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Home > Institutional Investor > Napa Wealth Management > 13F Holdings

Instuitional Investor - Napa Wealth Management

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Simplify Exchange Traded Fun
 282,306 $8,356,258 4.7%
2.
Neos Etf Trust
 154,771 $7,681,285 4.32%
3.
Ea Series Trust
 177,034 $5,507,723 3.1%
4.
Invesco Actively Managed Exc - ULTRA SHRT DUR
 94,674 $4,745,061 2.67%
5.
Ishares Gold Tr
 149,777 $4,668,549 2.63%
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)