Entruity Wealth, LLC has recently submitted its 13F-HR filing, detailing its investment portfolio as of September 30, 2026. This filing is crucial as it highlights the firm's investment strategies and asset allocations, providing insights into its management of approximately $157.9 million in assets.

Entruity Wealth, LLC, based in Bakersfield, California, is a wealth management firm that focuses on managing investments for its clients. The firm has been active in filing various reports with the SEC, including its latest 13F-HR report dated November 6, 2026. This filing is part of a series of reports that the firm has submitted, reflecting its ongoing investment activities and strategies.

The 13F-HR report filed by Entruity Wealth indicates that the firm holds a total of 55 different securities, with a combined value of $157,915,531. The filing was signed by Bradley Calvin Barnes, who serves as both Chief Compliance Officer and Chief Executive Officer. The report provides a snapshot of the firm's investment discretion, indicating that it exercises sole discretion over its holdings.

Among the notable positions held by Entruity Wealth are investments in major companies such as Apple Inc., Microsoft Corp., and Chevron Corporation. The firm has also allocated funds to various exchange-traded funds (ETFs) and mutual funds, reflecting a diversified investment approach.

This filing may impact various stakeholders, including clients of Entruity Wealth, who can gain insights into the firm's investment decisions and strategies. Additionally, competitors in the wealth management industry may analyze this report to inform their own investment strategies and positioning in the market.

Looking ahead, it remains to be seen how Entruity Wealth will adjust its investment strategies in response to market conditions and client needs. The filing does not specify any immediate plans for future filings or changes in strategy.