Qtr Family Wealth, LLC Portfolio Holdings
Qtr Family Wealth, LLC
- $211 Billion
- Q3 2025
Qtr Family Wealth, LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $211 Billion distributed in 255 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.37B, Apple Inc. with a value of $8.47B, Microsoft Corp with a value of $8.4B, Tesla, Inc. with a value of $6.99B, and Ishares Bitcoin Trust ETF with a value of $6.15B.
Examining the 13F form we can see an increase of $49.3B in the current position value, from $161B to 211B.
Qtr Family Wealth, LLC is based out at Lake Mary, FL
Below you can find more details about Qtr Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$211 Billion
Technology: $50.1 Billion
ETFs: $41.8 Billion
Financial Services: $19.8 Billion
Consumer Cyclical: $19 Billion
Communication Services: $14.9 Billion
Healthcare: $11.3 Billion
Industrials: $8.7 Billion
Energy: $6.5 Billion
Other: $7.92 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 255
- Current Value $211 Billion
- Prior Value $161 Billion
- Filing
- Period Q3 2025
- Filing Date October 29, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 77 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 61 stocks