Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Quadrant Private Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Quadrant Private Wealth Management, LLC (CIK 1727454) reported $646.3M across 281 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($54.8M, 8.47%), ($31.8M, 4.92%), SPLG ($18.6M, 2.88%), IVE ($14.9M, 2.30%), GOOG ($14.5M, 2.24%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1NVDANVIDIA CORPORATION$54.8M8.47%314,013Added
2BLUEROCK PVT REAL ESTATE FD$31.8M4.92%1.9MAdded
3SPLGSPDR SERIES TRUST$18.6M2.88%243,181Added
4IVEISHARES TR$14.9M2.30%70,489Trimmed
5GOOGALPHABET INC$14.5M2.24%50,552Added
6METAMETA PLATFORMS INC$12.9M2.00%22,562Added
7TLTISHARES TR$12.0M1.86%138,391Added
8MSFTMICROSOFT CORP$11.6M1.80%31,367Added
9IVWISHARES TR$11.5M1.77%101,367Added
10AVGOBROADCOM INC$10.6M1.65%34,366Added
11DYNFBLACKROCK ETF TRUST$10.6M1.64%182,707Trimmed
12XOMEXXON MOBIL CORP$9.8M1.52%57,793Added
13SPYSTATE STR SPDR S&P 500 ETF T$9.4M1.45%14,404Added
14NFLXNETFLIX INC.$9.3M1.43%96,388Added
15SNOWSNOWFLAKE INC$8.9M1.38%59,168Added
16EFVISHARES TR$8.7M1.35%116,996Added
17PAVEGLOBAL X FDS$7.8M1.21%153,554Added
18GOOGLALPHABET INC$7.8M1.21%27,213Added
19PNCPNC FINL SVCS GROUP INC$7.4M1.14%35,466Trimmed
20IEMGISHARES INC$7.3M1.14%105,234Trimmed
21COROBLACKROCK ETF TRUST$6.1M0.94%189,022New
22CRWVCOREWEAVE INC$6.0M0.93%77,766Added
23BAIBLACKROCK ETF TRUST$6.0M0.93%182,940Added
24VTIVANGUARD INDEX FDS$6.0M0.92%18,611Added
25JNJJOHNSON & JOHNSON$5.5M0.85%22,377Added

Source: SEC Form 13F filings · as of 2026-03-31