Quaker Wealth Management, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $282 Million distributed in 868 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $57.1M, Vanguard Sht Term Corp Bd ETF with a value of $29.2M, Vanguard Whitehall Fds (Vangua with a value of $22.3M, Ishares Barclays with a value of $16.3M, and Ishares Barclays 20+ Year Trea with a value of $15.3M.

Examining the 13F form we can see an increase of $14.5M in the current position value, from $268M to 282M.

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

Portfolio value $282 Million
ETFs: $237 Million
Technology: $15.9 Million
Consumer Cyclical: $7.26 Million
Healthcare: $6.93 Million
Communication Services: $5.23 Million
Industrials: $3.18 Million
Financial Services: $2.7 Million
Consumer Defensive: $1.38 Million
Other: $2.43 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 868
  • Current Value $282 Million
  • Prior Value $268 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 868 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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