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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 $183,391,424
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 1,221,972 $123,015,927 67.08%
2.
Spdr S & P 500 Etf TrustCALL
 SPY 1,452 $19,758,484 10.77%
3.
Spdr S & P 500 Etf Trust
 SPY 5,103 $3,810,207 2.08%
4.
Ishares Trust
 IEF 19,677 $2,146,170 1.17%
5.
Market Vectors Etf Trust
 GDX 168,231 $2,129,804 1.16%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.