Quaker Wealth Management, LLC - Portfolio overview

Quaker Wealth Management, LLC has 1038 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 16.85%
2. VCSH - VANGUARD SCOTTSDALE FDS, 10.49%
3. VYM - VANGUARD WHITEHALL FDS, 8.23%

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

Explore securities or join Upside Invest to compare portfolios.