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Home > Institutional Investor > Boomfish Wealth Group, Llc > Profile

Instuitional Investor - Boomfish Wealth Group, Llc

Fund Profile
Filing Period:
Fund Name: Boomfish Wealth Group, Llc
Portfolio Value $164,828,163
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 110,183 $10,074,004 6.11%
2.
Vaneck Etf Trust
 88,109 $8,169,953 4.95%
3.
Ishares Trust
 IEF 65,919 $6,387,582 3.87%
4.
Ishares Trust
 IEF 46,954 $4,100,532 2.48%
5.
Nvidia Corp
 NVDA 29,255 $3,928,678 2.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)