QTR Family Wealth, LLC - Portfolio overview

QTR Family Wealth, LLC has 339 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 3.87%
2. AAPL - APPLE INC, 3.38%
3. GOOG - ALPHABET INC, 2.93%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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