Institutions / Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC
CIK 2004904 · Institution · as of Dec 31, 2025
Portfolio value
$3.76B
Positions
353
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 353 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $521.69M | 13.9% |
| SPDR Ser Tr | $393.53M | 10.5% |
| iShares Tr | $231.87M | 6.2% |
| Fidelity Merrimack Str Tr | $225.24M | 6.0% |
| iShares Tr | $211.76M | 5.6% |
| SPDR Ser Tr | $202.68M | 5.4% |
| BlackRock ETF Trust II | $193.67M | 5.2% |
| iShares Tr | $143.53M | 3.8% |
| Trimtabs ETF Tr | $139.83M | 3.7% |
| iShares Inc | $131.76M | 3.5% |
| iShares Tr | $130.86M | 3.5% |
| iShares MSCI UAE ETF | $108.92M | 2.9% |
| Exxon Mobil Corp | $70.30M | 1.9% |
| iShares MSCI UAE ETF | $68.99M | 1.8% |
| Fidelity Covington Trust | $66.76M | 1.8% |
| Select Sector SPDR Tr | $65.80M | 1.8% |
| iShares Tr | $65.40M | 1.7% |
| Tcw Transform ETF Trust | $63.62M | 1.7% |
| iShares Tr | $63.33M | 1.7% |
| iShares Tr | $49.97M | 1.3% |
| BlackRock ETF Trust | $32.72M | 0.9% |
| iShares Tr | $30.53M | 0.8% |
| Vanguard Mun Bd Fds | $23.75M | 0.6% |
| Apple Inc. | $22.17M | 0.6% |
| Vanguard Index Fds | $21.17M | 0.6% |
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.