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.
Quaker Wealth Management, LLC (CIK 1733472) reported $320.1M across 964 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($54.0M, 16.87%), VCSH ($33.6M, 10.50%), VYM ($26.4M, 8.24%), IEF ($18.0M, 5.61%), TLT ($17.7M, 5.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $54.0M | 16.87% | 168,373 | Added |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $33.6M | 10.50% | 424,054 | Added |
| 3 | VYM | VANGUARD WHITEHALL FDS | $26.4M | 8.24% | 178,093 | Added |
| 4 | IEF | ISHARES TR | $18.0M | 5.61% | 188,165 | Added |
| 5 | TLT | ISHARES TR | $17.7M | 5.53% | 204,130 | Added |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | $15.1M | 4.71% | 182,102 | Added |
| 7 | JSI | JANUS DETROIT STR TR | $14.4M | 4.50% | 279,760 | Added |
| 8 | BIL | SPDR SERIES TRUST | $10.2M | 3.18% | 110,966 | Added |
| 9 | VGT | VANGUARD WORLD FD | $9.8M | 3.05% | 14,009 | Trimmed |
| 10 | VYMI | VANGUARD WHITEHALL FDS | $9.7M | 3.02% | 102,538 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $9.0M | 2.82% | 20,663 | Added |
| 12 | SGOV | ISHARES TR | $9.0M | 2.82% | 89,693 | Added |
| 13 | PPA | INVESCO EXCHANGE TRADED FD T | $7.7M | 2.41% | 46,596 | Added |
| 14 | MAGS | LISTED FDS TR | $7.2M | 2.24% | 123,927 | New |
| 15 | VB | VANGUARD INDEX FDS | $7.0M | 2.19% | 26,814 | Added |
| 16 | AAPL | APPLE INC | $7.0M | 2.18% | 27,478 | Added |
| 17 | VOX | VANGUARD WORLD FD | $6.3M | 1.97% | 35,035 | Added |
| 18 | GOOG | ALPHABET INC | $5.1M | 1.60% | 17,856 | Added |
| 19 | VIS | VANGUARD WORLD FD | $5.0M | 1.55% | 15,908 | Added |
| 20 | VFH | VANGUARD WORLD FD | $4.3M | 1.34% | 35,526 | Added |
| 21 | TFX | TELEFLEX INCORPORATED | $4.2M | 1.30% | 34,898 | Added |
| 22 | VBIL | VANGUARD INSTL INDEX FD | $2.3M | 0.70% | 29,783 | Trimmed |
| 23 | ICSH | ISHARES TR | $2.1M | 0.65% | 41,386 | Added |
| 24 | GLD | SPDR GOLD TR | $1.6M | 0.51% | 3,810 | Added |
| 25 | GOOGL | ALPHABET INC | $1.4M | 0.43% | 4,751 | Added |
Source: SEC Form 13F filings · as of 2026-03-31