Quaker Wealth Management, LLC Portfolio Holdings
Quaker Wealth Management, LLC
- $282 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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