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Home > Institutional Investor > Feltz Wealth Plan Inc. > Profile

Instuitional Investor - Feltz Wealth Plan Inc.

Fund Profile
Filing Period:
Fund Name: Feltz Wealth Plan Inc.
Portfolio Value $517,553,344
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 156,423 $39,698,477 7.67%
2.
Berkshire Hathaway Inc
 BRK-B 66,603 $31,916,038 6.17%
3.
Ishares Trust
 IEF 31,516 $20,586,782 3.98%
4.
Ishares Tr
 215,150 $15,099,230 2.92%
5.
First Tr Exchng Traded Fd Vi
 335,657 $11,335,129 2.19%
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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