Quantum Private Wealth, LLC
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$323.7M
Holdings
165
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 98.6% (106.2k → 1.5k shares)
8.3%
02
$META
META PLATFORMS INC
Q1 2026: Exited (was 45.1k shares)
8.1%
03
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 126.3k shares)
8.1%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 107.3k shares)
5.8%
05
$MSFT
MICROSOFT CORP
Q1 2026: Exited (was 42.8k shares)
4.9%
06
$GOOG
ALPHABET INC
Q1 2026: Exited (was 48.6k shares)
4.3%
07
$AVGO
BROADCOM INC
Q1 2026: Exited (was 43.3k shares)
4.3%
08
$FWD
AB ACTIVE ETFS INC
Q1 2026: Exited (was 81.0k shares)
2.7%
09
$NFLX
NETFLIX INC.
Q1 2026: Exited (was 80.4k shares)
2.4%
10
$POWL
POWELL INDS INC
Q1 2026: Exited (was 13.4k shares)
2.2%
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:26 UTC.