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

Instuitional Investor - Gilpin Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Gilpin Wealth Management, Llc
Portfolio Value $126,277,860
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 37,267 $5,298,995 4.2%
2.
Nvidia Corp
 NVDA 26,637 $4,645,493 3.68%
3.
Vanguard Index Fds
 11,602 $3,722,038 2.95%
4.
Ishares Trust
 IEF 5,658 $3,695,863 2.93%
5.
Vanguard Index Fds - EXTEND MKT ETF
 15,755 $3,242,379 2.57%
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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