QTR Family Wealth, LLC - Portfolio Stock Holdings
QTR Family Wealth, LLC disclosed 368 stock positions in a recent SEC 13F filing. $286,025,393 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and BXSL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $749,321,996 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
368Est. Stock Holding Value:
$286,025,393Top Stock Holdings By Sector
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Portfolio Stock Holdings - QTR Family Wealth, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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% Change
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