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Home > Institutional Investor > Payne Capital Llc > 13F Holdings

Instuitional Investor - Payne Capital Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 453,237 $11,621,012 10.67%
2.
Schwab Strategic Trust
 FNDF 294,210 $7,328,779 6.73%
3.
Vanguard Value Etf - ETF
 37,113 $7,281,570 6.69%
4.
Schwab Strategic Trust
 FNDF 236,418 $7,253,304 6.66%
5.
Microsoft Corp
 MSFT 15,108 $5,592,812 5.13%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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