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Home > Institutional Investor > Endowment Wealth Management, Inc. > Profile

Instuitional Investor - Endowment Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Endowment Wealth Management, Inc.
Portfolio Value $220,311,764
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Circle Internet Group Inc.
 CRCL 100,014 $13,800,856 6.26%
2.
Invesco Exchange Traded Fd T
 192,882 $13,312,711 6.04%
3.
Vanguard Index Fds
 28,240 $9,267,546 4.21%
4.
Nvidia Corp
 NVDA 48,185 $8,990,270 4.08%
5.
Ishares Trust
 IEF 54,806 $7,982,542 3.62%
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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