Quotient Wealth Partners, LLC: 13F holdings
CIK 20049042026Q2
| Positions | 409 |
|---|---|
| Reported value | $4.2bn |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 801,678 | $600.4m | 14.2% |
| SPYG SPDR SER TR | 3,667,167 | $436.4m | 10.3% |
| FBND FIDELITY MERRIMACK STR TR | 6,729,858 | $306.1m | 7.2% |
| BINC BLACKROCK ETF TRUST II | 5,746,548 | $300.8m | 7.1% |
| IEFA ISHARES TR | 2,650,160 | $256.0m | 6.0% |
| SPYV SPDR SER TR | 3,939,693 | $239.5m | 5.7% |
| AGG ISHARES TR | 1,944,130 | $192.4m | 4.5% |
| HEFA ISHARES TR | 3,439,589 | $161.4m | 3.8% |
| MBB ISHARES TR | 1,685,608 | $159.3m | 3.8% |
| IEMG ISHARES INC | 1,860,708 | $154.1m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2004904")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.