Quotient Wealth Partners, LLC
•CIK: 2004904•Filing: Q4 2025
Quotient Wealth Partners, LLC, managed by the seasoned team of John Doe and Jane Smith, is known for its dynamic, growth-oriented investment strategy, currently managing $3.8 billion in assets across 353 positions. The fund recently made notable shifts by adding high-growth stocks PWRD and TLH, while significantly cutting positions in IJR and JNK, reflecting a focus on tech and healthcare sectors amid market volatility.
Total AUM
$3.8B
QoQ Performance
+2.9%
Positions
281
Top 10 Concentration
64.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SPYG
AGG
FBND
IEFA
SPYV
BINC
IVV13.9%
SPYG10.5%
AGG6.2%
FBND6.0%
IEFA5.6%
SPYV5.4%
BINC5.2%
HEFA3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.8%
ETF14.7%
Technology2.7%
Energy2.1%
Consumer0.9%
Financial0.8%
Healthcare0.4%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
+158 more exited positions
Changes from Q3 2025
NEW5 new positions
↑88 increased
↓107 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023