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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$490B
$70.5 Billion 1.93% of portfolio
625,479
Q3 2025 Reduced 0.74%
$4.3T
$20 Billion 0.55% of portfolio
78,703
Q3 2025 Added 5.38%
$465B
$19.3 Billion 0.53% of portfolio
103,247
Q3 2025 Added 6.02%
$3.78T
$18.3 Billion 0.5% of portfolio
35,377
Q3 2025 Added 2.29%
$2.39T
$8.54 Billion 0.23% of portfolio
38,880
Q3 2025 Added 5.83%
$1.65T
$7.82 Billion 0.21% of portfolio
32,169
Q3 2025 Reduced 0.29%
$303B
$7.19 Billion 0.2% of portfolio
46,271
Q3 2025 Added 12.3%
$1.37T
$6.81 Billion 0.19% of portfolio
9,275
Q3 2025 Added 5.85%
$139B
$6.21 Billion 0.17% of portfolio
18,821
Q3 2025 Added 2.34%
$1.29T
$6.32 Billion 0.17% of portfolio
14,211
Q3 2025 Added 5.51%
$662B
$5.92 Billion 0.16% of portfolio
11,768
Q3 2025 Reduced 0.88%
$791M
$5.44 Billion 0.15% of portfolio
96,557
Q2 2025 Added 41.03%
$68.5B
$5.01 Billion 0.14% of portfolio
36,862
Q3 2025 Reduced 7.01%
$881B
$4.64 Billion 0.13% of portfolio
14,704
Q3 2025 Added 3.43%
$265B
$4.66 Billion 0.13% of portfolio
5,853
Q3 2025 Added 2.61%
$1.74T
$4.29 Billion 0.12% of portfolio
17,619
Q3 2025 Added 5.6%
$113B
$3.9 Billion 0.11% of portfolio
41,262
Q3 2025 Reduced 1.05%
$177B
$3.71 Billion 0.1% of portfolio
20,202
Q3 2025 Reduced 1.65%
$258B
$3.13 Billion 0.09% of portfolio
18,694
Q3 2025 Reduced 23.32%
$123B
$3.13 Billion 0.09% of portfolio
6,266
Q3 2025 Reduced 0.93%
$533B
$3.28 Billion 0.09% of portfolio
9,604
Q3 2025 Reduced 7.84%
$404B
$3.03 Billion 0.08% of portfolio
3,273
Q3 2025 Added 32.46%
$971B
$2.81 Billion 0.08% of portfolio
3,683
Q3 2025 Reduced 1.15%
$367B
$2.66 Billion 0.07% of portfolio
6,559
Q3 2025 Reduced 7.0%
$593B
$2.49 Billion 0.07% of portfolio
8,862
Q3 2025 Reduced 12.36%
$49.1B
$2.68 Billion 0.07% of portfolio
2,233
Q3 2025 Added 4.44%
$512B
$2.69 Billion 0.07% of portfolio
4,722
Q3 2025 Reduced 4.88%
$522B
$2.48 Billion 0.07% of portfolio
13,372
Q3 2025 Added 7.18%
$279B
$2.52 Billion 0.07% of portfolio
24,435
Q3 2025 Added 3.46%
$413B
$2.19 Billion 0.06% of portfolio
42,450
Q3 2025 Added 3.14%
$112B
$2.13 Billion 0.06% of portfolio
61,946
Q3 2025 Added 0.07%
$342B
$2.26 Billion 0.06% of portfolio
12,403
Q3 2025 Added 2.72%
$44.1B
$2.01 Billion 0.06% of portfolio
24,950
Q3 2025 Added 0.2%
$414B
$1.9 Billion 0.05% of portfolio
8,199
Q3 2025 Reduced 0.27%
$61.4B
$1.83 Billion 0.05% of portfolio
8,978
Q3 2025 Added 1.07%
$328B
$1.66 Billion 0.05% of portfolio
5,517
Q3 2025 Added 0.04%
$346B
$1.84 Billion 0.05% of portfolio
11,962
Q3 2025 Reduced 8.68%
$52.4B
$1.37 Billion 0.04% of portfolio
39,766
Q3 2025 Reduced 9.78%
$266B
$1.55 Billion 0.04% of portfolio
5,489
Q3 2025 Reduced 3.33%
$182B
$1.47 Billion 0.04% of portfolio
2,153
Q3 2025 Reduced 6.8%
$291B
$1.31 Billion 0.04% of portfolio
2,756
Q3 2025 Reduced 2.61%
$172B
$1.49 Billion 0.04% of portfolio
33,874
Q3 2025 Reduced 2.48%
$181B
$1.38 Billion 0.04% of portfolio
48,783
Q3 2025 Added 0.42%
$27.7B
$1.63 Billion 0.04% of portfolio
19,293
Q3 2025 Reduced 7.45%
$388B
$1.49 Billion 0.04% of portfolio
9,229
Q3 2025 Added 24.13%
$79.6B
$963 Million 0.03% of portfolio
7,784
Q3 2025 Reduced 14.0%
$306B
$1.04 Billion 0.03% of portfolio
15,677
Q3 2025 Reduced 2.54%
$255B
$1.01 Billion 0.03% of portfolio
3,035
Q3 2025 Added 2.81%
$317B
$1.25 Billion 0.03% of portfolio
14,969
Q3 2025 Added 2.63%

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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