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Home > Institutional Investor > Alpha Wealth Funds, Llc > Profile

Instuitional Investor - Alpha Wealth Funds, Llc

Fund Profile
Filing Period:
Fund Name: Alpha Wealth Funds, Llc
Portfolio Value $118,998,859
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 670,827 $67,545,571 56.76%
2.
Spdr S & P 500 Etf TrustCALL
 SPY 1,158 $12,056,661 10.13%
3.
Proshares Tr - ULTRAPRO QQQ
 51,171 $4,247,193 3.57%
4.
Spdr S & P 500 Etf Trust
 SPY 6,057 $3,742,317 3.14%
5.
Ishares Trust
 IEF 33,107 $3,628,858 3.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)