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Home > Institutional Investor > Prentice Wealth Management Llc > Profile

Instuitional Investor - Prentice Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Prentice Wealth Management Llc
Portfolio Value $437,635,698
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 210,219 $70,480,211 16.1%
2.
Ishares Trust
 IEF 605,243 $60,451,697 13.81%
3.
Vanguard Intl Equity Index Funds
 VWO 280,682 $39,592,946 9.05%
4.
Schwab Strategic Trust
 FNDF 1,115,313 $29,544,631 6.75%
5.
Invesco Exchange Traded Fd T - S&P 100 EQL WIGH
 146,049 $17,257,109 3.94%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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