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Home > Institutional Investor > Pensionmark Financial Group, Llc > Profile

Instuitional Investor - Pensionmark Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Pensionmark Financial Group, Llc
Portfolio Value $4,409,667,431
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 707,040 $145,063,546 3.29%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 223,470 $126,942,959 2.88%
3.
Microsoft Corp
 MSFT 222,977 $110,911,048 2.52%
4.
Spdr Series Trust
 1,257,410 $91,401,113 2.07%
5.
Ishares Trust
 IEF 744,016 $81,916,143 1.86%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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