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Home > Institutional Investor > Crestmont Private Wealth Llc > Profile

Instuitional Investor - Crestmont Private Wealth Llc

Fund Profile
Filing Period:
Fund Name: Crestmont Private Wealth Llc
Portfolio Value $230,997,750
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 101,141 $56,830,941 24.6%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 92,452 $47,512,225 20.57%
3.
Pimco Etf Trust
 1,079,709 $28,450,332 12.32%
4.
Vanguard Intl Equity Index Funds
 VWO 287,987 $13,034,292 5.64%
5.
Vanguard Tax-Managed Fds
 245,430 $12,475,207 5.4%
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)