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QTR Family Wealth, LLC

Q2 2026 13F filing

Updated 46 days ago

337 disclosed positions worth $287M

Portfolio value
$287M
Total holdings
337
New positions
82
Closed positions
32
Increased
154
Decreased
90
Turnover
33.8%
Filed
2026-07-27

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

+8.2%
Value
$11M
Shares
55.2K
% Port
3.85%
A

APPLE INC

+7.7%
Value
$10.5M
Shares
36.4K
% Port
3.67%
B

BLACKSTONE SECD LENDING FD

+201.8%
Value
$8.6M
Shares
362.4K
% Port
2.99%
G

ALPHABET INC

-7.5%
Value
$7.5M
Shares
21.2K
% Port
2.61%
T

TESLA INC

+6.2%
Value
$7.5M
Shares
17.8K
% Port
2.61%
M

MICROSOFT CORP

+3.1%
Value
$7M
Shares
18.9K
% Port
2.45%
?
7.N/A

ABACUS GLOBAL MGMT INC

+2.1%
Value
$6.9M
Shares
641.7K
% Port
2.39%
A

AMAZON COM INC

+19.6%
Value
$6.8M
Shares
28.6K
% Port
2.37%
Q
9.QQQ

INVESCO QQQ TR

+8.4%
Value
$6M
Shares
8.1K
% Port
2.09%
V
10.VGES

VANGUARD INDEX FDS

-0.6%
Value
$5.8M
Shares
8.5K
% Port
2.03%
G

ALPHABET INC

+3.9%
Value
$5.7M
Shares
15.9K
% Port
1.98%
B
12.BHVN

BIOHAVEN LTD

+0.4%
Value
$5M
Shares
337.4K
% Port
1.75%
M
13.MU

MICRON TECHNOLOGY INC

-19.7%
Value
$4.9M
Shares
4.2K
% Port
1.70%
A
14.AVGO

BROADCOM INC

+4.0%
Value
$4.7M
Shares
12.4K
% Port
1.63%
?
15.N/A

JANUS DETROIT STR TR

+44.1%
Value
$4.3M
Shares
85.0K
% Port
1.49%
?
16.N/A

MORGAN STANLEY ETF TRUST

+48.4%
Value
$2.9M
Shares
58.1K
% Port
1.01%
B

BERKSHIRE HATHAWAY INC DEL

+7.2%
Value
$2.9M
Shares
5.7K
% Port
1.00%
P
18.PLTR

PALANTIR TECHNOLOGIES INC

-3.2%
Value
$2.7M
Shares
23.2K
% Port
0.94%
J

JPMORGAN CHASE & CO

+13.5%
Value
$2.7M
Shares
8.2K
% Port
0.94%
M
20.META

META PLATFORMS INC

+13.1%
Value
$2.7M
Shares
4.8K
% Port
0.93%
?
21.N/A

JANUS DETROIT STR TR

+12.1%
Value
$2.6M
Shares
50.5K
% Port
0.90%
U
22.UPS

UNITED PARCEL SVCS INC

+0.4%
Value
$2.4M
Shares
22.7K
% Port
0.85%
X
23.XOM

EXXON MOBIL CORP

+4.6%
Value
$2.4M
Shares
17.8K
% Port
0.85%
?
24.N/A

JANUS DETROIT STR TR

+8.0%
Value
$2.1M
Shares
42.5K
% Port
0.74%
?
25.N/A

PACER FDS TR

-2.5%
Value
$2.1M
Shares
33.7K
% Port
0.73%
F
26.FBTC

FIDELITY WISE ORIGIN BITCOIN

-7.5%
Value
$2M
Shares
40.0K
% Port
0.71%
L
27.LLY

ELI LILLY & CO

+0.5%
Value
$2M
Shares
1.7K
% Port
0.70%
A
28.AMD

ADVANCED MICRO DEVICES INC

+8.5%
Value
$1.9M
Shares
3.3K
% Port
0.67%
C
29.CRWD

CROWDSTRIKE HLDGS INC

+3.1%
Value
$1.9M
Shares
2.5K
% Port
0.66%
W
30.WMT

WALMART INC

-5.1%
Value
$1.8M
Shares
16.3K
% Port
0.64%
I
31.INTC

INTEL CORP

-22.0%
Value
$1.7M
Shares
12.4K
% Port
0.60%
J
32.JNJ

JOHNSON & JOHNSON

+2.7%
Value
$1.6M
Shares
6.4K
% Port
0.56%
B
33.BCRX

BIOCRYST PHARMACEUTICALS INC

+2.6%
Value
$1.6M
Shares
161.1K
% Port
0.56%
C

CAPITAL GROUP DIVIDEND GROWE

+8.5%
Value
$1.6M
Shares
42.9K
% Port
0.56%
E
35.EFT

MORGAN STANLEY ETF TRUST

-17.3%
Value
$1.6M
Shares
32.0K
% Port
0.54%
M
36.MRK

MERCK & CO INC

-0.2%
Value
$1.5M
Shares
12.0K
% Port
0.54%
S
37.SPY

STATE STR SPDR S&P 500 ETF T

+0.1%
Value
$1.5M
Shares
2.0K
% Port
0.53%
G
38.GBTC

GRAYSCALE BITCOIN TRUST ETF

+30.1%
Value
$1.5M
Shares
32.6K
% Port
0.52%
C
39.CVX

CHEVRON CORPORATION

+36.4%
Value
$1.5M
Shares
8.8K
% Port
0.51%
A
40.AMAT

APPLIED MATLS INC

+23.0%
Value
$1.5M
Shares
2.0K
% Port
0.51%
H
41.HD

HOME DEPOT INC

+52.2%
Value
$1.4M
Shares
4.1K
% Port
0.50%
F
42.FPF

FIRST TR EXCHANGE-TRADED FD

-0.6%
Value
$1.4M
Shares
29.7K
% Port
0.50%
D
43.DIA

STATE STR SPDR DOW JONES IND

+9.9%
Value
$1.4M
Shares
2.7K
% Port
0.50%
O

ORACLE CORP

+6.8%
Value
$1.4M
Shares
9.3K
% Port
0.48%
F
45.FPF

FIRST TR EXCHNG TRADED FD VI

-0.9%
Value
$1.3M
Shares
30.9K
% Port
0.47%
W
46.WDC

WESTERN DIGITAL CORP

+7.2%
Value
$1.3M
Shares
2.0K
% Port
0.45%
C

BRISTOL-MYERS SQUIBB CO

-0.7%
Value
$1.3M
Shares
21.8K
% Port
0.44%
C
48.CSCO

CISCO SYS INC

+4.8%
Value
$1.3M
Shares
10.6K
% Port
0.44%
F
49.FIX

COMFORT SYS USA INC

+8.2%
Value
$1.2M
Shares
622
% Port
0.43%
C
50.CAT

CATERPILLAR INC

+3.4%
Value
$1.2M
Shares
1.2K
% Port
0.43%