account_balance
Investment manager · 13F filer · SEC CIK 2004904
Quotient Wealth Partners, LLC
Reported value$4.31Bas of Sep 30, 2026
Positions441 54 new, 22 sold out
Top 10 weight64.8%IVV alone is 14%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
14.0%
SPYGSPDR Series Trust
10.0%Trimmed −5%
FBNDFidelity Merrimack STR Tr
7.3%Added +9%
SPYVSPDR Series Trust
6.5%Added +17%
IEFAiShares Tr
6.1%Added +2%
BINCBlackRock ETF Trust II
5.9%Trimmed −12%
AGGiShares Tr
4.6%Added +7%
HEFAiShares Tr
3.7%
IEMGiShares Inc
3.5%
TLHiShares Tr
3.0%+99%
STIPiShares Tr
2.9%Added +94%
MBBiShares Tr
2.6%−27%
IVViShares Tr
14.0%
SPYGSPDR Series Trust
10.0%Trimmed −5%
FBNDFidelity Merrimack STR Tr
7.3%
SPYVSPDR Series Trust
6.5%
IEFAiShares Tr
6.1%+2%
BINCBlackRock ETF Trust II
5.9%−12%
AGGiShares Tr
4.6%
HEFAiShares Tr
3.7%
IEMG3.5%
TLH3.0%
STIP2.9%
MBB2.6%
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
IVV iShares Tr 14.0% Held
SPYG SPDR Series Trust 10.0% Trimmed −5%
FBND Fidelity Merrimack STR Tr 7.3% Added +9%
SPYV SPDR Series Trust 6.5% Added +17%
IEFA iShares Tr 6.1% Added +2%
BINC BlackRock ETF Trust II 5.9% Trimmed −12%
AGG iShares Tr 4.6% Added +7%
HEFA iShares Tr 3.7% Held
IEMG iShares Inc 3.5% Held
TLH iShares Tr 3.0% Added +99%
STIP iShares Tr 2.9% Added +94%
MBB iShares Tr 2.6% Trimmed −27%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.