QTR Family Wealth, LLC
QTR Family Wealth, LLC reported 337 positions worth $287.0M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: NVDA (3.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $11.0M | 3.85% | 55,165 | — | — | |
| ▸ 2 | AAPL | SH | $10.5M | 3.67% | 36,376 | — | — | |
| ▸ 3 | BXSL | SH | $8.6M | 2.99% | 362,376 | — | — | |
| ▸ 4 | GOOG | SH | $7.5M | 2.61% | 21,214 | — | — | |
| ▸ 5 | TSLA | SH | $7.5M | 2.61% | 17,789 | — | — | |
| ▸ 6 | MSFT | SH | $7.0M | 2.46% | 18,888 | — | — | |
| ▸ 7 | ABX | SH | $6.9M | 2.39% | 641,685 | — | — | |
| ▸ 8 | AMZN | SH | $6.8M | 2.37% | 28,590 | — | — | |
| ▸ 9 | QQQ | SH | $6.0M | 2.09% | 8,138 | — | — | |
| ▸ 10 | VOO | SH | $5.8M | 2.03% | 8,494 | — | — |
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Upgrade to ProRead the 2026-Q2 quarterly report · 13F Filing Calendar
Frequently Asked Questions
What stocks does QTR Family Wealth, LLC hold as of Q2 2026?
QTR Family Wealth, LLC reported 337 positions worth $287.0M in its Q2 2026 13F filing. Largest positions: NVDA (3.8%), AAPL (3.7%), BXSL (3.0%), GOOG (2.6%) and TSLA (2.6%).
What did QTR Family Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did QTR Family Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.