Quaker Wealth Management, LLC - Portfolio Stock Holdings
Quaker Wealth Management, LLC disclosed 1028 stock positions in a recent SEC 13F filing. $342,654,894 of stock holdings were filed, with the largest holdings including VTI, VCSH, and VYM. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $449,277,262 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:
1028Est. Stock Holding Value:
$342,654,894Top Stock Holdings By Sector
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Portfolio Stock Holdings - Quaker Wealth Management, LLC
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