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Home > Institutional Investor > High Note Wealth, Llc > Profile

Instuitional Investor - High Note Wealth, Llc

Fund Profile
Filing Period:
Fund Name: High Note Wealth, Llc
Portfolio Value $508,814,681
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 82,605 $53,958,163 10.6%
2.
Ishares Esg Aware Msci Eafe Etf - ETF
 314,519 $30,074,335 5.91%
3.
Schwab Strategic Trust
 SCHD 903,908 $27,984,984 5.5%
4.
Sector Spdr Trust
 XLE 184,550 $24,526,632 4.82%
5.
Xtrackers Msci Eafe Hedged Equity Etf - ETF
 432,988 $21,389,628 4.2%
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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