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 $70.1M across 71 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPDW ($5.0M, 7.15%), AAPL ($3.5M, 5.01%), SMMD ($3.1M, 4.45%), WDC ($3.0M, 4.31%), GOOGL ($2.7M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | $5.0M | 7.15% | 99,438 | Added |
| 2 | AAPL | APPLE INC | $3.5M | 5.01% | 12,140 | Trimmed |
| 3 | SMMD | ISHARES TR | $3.1M | 4.45% | 34,051 | Trimmed |
| 4 | WDC | WESTERN DIGITAL CORP | $3.0M | 4.31% | 4,735 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $2.7M | 3.80% | 7,455 | Trimmed |
| 6 | TSLA | TESLA INC | $2.6M | 3.71% | 6,189 | Added |
| 7 | BE | BLOOM ENERGY CORP | $2.5M | 3.53% | 8,166 | Added |
| 8 | NVDA | NVIDIA CORPORATION | $2.2M | 3.20% | 11,218 | Trimmed |
| 9 | MU | MICRON TECHNOLOGY INC | $2.1M | 3.04% | 1,846 | New |
| 10 | FV | FIRST TR EXCHANGE TRADED FD | $2.1M | 3.01% | 27,794 | Added |
| 11 | AMZN | AMAZON COM INC | $1.8M | 2.56% | 7,533 | Added |
| 12 | HYMB | SPDR SERIES TRUST | $1.7M | 2.42% | 66,625 | Added |
| 13 | HWM | HOWMET AEROSPACE INC | $1.5M | 2.12% | 5,532 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $1.4M | 2.05% | 3,860 | Added |
| 15 | TIGO | MILLICOM INTL CELLULAR S A | $1.4M | 2.03% | 15,659 | New |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $1.4M | 2.00% | 8,688 | Trimmed |
| 17 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.3M | 1.81% | 20,645 | Trimmed |
| 18 | META | META PLATFORMS INC | $1.3M | 1.81% | 2,258 | Trimmed |
| 19 | CW | CURTISS WRIGHT CORP | $1.3M | 1.80% | 1,661 | Trimmed |
| 20 | USMV | ISHARES TR | $1.3M | 1.80% | 13,081 | Added |
| 21 | HYLS | FIRST TR EXCHANGE-TRADED FD | $1.1M | 1.62% | 27,877 | Trimmed |
| 22 | CIEN | CIENA CORP | $1.0M | 1.49% | 2,133 | New |
| 23 | QQQ | INVESCO QQQ TR | $1.0M | 1.48% | 1,413 | Trimmed |
| 24 | WMT | WALMART INC | $1.0M | 1.46% | 9,011 | Trimmed |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $999,512 | 1.43% | 8,567 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30