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Home > Institutional Investor > Tyler-stone Wealth Management > Profile

Instuitional Investor - Tyler-stone Wealth Management

Fund Profile
Filing Period:
Fund Name: Tyler-stone Wealth Management
Portfolio Value $621,020,499
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 304,913 $48,173,273 7.76%
2.
Wisdomtree Tr
 314,479 $26,334,530 4.24%
3.
Apple Inc.
 AAPL 111,121 $22,798,712 3.67%
4.
Ishares Trust
 IEF 36,010 $22,358,713 3.6%
5.
Parker-Hannifin Corp
 PH 27,779 $19,402,973 3.12%
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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