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Home > Institutional Investor > Crestmont Private Wealth Llc > Profile

Instuitional Investor - Crestmont Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Crestmont Private Wealth Llc
Portfolio Value $276,610,660
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 99,253 $61,625,981 22.28%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 94,561 $53,713,725 19.42%
3.
Pimco Etf Trust
 1,089,199 $28,907,341 10.45%
4.
Pimco Etf Trust
 180,153 $16,606,504 6%
5.
Vanguard Intl Equity Index Funds
 VWO 288,458 $14,267,133 5.16%
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%

Returns since its inception in May 2014 (through August 15th, 2025)

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