QTR Family Wealth, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$240.1M
Holdings
287
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 10.6% (218.3k → 195.1k shares)
4.2%
02
$AAPL
APPLE INC
Q1 2026: Sold 9.1% (86.3k → 78.4k shares)
3.6%
03
$GOOG
ALPHABET INC
Q4 2025: New position (1.0k shares)
3.2%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 0.7% (29.1k → 28.9k shares)
3.0%
05
$TSLA
TESLA INC
Held since at least Q1 2024
2.5%
06
$AMZN
AMAZON COM INC
Q1 2026: Increased +10.4% (95.4k → 105.3k shares)
2.5%
07
$ABX
ABACUS GLOBAL MGMT INC
Held since at least Q1 2024
2.3%
08
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.3%
09
$GOOGL
ALPHABET INC
Q1 2026: Sold 12.8% (73.9k → 64.5k shares)
2.1%
10
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 12.3% (24.1k → 21.1k shares)
2.0%
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 · Last refreshed 12:34 UTC.