Quotient Wealth Partners, LLC
13F Portfolio Filings
Most recent 13F Q3 2025Location dallas, TXCIK 0002004904All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
358 | $3.65B | IVV, KRE, SPYV, TRIMTABS ETF TR | 13F-HR | Oct 10, 2025 | 000200490425000008 | ||
343 | $3.40B | IVV, KRE, SPYV, TRIMTABS ETF TR | 13F-HR | Jul 29, 2025 | 000200490425000005 | ||
331 | $3.13B | IVV, KRE, SPYV, AGG | 13F-HR | Apr 30, 2025 | 000200490425000004 | ||
325 | $3.06B | IVV, KRE, AGG, TRIMTABS ETF TR | 13F-HR | Jan 28, 2025 | 000200490425000002 | ||
314 | $3.04B | IVV, KRE, AGG, TRIMTABS ETF TR | 13F-HR | Oct 9, 2024 | 000200490424000003 | ||
303 | $2.86B | IVV, KRE, AGG, TRIMTABS ETF TR | 13F-HR | Jul 24, 2024 | 000200490424000001 | ||
293 | $2.80B | IVV, KRE, IEFA, AGG | 13F-HR | May 14, 2024 | 000122107324000045 | ||
279 | $2.58B | IVV, KRE, IEFA, AGG | 13F-HR | Feb 8, 2024 | 000122107324000015 |