QTR Family Wealth, LLC
Q2 2025 13F Holdings
- Locationlake mary, FL
- Num holdings
186
- Value ($000)
$161,470
- Date Filed07/18/2025
- Form type13F-HR
- CIK0002067954
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.00M | 4 % | 44,275 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.97M | 4 % | 14,018 | ||
AAPL APPLE INC | COM | 037833100 | $6.18M | 4 % | 30,105 | ||
IBIT ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | $5.55M | 3 % | 90,599 | ||
FBTC FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | $4.90M | 3 % | 52,163 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $4.86M | 3 % | 8,551 | ||
BIOHAVEN LTD | COM | G1110E107 | $4.69M | 3 % | 332,147 | ||
TSLA TESLA INC | COM | 88160R101 | $4.62M | 3 % | 14,537 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.28M | 3 % | 7,763 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $3.78M | 2 % | 21,310 |
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