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)

StockValue
AAPLAPPLE INC
$9.5M
NVDANVIDIA CORPORATION
$9.2M
GOOGALPHABET INC
$7.2M
TSLATESLA INC
$6.9M
MSFTMICROSOFT CORP
$6.7M
VOOVANGUARD INDEX FDS
$5.8M
ABXABACUS GLOBAL MGMT INC
$5.1M
AMZNAMAZON COM INC
$4.9M
GOOGLALPHABET INC
$4.6M
NDQINVESCO QQQ TR
$4.3M
BHVNBIOHAVEN LTD
$4.1M
IBITISHARES BITCOIN TRUST ETF
$3.6M
AVGOBROADCOM INC
$3.5M
JAAAJANUS DETROIT STR TR
$2.9M
PLTRPALANTIR TECHNOLOGIES INC
$2.8M
FBTCFIDELITY WISE ORIGIN BITCOIN
$2.7M
UPSUNITED PARCEL SERVICE INC
$2.7M
METAMETA PLATFORMS INC
$2.7M
XOMEXXON MOBIL CORP
$2.5M
BXSLBLACKSTONE SECD LENDING FD
$2.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.4M
JPMJPMORGAN CHASE & CO.
$2.4M
JSIJANUS DETROIT STR TR
$2.3M
COWZPACER FDS TR
$2.2M
WMTWALMART INC
$2.1M
EVLNMORGAN STANLEY ETF TRUST
$1.9M
MUMICRON TECHNOLOGY INC
$1.9M
XAGGMORGAN STANLEY ETF TRUST
$1.8M
JXXJANUS DETROIT STR TR
$1.5M
FIXDFIRST TR EXCHNG TRADED FD VI
$1.5M
FVDFIRST TR EXCHANGE-TRADED FD
$1.5M
CGDGCAPITAL GROUP DIVIDEND GROWE
$1.5M
LLYELI LILLY & CO
$1.5M
JNJJOHNSON & JOHNSON
$1.4M
SPYSPDR S&P 500 ETF TR
$1.4M
MRKMERCK & CO INC
$1.4M
FTCSFIRST TR EXCHANGE-TRADED FD
$1.3M
BMYBRISTOL-MYERS SQUIBB CO
$1.2M
DONSPDR DOW JONES INDL AVERAGE
$1.2M
CVXCHEVRON CORP NEW
$1.2M
ORCLORACLE CORP
$1.2M
QQQEDIREXION SHS ETF TR
$1.1M
JBBBJANUS DETROIT STR TR
$1.1M
VVISA INC
$1.1M
CRWDCROWDSTRIKE HLDGS INC
$1.0M
BCRXBIOCRYST PHARMACEUTICALS INC
$1.0M
MIGASTRATEGY INC
$977K
CBCHUBB LIMITED
$957K
HDHOME DEPOT INC
$948K
RDVIFIRST TR EXCHANGE-TRADED FD
$948K
NFLXNETFLIX INC
$925K
ARCCARES CAPITAL CORP
$917K
BLKBLACKROCK INC
$912K
BACBANK AMERICA CORP
$883K
IVWISHARES TR
$882K
CSCOCISCO SYS INC
$860K
CATCATERPILLAR INC
$822K
FDXFEDEX CORP
$821K
MARMARRIOTT INTL INC NEW
$817K
PGPROCTER AND GAMBLE CO
$805K
TXNTEXAS INSTRS INC
$805K
BXBLACKSTONE INC
$801K
PSXPHILLIPS 66
$790K
XJUNFIRST TR EXCHNG TRADED FD VI
$789K
INTCINTEL CORP
$778K
ABBVABBVIE INC
$770K
LMTLOCKHEED MARTIN CORP
$757K
4I1PHILIP MORRIS INTL INC
$755K
SIZEISHARES TR
$739K
EXPEEXPEDIA GROUP INC
$735K
VRPINVESCO EXCH TRADED FD TR II
$734K
COSTCOSTCO WHSL CORP NEW
$724K
CSMPROSHARES TR
$721K
FDNFIRST TR EXCHANGE-TRADED FD
$714K
FDLFIRST TR EXCHANGE-TRADED FD
$709K
EIXEDISON INTL
$707K
ASCEALLSPRING EXCHANGE TRADED FU
$704K
PCGPG&E CORP
$699K
CNCCENTENE CORP DEL
$664K
AMDADVANCED MICRO DEVICES INC
$662K
JBHTHUNT J B TRANS SVCS INC
$654K
FIXCOMFORT SYS USA INC
$651K
XDECFIRST TR EXCHNG TRADED FD VI
$644K
GDGENERAL DYNAMICS CORP
$626K
CSQCALAMOS STRATEGIC TOTAL RETU
$624K
NEMNEWMONT CORP
$619K
ZMZOOM COMMUNICATIONS INC
$607K
VPUVANGUARD WORLD FD
$590K
EQWLINVESCO EXCHANGE TRADED FD T
$583K
PGRPROGRESSIVE CORP
$579K
KMIKINDER MORGAN INC DEL
$579K
ANETARISTA NETWORKS INC
$579K
VOEVANGUARD INDEX FDS
$561K
LOWLOWES COS INC
$561K
CRDOCREDO TECHNOLOGY GROUP HOLDI
$553K
MAMASTERCARD INCORPORATED
$551K
EFAVISHARES TR
$549K
GEVGE VERNOVA INC
$548K
FTITECHNIPFMC PLC
$523K
WELLWELLTOWER INC
$519K
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