account_balance
Investment manager · 13F filer · SEC CIK 2067954
QTR Family Wealth, LLC
Reported value$270Mas of Sep 30, 2026
Positions310 38 new, 65 sold out
Top 10 weight28.7%AAPL alone is 4%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.4%
NVDANVIDIA Corp
4.4%Trimmed −7%
MSFTMicrosoft Corp
3.4%Trimmed −4%
AMZNAmazon.com Inc
2.7%Added +2%
GOOGAlphabet Inc.
2.6%Trimmed −3%
TSLATesla, Inc.
2.5%Added +5%
BXSLBlackstone Secured Lending Fund
2.4%Trimmed −26%
VOOVanguard Index FDS
2.2%
QQQInvesco QQQ Tr
2.1%Trimmed −6%
GOOGLAlphabet Inc.
2.0%
BHVNBiohaven Ltd.
1.7%
JAAAJanus Detroit STR Tr
1.7%+4%
AAPLApple Inc.
4.4%
NVDANVIDIA Corp
4.4%Trimmed −7%
MSFTMicrosoft Corp
3.4%−4%
AMZNAmazon.com Inc
2.7%+2%
GOOGAlphabet Inc.
2.6%−3%
TSLATesla, Inc.
2.5%
BXSLBlackstone Secured Lending Fund
2.4%
VOOVanguard Index FDS
2.2%
QQQInvesco QQQ Tr
2.1%
JAAA
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
AAPL Apple Inc. 4.4% HeldNVDA NVIDIA Corp 4.4% Trimmed −7%MSFT Microsoft Corp 3.4% Trimmed −4%AMZN Amazon.com Inc 2.7% Added +2%GOOG Alphabet Inc. 2.6% Trimmed −3%TSLA Tesla, Inc. 2.5% Added +5%BXSL Blackstone Secured Lending Fund 2.4% Trimmed −26%
VOO Vanguard Index FDS 2.2% Held
QQQ Invesco QQQ Tr 2.1% Trimmed −6%
GOOGL Alphabet Inc. 2.0% HeldBHVN Biohaven Ltd. 1.7% HeldJAAA Janus Detroit STR Tr 1.7% Added +4%
What changed
Biggest moves since Jun 30, 2026
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