Qp Wealth Management, LLC Portfolio Holdings

Qp Wealth Management, LLC

  • $107 Million
  • Q4 2025

Qp Wealth Management, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $107 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7.28M, Apple Inc. with a value of $6.48M, Spdr Ser Tr Fds Spdr Portfolio with a value of $5.77M, Microsoft Corp with a value of $4.8M, and Alphabet Inc. with a value of $4.69M.

Examining the 13F form we can see an increase of $49.5M in the current position value, from $57.3M to 107M.

Below you can find more details about Qp Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $107 Million
ETFs: $30.6 Million
Technology: $28.7 Million
Communication Services: $11.9 Million
Consumer Cyclical: $9.27 Million
Financial Services: $7.03 Million
Industrials: $7 Million
Healthcare: $3.88 Million
Consumer Defensive: $3.4 Million
Other: $4.93 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.77 Million 5.4% of portfolio
131,805
Q4 2025 Added 73.27%
$0
$3.71 Million 3.47% of portfolio
51,179
Q4 2025 New
$0
$2.3 Million 2.15% of portfolio
37,817
Q4 2025 Reduced 44.99%
$0
$1.77 Million 1.66% of portfolio
30,667
Q4 2025 New
$0
$1.7 Million 1.6% of portfolio
30,017
Q4 2025 New
$0
$1.42 Million 1.33% of portfolio
12,033
Q4 2025 New
$0
$1.26 Million 1.18% of portfolio
65,182
Q4 2025 Reduced 59.27%
$0
$1.25 Million 1.17% of portfolio
30,028
Q4 2025 Added 75.65%
$0
$1.19 Million 1.11% of portfolio
29,408
Q4 2025 Added 285.38%
$130B
$1.12 Million 1.05% of portfolio
2,970
Q4 2025 Reduced 40.42%
$0
$1.12 Million 1.05% of portfolio
44,651
Q4 2025 Reduced 2.52%
$0
$1 Million 0.94% of portfolio
1,662
Q4 2025 Reduced 52.7%
$0
$882,000 0.83% of portfolio
4,895
Q4 2025 New
$0
$829,000 0.78% of portfolio
17,306
Q4 2025 Reduced 4.51%
$0
$728,000 0.68% of portfolio
14,235
Q4 2025 New
$0
$625,000 0.59% of portfolio
6,795
Q4 2025 New
$0
$497,000 0.47% of portfolio
32,599
Q4 2025 Added 68.17%
$0
$494,000 0.46% of portfolio
27,001
Q4 2025 Reduced 60.1%
$0
$488,000 0.46% of portfolio
10,003
Q4 2025 New
$0
$478,000 0.45% of portfolio
7,972
Q4 2025 Added 101.11%
$0
$332,000 0.31% of portfolio
14,602
Q4 2025 Added 20.06%
$0
$298,000 0.28% of portfolio
11,993
Q4 2025 Reduced 22.95%
$0
$293,000 0.27% of portfolio
14,827
Q4 2025 Reduced 3.02%
$0
$227,000 0.21% of portfolio
2,557
Q4 2025 New
$0
$216,000 0.2% of portfolio
2,165
Q4 2025 New
$0
$201,000 0.19% of portfolio
9,162
Q4 2025 Reduced 83.14%
$0
$205,000 0.19% of portfolio
1,920
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $107 Million
  • Prior Value $57.3 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 65 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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