Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
QP WEALTH MANAGEMENT, LLC (CIK 1802496) reported $58.4M across 65 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPDW ($4.3M, 7.30%), AAPL ($3.1M, 5.29%), NVDA ($3.1M, 5.23%), SMMD ($2.6M, 4.49%), TSLA ($2.3M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $4.3M | 7.30% | 93,281 | Trimmed |
| 2 | AAPL | APPLE INC | $3.1M | 5.29% | 12,174 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $3.1M | 5.23% | 17,489 | Trimmed |
| 4 | SMMD | ISHARES TR | $2.6M | 4.49% | 34,313 | Trimmed |
| 5 | TSLA | TESLA INC | $2.3M | 3.92% | 6,153 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $2.2M | 3.73% | 7,577 | Trimmed |
| 7 | LITE | LUMENTUM HLDGS INC | $1.9M | 3.32% | 2,761 | Trimmed |
| 8 | FV | FIRST TR EXCHANGE TRADED FD | $1.7M | 2.87% | 27,755 | Trimmed |
| 9 | HYMB | SPDR SERIES TRUST | $1.6M | 2.79% | 65,584 | Added |
| 10 | META | META PLATFORMS INC | $1.5M | 2.54% | 2,592 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $1.4M | 2.41% | 6,760 | Trimmed |
| 12 | HWM | HOWMET AEROSPACE INC | $1.3M | 2.28% | 5,784 | Trimmed |
| 13 | WDC | WESTERN DIGITAL CORP | $1.3M | 2.24% | 4,826 | Added |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $1.3M | 2.17% | 8,654 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $1.3M | 2.17% | 3,419 | Trimmed |
| 16 | CW | CURTISS WRIGHT CORP | $1.2M | 2.10% | 1,798 | New |
| 17 | GE | GE AEROSPACE | $1.2M | 2.07% | 4,248 | Trimmed |
| 18 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.2M | 2.01% | 21,095 | Trimmed |
| 19 | HYLS | FIRST TR EXCHANGE-TRADED FD | $1.1M | 1.95% | 27,986 | Trimmed |
| 20 | USMV | ISHARES TR | $1.1M | 1.94% | 12,228 | New |
| 21 | WMT | WALMART INC | $1.1M | 1.93% | 9,079 | Trimmed |
| 22 | BE | BLOOM ENERGY CORP | $1.1M | 1.87% | 8,067 | New |
| 23 | SPMO | INVESCO EXCH TRADED FD TR II | $1.0M | 1.74% | 9,060 | Trimmed |
| 24 | FPEI | FIRST TR EXCH TRADED FD III | $984,390 | 1.69% | 51,810 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR | $903,864 | 1.55% | 1,566 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31