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Home > Institutional Investor > Boomfish Wealth Group, Llc > Profile

Instuitional Investor - Boomfish Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: Boomfish Wealth Group, Llc
Portfolio Value $187,326,512
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 113,166 $10,370,547 5.54%
2.
Ishares Trust
 IEF 81,165 $8,057,285 4.3%
3.
Market Vectors Etf Trust
 SMH 73,381 $7,095,924 3.79%
4.
Ishares Trust
 IEF 69,666 $6,039,355 3.22%
5.
Nvidia Corp
 NVDA 32,817 $5,723,328 3.06%
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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