Quattro Financial Advisors LLC
Annual return '25
+9.7%
SPY '25
+17.7%
Alpha
-8.0ptsvs SPY
Invested
$330.9M
Holdings
90
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AMZN
AMAZON COM INC
Q4 2025: Increased +177.4% (100.4k → 278.6k shares)
6.6%
02
$MSFT
MICROSOFT CORP
Q1 2026: Increased +0.8% (118.5k → 119.5k shares)
6.2%
03
$XLG
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 471.7k shares)
5.6%
04
$NDQ
INVESCO QQQ TR
Q4 2025: Exited (was 35.9k shares)
5.2%
05
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 416 shares)
4.6%
06
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 63.3k shares)
3.9%
07
$GQ9
SPDR GOLD TR
Q4 2025: Exited (was 15.3k shares)
3.5%
08
$IBIT
ISHARES BITCOIN TRUST ETF
Q4 2025: Exited (was 226.4k shares)
3.2%
09
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 168.2k shares)
3.2%
10
$META
META PLATFORMS INC
Q1 2026: Sold 5.8% (103.4k → 97.5k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:19 UTC.