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Home > Institutional Investor > Strategic Wealth Designers > Profile

Instuitional Investor - Strategic Wealth Designers

Fund Profile
Filing Period:
Fund Name: Strategic Wealth Designers
Portfolio Value $824,745,951
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 2,256,234 $64,054,492 7.77%
2.
Vanguard Scottsdale Funds
 VCIT 631,125 $52,162,498 6.32%
3.
Exchange Listed Fds Tr - BANC US LARG ETF
 1,039,253 $38,497,967 4.67%
4.
Amazon Com Inc
 AMZN 121,847 $29,041,014 3.52%
5.
Apple Inc.
 AAPL 92,998 $26,909,920 3.26%
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.