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Home > Institutional Investor > Blue Rock Wealth Management Llc > Profile

Instuitional Investor - Blue Rock Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Blue Rock Wealth Management Llc
Portfolio Value $160,984,217
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 466,953 $15,231,995 9.46%
2.
Wisdomtree Tr
 124,199 $11,107,094 6.9%
3.
J P Morgan Exchange Traded F
 186,927 $10,864,197 6.75%
4.
Janus Detroit Str Tr - HENDRSN SHRT ETF
 204,226 $10,035,666 6.23%
5.
Ishares Trust
 VLUE 48,052 $9,544,088 5.93%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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