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Home > Institutional Investor > Box Hill Private Wealth Llc > Profile

Instuitional Investor - Box Hill Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Box Hill Private Wealth Llc
Portfolio Value $101,165,816
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 57,428 $17,162,280 16.96%
2.
Ishares Trust
 IEF 22,097 $14,434,061 14.27%
3.
Invesco Qqq Tr
 11,675 $6,738,419 6.66%
4.
Vanguard Index Fds - SMALL CP ETF
 19,094 $5,001,137 4.94%
5.
Ishares Trust
 VLUE 49,928 $4,520,024 4.47%
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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