Term Corporate Bond ETF $149,453 0.10% 1,891 $103,824 Up ×2
DELL Dell Technologies Inc. Class C Common Stock $147,991 0.10% 343 $91,694
GLW Corning Incorporated Common Stock $142,786 0.09% 559 $28,979 Down ×2
XLK XLK $142,659 0.09% 749 $43,145
IWF $139,957 0.09% 1,127 $19,775 Up ×1
VTV $139,059 0.09% 638 $14,483 Up ×2
BA Boeing Company (The) Common Stock $138,272 0.09% 639 $10,941 Down ×2
JNJ Johnson & Johnson Common Stock $137,416 0.09% 541 $5,156
VXF $136,807 0.09% 556 $23,392 Up ×2
VO $130,846 0.08% 1,624 $14,114 Up ×1
TFC Truist Financial Corporation Common Stock $128,856 0.08% 2,586 $9,970
RTX RTX Corporation Common Stock $126,740 0.08% 668 $848 Up ×1
ROP Roper Technologies, Inc. - Common Stock $125,543 0.08% 371 $-5,740
DVY iShares Select Dividend ETF $124,884 0.08% 799 $3,907
SPY SPY $124,856 0.08% 167 $15,748 Down ×1
APP Applovin Corporation - Class A Common Stock $123,140 0.08% 239 $-26,906 Down ×1
WTRG Essential Utilities, Inc. Common Stock $121,119 0.08% 3,162 $-5,653 Up ×2
ACWI iShares MSCI ACWI ETF $117,900 0.08% 751 $14,633 Up ×1
VT $112,690 0.07% 718 $23,971 Up ×1
MGC $109,694 0.07% 401 $15,170 Up ×1
INTC Intel Corporation - Common Stock $105,840 0.07% 758 Up ×1
PEP PepsiCo, Inc. - Common Stock $105,693 0.07% 781 $-5,898 Up ×1
SCHW Charles Schwab Corporation (The) Common Stock $105,078 0.07% 1,139 $-1,879 Up ×1
ORCL Oracle Corporation Common Stock $104,051 0.07% 710 $-398
MA Mastercard Incorporated Common Stock $103,765 0.07% 202 $2,816
MFC Manulife Financial Corporation Common Stock $103,017 0.07% 2,543 $15,436
GLD $99,463 0.06% 270 $-16,716
AWK American Water Works Company, Inc. Common Stock $98,949 0.06% 752 $-3,391
HIMS Hims & Hers Health, Inc. Class A Common Stock $98,151 0.06% 2,831 $39,379
IBIT iShares Bitcoin Trust ETF $94,977 0.06% 2,853 $-12,715 Up ×2
COP ConocoPhillips Common Stock $94,642 0.06% 910 $-25,987 Down ×1
IJH $94,075 0.06% 1,220 $11,688
CTVA Corteva, Inc. Common Stock $89,043 0.06% 1,051 $1,030
BAC Bank of America Corporation Common Stock $88,263 0.06% 1,549 $12,732
ABT Abbott Laboratories Common Stock $88,062 0.06% 970 $-11,578

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
INTC $105,840 758 0.07%
VTR $57,720 650 0.04%
Unknown issuer (CUSIP: 43849R105) $34,931 158 0.02%
Unknown issuer (CUSIP: 438516205) $30,451 136 0.02%
ICE $23,884 194 0.02%
NBIX $20,899 124 0.01%
MU $20,778 18 0.01%
DVN $18,594 450 0.01%
SCHD $16,556 522 0.01%
Unknown issuer (CUSIP: 26614N201) $15,057 111 0.01%
NCLH $13,722 650 0.01%
GMED $13,511 171 0.01%
JEPI $12,708 225 0.01%
GPN $11,538 159 0.01%
SUN $11,205 166 0.01%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VTI Bought more +695 +$3.1M
VOOG Bought more +182K +$3.0M
DFAC Trimmed -3K +$2.1M
DUHP Trimmed -2K +$1.9M
VEA Bought more +2K +$904K
AAPL Bought more +2K +$795K
DFAX Trimmed -32 +$597K
BND Trimmed -8K -$588K
PZA Bought more +21K +$579K
DFAI Trimmed -98 +$472K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
DCOR June 30, 2026 2,594 $187,012 No longer tracked
HON June 30, 2026 272 $61,481 0.8%
IVE March 31, 2026 234 $49,625 No longer tracked
CMA March 31, 2026 492 $42,734 No longer tracked
CEG June 30, 2026 149 $41,682 8.2%
WCN March 31, 2026 212 $37,177 3.8%
ACN March 31, 2026 88 $23,611 -9.0%
GDDY June 30, 2026 284 $23,479 15.7%
CTRA June 30, 2026 557 $19,573 No longer tracked
SIRI June 30, 2026 823 $18,995 -2.3%
AES June 30, 2026 1,298 $18,289 0.6%
XLRE March 31, 2026 446 $17,997 No longer tracked
DBX June 30, 2026 694 $15,768 24.6%
DD June 30, 2026 335 $15,343 2.8%
ACI June 30, 2026 869 $14,808 -9.1%
EEM March 31, 2026 255 $13,928 No longer tracked
XLC March 31, 2026 111 $13,067 No longer tracked
VRT June 30, 2026 50 $12,529 -22.2%
MET June 30, 2026 139 $9,831 14.3%
PLTR March 31, 2026 55 $9,777 17.0%
PKST June 30, 2026 386 $8,064 No longer tracked
XLI March 31, 2026 45 $6,981 No longer tracked
XLB March 31, 2026 152 $6,894 No longer tracked
RHI March 31, 2026 245 $6,655 77.5%
XLP March 31, 2026 62 $4,817 No longer tracked
IBRX June 30, 2026 595 $4,564 -8.2%
CHE June 30, 2026 9 $3,400 14.7%
NXE March 31, 2026 325 $2,990 -10.5%
DAR March 31, 2026 62 $2,232 9.3%
YUM March 31, 2026 14 $2,118 -5.5%
AIN March 31, 2026 38 $1,927 18.5%
BMI June 30, 2026 11 $1,676 -12.4%
ULTA June 30, 2026 3 $1,569 18.9%
COMP March 31, 2026 100 $1,057 73.8%
NNDM March 31, 2026 300 $462 -9.7%
LLY June 30, 2026 0 $409 7.4%
PSKY June 30, 2026 19 $172 5.7%
STKS June 30, 2026 74 $132 -14.9%
OGN June 30, 2026 15 $89 1.3%
AMC June 30, 2026 19 $19 30.3%