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.
Quotient Wealth Partners, LLC (CIK 2004904) reported $3.80B across 377 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($518.1M, 13.63%), SPYG ($360.5M, 9.49%), FBND ($296.6M, 7.81%), BINC ($288.3M, 7.59%), IEFA ($233.1M, 6.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $518.1M | 13.63% | 793,084 | Added |
| 2 | SPYG | SPDR SER TR | $360.5M | 9.49% | 3.7M | Trimmed |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $296.6M | 7.81% | 6.5M | Added |
| 4 | BINC | BLACKROCK ETF TRUST II | $288.3M | 7.59% | 5.6M | Added |
| 5 | IEFA | ISHARES TR | $233.1M | 6.13% | 2.6M | Added |
| 6 | SPYV | SPDR SER TR | $217.3M | 5.72% | 3.8M | Added |
| 7 | AGG | ISHARES TR | $186.6M | 4.91% | 1.9M | Trimmed |
| 8 | MBB | ISHARES TR | $154.6M | 4.07% | 1.6M | Added |
| 9 | HEFA | ISHARES TR | $143.1M | 3.77% | 3.4M | Trimmed |
| 10 | IEMG | ISHARES INC | $129.2M | 3.40% | 1.9M | Trimmed |
| 11 | NETZ | TCW TRANSFORM ETF TRUST | $91.2M | 2.40% | 933,031 | Added |
| 12 | DGRO | ISHARES TR | $85.8M | 2.26% | 1.2M | New |
| 13 | XOM | EXXON MOBIL CORP | $84.7M | 2.23% | 499,355 | Trimmed |
| 14 | TLH | ISHARES TR | $67.2M | 1.77% | 667,619 | Added |
| 15 | FESM | FIDELITY COVINGTON TRUST | $66.5M | 1.75% | 1.8M | Trimmed |
| 16 | STIP | ISHARES TR | $65.6M | 1.73% | 634,015 | Trimmed |
| 17 | XLF | SELECT SECTOR SPDR TR | $65.2M | 1.72% | 1.3M | Added |
| 18 | IJH | ISHARES TR | $61.3M | 1.61% | 907,107 | Added |
| 19 | TIP | ISHARES TR | $52.3M | 1.38% | 473,810 | Added |
| 20 | BAI | BLACKROCK ETF TRUST | $34.6M | 0.91% | 1.1M | Added |
| 21 | MUB | ISHARES TR | $31.7M | 0.83% | 298,694 | Added |
| 22 | VTEB | VANGUARD MUN BD FDS | $24.3M | 0.64% | 487,296 | Added |
| 23 | AAPL | APPLE INC | $23.0M | 0.60% | 90,509 | Added |
| 24 | VOO | VANGUARD INDEX FDS | $20.0M | 0.53% | 33,499 | Trimmed |
| 25 | MUNI | INTER MUN BD ACT | $18.0M | 0.47% | 345,489 | Added |
Source: SEC Form 13F filings · as of 2026-03-31