account_balance
Investment manager · 13F filer · SEC CIK 1705929
Quattro Financial Advisors LLC
Reported value$482Mas of Sep 30, 2026
Positions89 12 new, 16 sold out
Top 10 weight52.3%SPSB alone is 8%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPSBSPDR Series Trust
7.5%
VGSHVanguard Scottsdale FDS
6.5%
XLGInvesco Exchange Traded Fd T
6.4%Added +43%
MSFTMicrosoft Corp
5.8%Trimmed −16%
AMZNAmazon.com Inc
5.5%Trimmed −5%
SPYSPDR S&P 500 ETF Trust
5.0%
MBBiShares Tr
4.5%
VGITVanguard Scottsdale FDS
4.4%Added +4%
QQQInvesco QQQ Tr
3.7%Trimmed −14%
VEAVanguard Tax-Managed FDS
3.0%+26%
BRK-BBerkshire Hathaway Inc
2.8%
RSPInvesco Exchange Traded Fd T
2.7%Added +6%
SPSBSPDR Series Trust
7.5%
VGSHVanguard Scottsdale FDS
6.5%
XLGInvesco Exchange Traded Fd T
6.4%
MSFTMicrosoft Corp
5.8%
AMZNAmazon.com Inc
5.5%
SPYSPDR S&P 500 ETF Trust
5.0%
MBBiShares Tr
4.5%
VGITVanguard Scottsdale FDS
4.4%+4%
QQQInvesco QQQ Tr
3.7%−14%
VEA3.0%
BRK-BRSP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPSB SPDR Series Trust 7.5% Held
VGSH Vanguard Scottsdale FDS 6.5% Held
XLG Invesco Exchange Traded Fd T 6.4% Added +43%
MSFT Microsoft Corp 5.8% Trimmed −16%AMZN Amazon.com Inc 5.5% Trimmed −5%SPY SPDR S&P 500 ETF Trust 5.0% HeldMBB iShares Tr 4.5% Held
VGIT Vanguard Scottsdale FDS 4.4% Added +4%
QQQ Invesco QQQ Tr 3.7% Trimmed −14%
VEA Vanguard Tax-Managed FDS 3.0% Added +26%
BRK-B Berkshire Hathaway Inc 2.8% HeldRSP Invesco Exchange Traded Fd T 2.7% Added +6%
What changed
Biggest moves since Jun 30, 2026
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