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Home > Institutional Investor > Bennett Associates Wealth Management > Profile

Instuitional Investor - Bennett Associates Wealth Management

Fund Profile
Filing Period:
Fund Name: Bennett Associates Wealth Management
Portfolio Value $148,368,433
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Internet Gold Golden Lines Ltd
 IGLD 200,990 $18,643,833 12.57%
2.
Ishares Trust
 VLUE 165,197 $14,955,285 10.08%
3.
Vanguard World Fd
 33,191 $12,195,702 8.22%
4.
First Tr Exchange Traded Fd - SMID RISNG ETF
 281,674 $11,106,406 7.49%
5.
Goldman Sachs Etf Tr
 86,224 $10,789,209 7.27%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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