Qtr Family Wealth, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $161 Billion distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $7B, Microsoft Corp with a value of $6.97B, Apple Inc. with a value of $6.18B, Ishares Bitcoin Trust ETF with a value of $5.55B, and Fidelity Wise Origin Bitcoin with a value of $4.9B.
Examining the 13F form we can see an increase of $28.8B in the current position value, from $133B to 161B.
Qtr Family Wealth, LLC is based out at Lake Mary, FL
Below you can find more details about Qtr Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$161 Billion
ETFs: $41.9 Billion
Technology: $38.3 Billion
Consumer Cyclical: $12.7 Billion
Financial Services: $11.6 Billion
Communication Services: $11.2 Billion
Healthcare: $6.18 Billion
Industrials: $5.41 Billion
Energy: $4.36 Billion
Other: $4.57 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
