CIK 2067954
QTR Family Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
277
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 251–277 of 277
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PNFP | PINNACLE FINL PARTNERS INC | 2K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 540 | $100K–$500K | SH |
| APP | APPLOVIN CORP | 462 | $100K–$500K | SH |
| DOV | DOVER CORP | 951 | $100K–$500K | SH |
| DHI | D R HORTON INC | 1K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 4K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 778 | $100K–$500K | SH |
| JHG | JANUS HENDERSON GROUP PLC | 4K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 1K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 1K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 1K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 1K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 1K | $100K–$500K | SH |
| ADT | ADT INC DEL | 25K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 217 | $100K–$500K | SH |
| IWM | ISHARES TR | 770 | $100K–$500K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 695 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 2K | $100K–$500K | SH |
| ORI | OLD REP INTL CORP | 5K | $100K–$500K | SH |
| USMV | ISHARES TR | 2K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 1K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 1K | $100K–$500K | SH |
| HYT | BLACKROCK CORPOR HI YLD FD I | 16K | $100K–$500K | SH |
| MPT | MEDICAL PPTYS TRUST INC | 12K | $50K–$100K | SH |
| ATON | ALPHATON CAPITAL CORP | 19K | $1K–$15K | SH |
| AGL | AGILON HEALTH INC | 15K | $1K–$15K | SH |
| INTS | INTENSITY THERAPEUTICS INC | 17K | $1K–$15K | SH |