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Home > Institutional Investor > Lake Hills Wealth Management, Llc > Profile

Instuitional Investor - Lake Hills Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Lake Hills Wealth Management, Llc
Portfolio Value $178,808,683
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 32,870 $19,641,469 10.98%
2.
Spdr Gold Trust
 GLD 40,051 $17,233,545 9.64%
3.
Spdr Series Trust
 91,973 $11,747,711 6.57%
4.
Ishares Trust
 IEF 32,033 $10,527,966 5.89%
5.
Ishares Tr
 76,419 $9,063,293 5.07%
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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