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Home > Institutional Investor > Fountainhead Am, Llc > Profile

Instuitional Investor - Fountainhead Am, Llc

Fund Profile
Filing Period:
Fund Name: Fountainhead Am, Llc
Portfolio Value $67,521,098
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 12,335 $4,606,394 6.82%
2.
Vanguard Index Fds - LARGE CAP ETF
 14,316 $4,506,743 6.67%
3.
Ishares Trust
 IEF 5,195 $3,558,484 5.27%
4.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 60,728 $3,072,218 4.55%
5.
Ishares Trust
 IEF 24,649 $2,962,375 4.39%
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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