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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 $221,520,076
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 146,781 $34,819,396 15.71%
2.
Vanguard Tax-Managed Fds
 471,378 $22,579,000 10.19%
3.
Berkshire Hathaway Inc
 BRK.A 46,981 $16,756,243 7.56%
4.
Apple Inc.
 AAPL 78,346 $15,083,965 6.8%
5.
Ishares Trust
 IEF 117,228 $8,833,125 3.98%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)