QTR Family Wealth, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location lake mary, FLCIK 0002067954All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
287 | $240.09M | NVDA, AAPL, GOOG, MSFT | 13F-HR | Apr 16, 2026 | 000206795426000002 | ||
277 | $227.13M | AAPL, NVDA, GOOG, TSLA | 13F-HR | Feb 13, 2026 | 000206795426000001 | ||
255 | $210.79M | NVDA, AAPL, MSFT, TSLA | 13F-HR | Oct 29, 2025 | 000206795425000004 | ||
186 | $161.47M | NVDA, MSFT, AAPL, IBIT | 13F-HR | Jul 18, 2025 | 000206795425000002 | ||
162 | $132.63M | BIOHAVEN LTD, FBTC, AAPL, MSFT | 13F-HR | May 12, 2025 | 000206795425000001 |