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Showing Q4 2023 data
EisnerAmper Wealth Management Corporate Benefits, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
EisnerAmper Wealth Management Corporate Benefits, LLC
•CIK: 1624809•Filing: Q4 2023
EisnerAmper Wealth Management Corporate Benefits, LLC manages $274M across a diversified portfolio of 67 holdings. The strategy exhibits a clear tilt toward income and quality, evidenced by significant allocations to fixed income and dividend-focused ETFs. Top positions include AGG at $46.5M, followed by VIG ($20.4M) and IVV ($13.7M). This structure suggests a focus on capital preservation and reliable yield generation for institutional clients.
Total AUM
$273.7M
QoQ Performance
N/A
Positions
67
Top 10 Concentration
56.9%
Latest Filing
Q4 2023
Top Holdings Allocation
AGG
VIG
AGG17.0%
VIG7.4%
IVV5.0%
IVW4.8%
VIGI4.7%
SDY3.9%
DGS3.7%
DGRW3.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other94.9%
ETF5.1%