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Home > Institutional Investor > Monterey Private Wealth, Inc. > Profile

Instuitional Investor - Monterey Private Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Monterey Private Wealth, Inc.
Portfolio Value $339,471,640
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 192,454 $52,894,070 15.58%
2.
Vanguard Tax-Managed Fds
 759,112 $38,585,655 11.37%
3.
Berkshire Hathaway Inc
 BRK.A 42 $33,534,547 9.88%
4.
Berkshire Hathaway Inc
 BRK.A 37,157 $19,789,075 5.83%
5.
Apple Inc.
 AAPL 78,143 $17,357,933 5.11%
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)