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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 $154,084,034
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 101,058 $9,270,073 6.02%
2.
Vaneck Etf Trust
 83,977 $7,390,019 4.8%
3.
Ishares Trust
 IEF 66,467 $6,574,940 4.27%
4.
Ishares Trust
 IEF 47,251 $4,301,242 2.79%
5.
Nvidia Corp
 NVDA 30,678 $3,324,901 2.16%
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)