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Home > Institutional Investor > Tripletail Wealth Management, Llc > Profile

Instuitional Investor - Tripletail Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Tripletail Wealth Management, Llc
Portfolio Value $86,906,483
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Jbt Marel Corp
 JBTM 114,615 $16,714,305 19.23%
2.
Nvidia Corp
 NVDA 22,565 $4,396,339 5.06%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 15,367 $3,302,522 3.8%
4.
Apple Inc.
 AAPL 8,383 $2,587,245 2.98%
5.
Pgim Etf Tr - PGIM ULTRA SH BD
 42,019 $2,082,882 2.4%
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.