QTR Family Wealth, LLC

Q3 2025 13F Holdings

  • Location
    lake mary, FL
  • Num holdings

    255

  • Value ($000)

    $210,788

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0002067954
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.37M
4 %

50,244

AAPL
AAPL

APPLE INC

COM
037833100
$8.47M
4 %

33,283

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$8.40M
4 %

16,227

TSLA
TSLA

TESLA INC

COM
88160R101
$6.99M
3 %

15,716

IBIT
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$6.15M
3 %

94,678

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$5.42M
3 %

22,255

FBTC
FBTC

FIDELITY WISE ORIGIN BITCOIN

SHS
315948109
$5.22M
3 %

52,320

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.08M
2 %

8,303

---

BIOHAVEN LTD

COM
G1110E107
$4.99M
2 %

332,288

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.36M
2 %

19,850

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