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.
QTR Family Wealth, LLC (CIK 2067954) reported $240.1M across 287 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($10.0M, 4.17%), AAPL ($8.7M, 3.64%), GOOG ($7.6M, 3.16%), MSFT ($7.2M, 3.00%), TSLA ($6.1M, 2.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $10.0M | 4.17% | 50,997 | Added |
| 2 | AAPL | APPLE INC | $8.7M | 3.64% | 33,777 | Trimmed |
| 3 | GOOG | ALPHABET INC | $7.6M | 3.16% | 22,923 | Added |
| 4 | MSFT | MICROSOFT CORP | $7.2M | 3.00% | 18,328 | Added |
| 5 | TSLA | TESLA INC | $6.1M | 2.54% | 16,757 | Added |
| 6 | AMZN | AMAZON COM INC | $6.0M | 2.48% | 23,915 | Added |
| 7 | ABL | ABACUS GLOBAL MGMT INC | $5.5M | 2.28% | 628,578 | Hold |
| 8 | VOO | VANGUARD INDEX FDS | $5.5M | 2.27% | 8,546 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $5.1M | 2.13% | 15,330 | Added |
| 10 | QQQ | INVESCO QQQ TR | $4.7M | 1.97% | 7,508 | Added |
| 11 | AVGO | BROADCOM INC | $4.5M | 1.88% | 11,874 | Added |
| 12 | BHVN | BIOHAVEN LTD | $3.5M | 1.46% | 335,980 | Added |
| 13 | PLTR | PALANTIR TECHNOLOGIES INC | $3.3M | 1.36% | 23,996 | Added |
| 14 | JAAA | JANUS DETROIT STR TR | $3.0M | 1.24% | 58,984 | Added |
| 15 | BXSL | BLACKSTONE SECD LENDING FD | $2.9M | 1.21% | 120,082 | Added |
| 16 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $2.8M | 1.17% | 43,284 | Trimmed |
| 17 | META | META PLATFORMS INC | $2.8M | 1.16% | 4,204 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.6M | 1.07% | 5,362 | Added |
| 19 | XOM | EXXON MOBIL CORP | $2.5M | 1.06% | 17,039 | Added |
| 20 | MU | MICRON TECHNOLOGY INC | $2.4M | 1.02% | 5,260 | Added |
| 21 | IBIT | ISHARES BITCOIN TRUST ETF | $2.4M | 1.00% | 56,916 | Trimmed |
| 22 | JSI | JANUS DETROIT STR TR | $2.3M | 0.98% | 45,113 | Added |
| 23 | UPS | UNITED PARCEL SVCS INC | $2.3M | 0.97% | 22,584 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $2.3M | 0.94% | 7,266 | Trimmed |
| 25 | WMT | WALMART INC | $2.1M | 0.90% | 17,185 | Added |
Source: SEC Form 13F filings · as of 2026-03-31