QTR Family Wealth, LLC: 13F holdings
CIK 20679542026Q2
| Positions | 337 |
|---|---|
| Reported value | $287.0m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 55,165 | $11.0m | 3.8% |
| AAPL APPLE INC | 36,376 | $10.5m | 3.7% |
| BXSL BLACKSTONE SECD LENDING FD | 362,376 | $8.6m | 3.0% |
| GOOG ALPHABET INC | 21,214 | $7.5m | 2.6% |
| TSLA TESLA INC | 17,789 | $7.5m | 2.6% |
| MSFT MICROSOFT CORP | 18,888 | $7.0m | 2.5% |
| ABX ABACUS GLOBAL MGMT INC | 641,685 | $6.9m | 2.4% |
| AMZN AMAZON COM INC | 28,590 | $6.8m | 2.4% |
| QQQ INVESCO QQQ TR | 8,138 | $6.0m | 2.1% |
| VOO VANGUARD INDEX FDS | 8,494 | $5.8m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067954")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.