Institutions / Quattro Financial Advisors LLC
Quattro Financial Advisors LLC
CIK 1705929 · Institution · as of Dec 31, 2025
Portfolio value
$334.96M
Positions
81
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 81 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exchange Traded Fd | $27.76M | 8.3% |
| Microsoft Corp | $26.31M | 7.9% |
| Amazon.com Inc | $24.55M | 7.3% |
| Invesco Qqq Tr | $21.97M | 6.6% |
| iShares Bitcoin Trust ETF | $13.55M | 4.0% |
| Invesco Exchange Traded Fd | $12.08M | 3.6% |
| Meta Platforms Inc | $10.73M | 3.2% |
| Vanguard Tax-Managed Fds | $10.67M | 3.2% |
| Alphabet Inc. | $9.35M | 2.8% |
| Salesforce Inc | $9.27M | 2.8% |
| Vanguard Scottsdale Fds | $8.21M | 2.5% |
| Warren E. Buffett | $8.19M | 2.4% |
| SPDR Series Trust | $7.20M | 2.1% |
| iShares Tr | $7.07M | 2.1% |
| iShares Tr | $6.83M | 2.0% |
| iShares Tr | $6.66M | 2.0% |
| SPDR Gold Tr | $5.99M | 1.8% |
| Vanguard Index Fds | $5.96M | 1.8% |
| Vanguard World Fd | $5.62M | 1.7% |
| iShares Inc | $5.61M | 1.7% |
| Vanguard Scottsdale Fds | $5.56M | 1.7% |
| Agnico Eagle Mines Ltd | $5.21M | 1.6% |
| iShares Tr | $4.66M | 1.4% |
| Global X Fds | $4.11M | 1.2% |
| Freeport-McMoran Inc | $3.95M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.