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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 $6,038,798,684
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 778,238 $198,898,568 3.29%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 236,304 $143,353,872 2.37%
3.
Microsoft Corp
 MSFT 262,135 $97,097,945 1.61%
4.
Vanguard Bond Index Funds
 BND 1,173,676 $91,988,691 1.52%
5.
Spdr Series Trust
 KRE 1,172,238 $89,838,882 1.49%
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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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.