QTR Family Wealth, LLC
•CIK: 2067954•Filing: Q4 2025
**QTR Family Wealth, LLC** manages $227M across a diversified portfolio of 277 positions. The strategy exhibits a significant concentration in mega-cap technology leaders, evidenced by top holdings including AAPL ($9.5M), NVDA ($9.2M), and GOOG ($7.2M). Notable allocations also include substantial exposure to MSFT ($6.7M) and VOO ($5.8M). This structure indicates a conviction-driven approach targeting established growth pillars within the technology and index sectors.
Total AUM
$227.1M
QoQ Performance
+7.8%
Positions
237
Top 10 Concentration
30.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL4.2%
NVDA4.1%
GOOG3.2%
TSLA3.0%
MSFT3.0%
VOO2.6%
ABX2.2%
AMZN2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other48.7%
Technology23.9%
Consumer8.8%
Financial4.6%
Healthcare3.9%
ETF3.4%
Industrial3.2%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
+75 more exited positions
Changes from Q3 2025
NEW25 new positions
↑100 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025