QTR Family Wealth, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$227.1M

Holdings

277

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (277 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
34,804$9.5M4.19%
2
NVDANVIDIA CORPORATION
48,897$9.2M4.06%
3
GOOGALPHABET INC
22,674$7.2M3.18%
4
TSLATESLA INC
16,225$6.9M3.04%
5
MSFTMICROSOFT CORP
16,285$6.7M2.96%
6
VOOVANGUARD INDEX FDS
9,106$5.8M2.55%
7
ABXABACUS GLOBAL MGMT INC
628,578$5.1M2.25%
8
AMZNAMAZON COM INC
23,765$4.9M2.17%
9
GOOGLALPHABET INC
14,452$4.6M2.03%
10
NDQINVESCO QQQ TR
7,005$4.3M1.89%
11
BHVNBIOHAVEN LTD
334,833$4.1M1.80%
12
IBITISHARES BITCOIN TRUST ETF
91,974$3.6M1.58%
13
AVGOBROADCOM INC
10,271$3.5M1.54%
14
JAAAJANUS DETROIT STR TR
57,427$2.9M1.28%
15
PLTRPALANTIR TECHNOLOGIES INC
19,845$2.8M1.22%
16
FBTCFIDELITY WISE ORIGIN BITCOIN
45,861$2.7M1.21%
17
UPSUNITED PARCEL SERVICE INC
22,796$2.7M1.19%
18
METAMETA PLATFORMS INC
4,029$2.7M1.19%
19
XOMEXXON MOBIL CORP
16,575$2.5M1.11%
20
BXSLBLACKSTONE SECD LENDING FD
96,868$2.5M1.09%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
4,817$2.4M1.06%
22
JPMJPMORGAN CHASE & CO.
7,437$2.4M1.04%
23
JSIJANUS DETROIT STR TR
43,356$2.3M1.00%
24
COWZPACER FDS TR
34,693$2.2M0.98%
25
WMTWALMART INC
16,943$2.1M0.94%
26
EVLNMORGAN STANLEY ETF TRUST
38,711$1.9M0.84%
27
MUMICRON TECHNOLOGY INC
5,037$1.9M0.83%
28
XAGGMORGAN STANLEY ETF TRUST
35,743$1.8M0.80%
29
JXXJANUS DETROIT STR TR
29,550$1.5M0.66%
30
FIXDFIRST TR EXCHNG TRADED FD VI
33,630$1.5M0.66%
31
FVDFIRST TR EXCHANGE-TRADED FD
30,327$1.5M0.66%
32
CGDGCAPITAL GROUP DIVIDEND GROWE
39,629$1.5M0.66%
33
LLYELI LILLY & CO
1,433$1.5M0.65%
34
JNJJOHNSON & JOHNSON
6,036$1.4M0.63%
35
SPYSPDR S&P 500 ETF TR
2,032$1.4M0.62%
36
MRKMERCK & CO INC
11,780$1.4M0.61%
37
FTCSFIRST TR EXCHANGE-TRADED FD
12,969$1.3M0.56%
38
BMYBRISTOL-MYERS SQUIBB CO
19,745$1.2M0.53%
39
DONSPDR DOW JONES INDL AVERAGE
2,343$1.2M0.52%
40
CVXCHEVRON CORP NEW
6,421$1.2M0.52%
41
ORCLORACLE CORP
7,222$1.2M0.51%
42
QQQEDIREXION SHS ETF TR
10,940$1.1M0.50%
43
JBBBJANUS DETROIT STR TR
23,445$1.1M0.49%
44
VVISA INC
3,376$1.1M0.49%
45
CRWDCROWDSTRIKE HLDGS INC
2,469$1.0M0.45%
46
BCRXBIOCRYST PHARMACEUTICALS INC
154,062$1.0M0.44%
47
MIGASTRATEGY INC
7,352$977K0.43%
48
CBCHUBB LIMITED
2,936$957K0.42%
49
HDHOME DEPOT INC
2,434$948K0.42%
50
RDVIFIRST TR EXCHANGE-TRADED FD
34,746$948K0.42%
51
NFLXNETFLIX INC
11,255$925K0.41%
52
ARCCARES CAPITAL CORP
45,948$917K0.40%
53
BLKBLACKROCK INC
839$912K0.40%
54
BACBANK AMERICA CORP
15,946$883K0.39%
55
IVWISHARES TR
7,240$882K0.39%
56
CSCOCISCO SYS INC
9,977$860K0.38%
57
CATCATERPILLAR INC
1,108$822K0.36%
58
FDXFEDEX CORP
2,233$821K0.36%
59
MARMARRIOTT INTL INC NEW
2,274$817K0.36%
60
PGPROCTER AND GAMBLE CO
5,061$805K0.35%
61
TXNTEXAS INSTRS INC
3,645$805K0.35%
62
BXBLACKSTONE INC
5,988$801K0.35%
63
PSXPHILLIPS 66
5,023$790K0.35%
64
XJUNFIRST TR EXCHNG TRADED FD VI
18,239$789K0.35%
65
INTCINTEL CORP
16,509$778K0.34%
66
ABBVABBVIE INC
3,466$770K0.34%
67
LMTLOCKHEED MARTIN CORP
1,204$757K0.33%
68
4I1PHILIP MORRIS INTL INC
4,136$755K0.33%
69
SIZEISHARES TR
4,371$739K0.33%
70
EXPEEXPEDIA GROUP INC
3,046$735K0.32%
71
VRPINVESCO EXCH TRADED FD TR II
30,000$734K0.32%
72
COSTCOSTCO WHSL CORP NEW
746$724K0.32%
73
CSMPROSHARES TR
9,040$721K0.32%
74
FDNFIRST TR EXCHANGE-TRADED FD
2,877$714K0.31%
75
FDLFIRST TR EXCHANGE-TRADED FD
14,071$709K0.31%
76
EIXEDISON INTL
10,807$707K0.31%
77
ASCEALLSPRING EXCHANGE TRADED FU
24,485$704K0.31%
78
PCGPG&E CORP
41,757$699K0.31%
79
CNCCENTENE CORP DEL
16,774$664K0.29%
80
AMDADVANCED MICRO DEVICES INC
3,101$662K0.29%
81
JBHTHUNT J B TRANS SVCS INC
2,858$654K0.29%
82
FIXCOMFORT SYS USA INC
513$651K0.29%
83
XDECFIRST TR EXCHNG TRADED FD VI
15,643$644K0.28%
84
GDGENERAL DYNAMICS CORP
1,747$626K0.28%
85
CSQCALAMOS STRATEGIC TOTAL RETU
32,345$624K0.27%
86
NEMNEWMONT CORP
5,101$619K0.27%
87
ZMZOOM COMMUNICATIONS INC
6,391$607K0.27%
88
VPUVANGUARD WORLD FD
3,080$590K0.26%
89
EQWLINVESCO EXCHANGE TRADED FD T
4,753$583K0.26%
90
PGRPROGRESSIVE CORP
2,859$579K0.25%
91
KMIKINDER MORGAN INC DEL
18,697$579K0.25%
92
ANETARISTA NETWORKS INC
4,037$579K0.25%
93
VOEVANGUARD INDEX FDS
2,933$561K0.25%
94
LOWLOWES COS INC
1,971$561K0.25%
95
CRDOCREDO TECHNOLOGY GROUP HOLDI
4,106$553K0.24%
96
MAMASTERCARD INCORPORATED
1,021$551K0.24%
97
EFAVISHARES TR
5,914$549K0.24%
98
GEVGE VERNOVA INC
693$548K0.24%
99
FTITECHNIPFMC PLC
8,698$523K0.23%
100
WELLWELLTOWER INC
2,587$519K0.23%
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