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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 $226,067,679
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exchange Traded Fd T
 226,685 $12,812,208 5.67%
2.
Ishares Trust
 IEF 88,889 $12,660,485 5.6%
3.
Vanguard Index Fds
 30,695 $9,847,290 4.36%
4.
Pacer Fds Tr
 136,155 $8,517,838 3.77%
5.
Nvidia Corp
 NVDA 48,186 $8,403,648 3.72%
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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