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

Instuitional Investor - Brophy Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Brophy Wealth Management, Llc
Portfolio Value $279,409,973
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 69,532 $22,385,827 8.01%
2.
Vanguard World Fd - MEGA CAP VAL ETF
 130,530 $16,744,388 5.99%
3.
Apple Inc.
 AAPL 41,744 $9,726,236 3.48%
4.
Microsoft Corp
 MSFT 22,562 $9,708,508 3.47%
5.
Ishares Tr - US TREAS BD ETF
 368,818 $8,648,782 3.1%
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)