Quaker Wealth Management, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $290 Million distributed in 841 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $60M, Vanguard Sht Term Corp Bd ETF with a value of $32.8M, Vanguard Whitehall Fds (Vangua with a value of $23.5M, Ishares Barclays with a value of $17.2M, and Ishares Barclays 20+ Year Trea with a value of $17.2M.
Examining the 13F form we can see an increase of $7.81M in the current position value, from $282M to 290M.
Below you can find more details about Quaker Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$290 Million
ETFs: $250 Million
Technology: $13.1 Million
Healthcare: $7.13 Million
Consumer Cyclical: $7.07 Million
Industrials: $3.34 Million
Communication Services: $3 Million
Financial Services: $2.47 Million
Consumer Defensive: $1.77 Million
Other: $2.54 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions