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Home > Institutional Investor > Defined Wealth Management, Llc > Profile

Instuitional Investor - Defined Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Defined Wealth Management, Llc
Portfolio Value $170,743,213
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 115,583 $10,463,758 6.13%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 15,365 $9,181,167 5.38%
3.
Vanguard Index Fds - GROWTH ETF
 16,261 $7,102,500 4.16%
4.
Ishares Inc - CORE MSCI EMKT
 87,434 $6,098,543 3.57%
5.
Spdr S & P 500 Etf Trust
 SPY 9,298 $6,047,027 3.54%
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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