Quotient Wealth Partners, LLC - Portfolio overview

Quotient Wealth Partners, LLC has 414 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 13.60%
2. SPYG - SPDR SER TR, 9.46%
3. FBND - FIDELITY MERRIMACK STR TR, 7.78%

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

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