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Home > Institutional Investor > Owl Creek Wealth Partners Llc > Profile

Instuitional Investor - Owl Creek Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Owl Creek Wealth Partners Llc
Portfolio Value $341,797,685
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 480,458 $39,368,710 11.52%
2.
Spdr Series Trust
 KRE 392,903 $35,671,668 10.44%
3.
Schwab Strategic Trust
 SCHD 778,325 $21,559,609 6.31%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 31,265 $21,472,907 6.28%
5.
Dimensional Etf Trust
 DFAC 459,493 $18,954,083 5.55%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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