Institutions / QTR Family Wealth, LLC
QTR Family Wealth, LLC
CIK 2067954 · Institution · as of Dec 31, 2025
Portfolio value
$227.13M
Positions
277
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 277 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $9.53M | 4.2% |
| NVIDIA Corp | $9.22M | 4.1% |
| Alphabet Inc. | $7.22M | 3.2% |
| Tesla Inc | $6.90M | 3.0% |
| Microsoft Corp | $6.73M | 3.0% |
| Vanguard Index Fds | $5.80M | 2.6% |
| Abacus Global Management, Inc.ABX | $5.11M | 2.2% |
| Amazon.com Inc | $4.92M | 2.2% |
| Alphabet Inc. | $4.60M | 2.0% |
| Invesco Qqq Tr | $4.28M | 1.9% |
| Biohaven Ltd. | $4.08M | 1.8% |
| iShares Bitcoin Trust ETF | $3.58M | 1.6% |
| Broadcom Inc. | $3.50M | 1.5% |
| Janus Detroit Str Tr | $2.91M | 1.3% |
| Palantir Technologies Inc | $2.77M | 1.2% |
| Fidelity Wise Origin Bitcoin | $2.75M | 1.2% |
| United Parcel Service Inc | $2.71M | 1.2% |
| Meta Platforms Inc | $2.70M | 1.2% |
| Exxon Mobil Corp | $2.51M | 1.1% |
| Blackstone Secured Lending FundBXSL | $2.49M | 1.1% |
| Warren E. Buffett | $2.41M | 1.1% |
| JPMorgan Chase & Co | $2.37M | 1.0% |
| Janus Detroit Str Tr | $2.27M | 1.0% |
| Pacer Fds Tr | $2.22M | 1.0% |
| Walmart Inc. | $2.15M | 0.9% |
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.