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Home > Institutional Investor > Lumature Wealth Partners, Llc > Profile

Instuitional Investor - Lumature Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Lumature Wealth Partners, Llc
Portfolio Value $168,399,854
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Broadstone Net Lease Inc.
 BNL 760,650 $11,744,442 6.97%
2.
Ishares Trust
 IEF 20,723 $9,236,485 5.48%
3.
Vanguard Index Fds - GROWTH ETF
 29,503 $8,348,289 4.95%
4.
Vanguard Index Fds - VALUE ETF
 46,398 $6,593,225 3.91%
5.
Ishares Tr - CORE MSCI EAFE
 84,590 $5,709,844 3.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)