Quotient Wealth Partners, LLC Portfolio Holdings

Quotient Wealth Partners, LLC

  • $3.65 Trillion
  • Q3 2025

Quotient Wealth Partners, LLC has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.65 Trillion distributed in 358 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $389B, Spdr Portfolio with a value of $369B, Spdr Portfolio S&P 500 Value E with a value of $252B, Fcf Us Quality ETF with a value of $228B, and Ishares Core U.S. Aggregate Bo with a value of $218B.

Examining the 13F form we can see an increase of $253B in the current position value, from $3.4T to 3.65T.

Quotient Wealth Partners, LLC is based out at Houston, TX

Below you can find more details about Quotient Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.65 Trillion
Energy: $100 Billion
Technology: $98 Billion
Financial Services: $39.6 Billion
Communication Services: $27.8 Billion
Consumer Cyclical: $27 Billion
Industrials: $26.5 Billion
Healthcare: $20.3 Billion
Consumer Defensive: $12.3 Billion
Other: $16.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$674 Million 0.02% of portfolio
4,052
Q3 2025 Reduced 2.55%
$89.7B
$758 Million 0.02% of portfolio
3,763
Q3 2025 Added 11.46%
$0
$566 Million 0.02% of portfolio
1,406
Q3 2025 Added 0.14%
$45.2B
$872 Million 0.02% of portfolio
14,605
Q3 2025 Reduced 0.34%
Arista Networks Inc
-
$612 Million 0.02% of portfolio
-
Q3 2025 Added 5.13%
$0
$819 Million 0.02% of portfolio
11,011
Q3 2025 Added 223.09%
$130B
$611 Million 0.02% of portfolio
1,719
Q3 2025 Added 1.96%
$115B
$562 Million 0.02% of portfolio
1,145
Q3 2025 Added 3.71%
$120B
$558 Million 0.02% of portfolio
17,749
Q3 2025 Reduced 13.3%
$270B
$835 Million 0.02% of portfolio
5,251
Q3 2025 Added 3.33%
$97.3B
$732 Million 0.02% of portfolio
8,651
Q3 2025 Reduced 15.37%
$204B
$703 Million 0.02% of portfolio
5,008
Q3 2025 Added 21.23%
$132B
$596 Million 0.02% of portfolio
2,830
Q3 2025 Added 24.01%
$79.2B
$597 Million 0.02% of portfolio
8,566
Q3 2025 Added 6.12%
$85.9B
$671 Million 0.02% of portfolio
3,037
Q3 2025 Reduced 4.74%
$237B
$812 Million 0.02% of portfolio
5,009
Q3 2025 Reduced 3.58%
$300B
$836 Million 0.02% of portfolio
2,422
Q3 2025 Added 0.92%
$54.4B
$639 Million 0.02% of portfolio
2,064
Q3 2025 Added 21.84%
$168B
$802 Million 0.02% of portfolio
10,625
Q3 2025 Added 2.51%
$144B
$650 Million 0.02% of portfolio
1,421
Q3 2025 Reduced 2.94%
$136B
$777 Million 0.02% of portfolio
3,289
Q3 2025 Added 3.56%
$3.45B
$800 Million 0.02% of portfolio
45,409
Q3 2025 Reduced 0.01%
$190B
$802 Million 0.02% of portfolio
7,906
Q3 2025 Added 3.08%
$169B
$701 Million 0.02% of portfolio
761
Q3 2025 Reduced 2.69%
$193B
$731 Million 0.02% of portfolio
1,634
Q3 2025 Reduced 8.77%
$118B
$591 Million 0.02% of portfolio
2,406
Q3 2025 Added 7.8%
$0
$839 Million 0.02% of portfolio
12,849
Q3 2025 Reduced 0.33%
$0
$830 Million 0.02% of portfolio
33,309
Q3 2025 Reduced 53.16%
$141B
$464 Million 0.01% of portfolio
18,201
Q3 2025 Added 19.85%
$35.1B
$232 Million 0.01% of portfolio
3,820
Q3 2025 Reduced 8.87%
$111B
$363 Million 0.01% of portfolio
926
Q3 2025 Reduced 13.54%
$61.4B
$523 Million 0.01% of portfolio
1,262
Q3 2025 Reduced 2.17%
$32.7B
$251 Million 0.01% of portfolio
1,662
Q3 2025 Added 1.53%
$37.3B
$312 Million 0.01% of portfolio
1,013
Q3 2025 Reduced 6.12%
$39.9B
$225 Million 0.01% of portfolio
2,167
Q3 2025 Reduced 8.64%
$114B
$246 Million 0.01% of portfolio
2,149
Q3 2025 New
$107B
$510 Million 0.01% of portfolio
673
Q3 2025 Reduced 1.75%
$71.6B
$275 Million 0.01% of portfolio
4,097
Q3 2025 Reduced 6.12%
$132B
$474 Million 0.01% of portfolio
1,918
Q3 2025 Reduced 0.88%
$37B
$532 Million 0.01% of portfolio
5,813
Q3 2025 Reduced 3.77%
$55.9B
$285 Million 0.01% of portfolio
14,613
Q3 2025 Added 20.93%
$55.6B
$432 Million 0.01% of portfolio
2,954
Q3 2025 Reduced 32.73%
$6.15B
$232 Million 0.01% of portfolio
4,082
Q3 2025 Reduced 2.55%
$74.3B
$538 Million 0.01% of portfolio
2,676
Q3 2025 Reduced 2.9%
$89.8B
$440 Million 0.01% of portfolio
2,472
Q3 2025 Reduced 4.67%
$74.3B
$546 Million 0.01% of portfolio
8,614
Q3 2025 Reduced 7.01%
$48.1B
$272 Million 0.01% of portfolio
940
Q3 2025 Reduced 10.82%
$0
$208 Million 0.01% of portfolio
2,015
Q3 2025 New
$222B
$470 Million 0.01% of portfolio
968
Q3 2025 Added 6.37%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $3.65 Trillion
  • Prior Value $3.4 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date October 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 151 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 171 stocks
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