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Portfolio (Quarterly) Guide ↗

QP WEALTH MANAGEMENT, LLC

· CIK 0001802496
13F Portfolio $113M AUM 105 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2023 · All 65 New 17 Added 23 Reduced 31 Exited
Page 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 820.0 $282K 0.25% NEW $344.10 -13.5%
82 MRK MERCK & CO INC Healthcare 2,595.0 $273K 0.24% -207.0 -7.4% $105.26 +5.8%
83 KO COCA COLA CO Consumer Defensive 3,802.0 $266K 0.23% NEW $69.91 +15.6%
84 CVX CHEVRON CORP NEW Energy 1,729.0 $264K 0.23% NEW $152.41 +25.4%
85 APH AMPHENOL CORP NEW Technology 1,929.0 $261K 0.23% NEW $135.14 -9.9%
86 EFAA INVESCO ACTIVELY MANAGED EXC 4,771.0 $258K 0.23% NEW $54.05 +1.0%
87 IBM INTERNATIONAL BUSINESS MACHS Technology 860.0 $255K 0.22% NEW $296.21 -26.0%
88 MS MORGAN STANLEY Financial Services 1,403.0 $249K 0.22% NEW $177.53 +8.4%
89 NFLX NETFLIX INC Communication Services 2,650.0 $248K 0.22% NEW $93.76 -7.2%
90 PEP PEPSICO INC Consumer Defensive 1,699.0 $244K 0.21% -302.0 -15.1% $143.52 +3.9%
91 COF CAPITAL ONE FINL CORP Financial Services 1,005.0 $244K 0.21% NEW $242.36 -22.8%
92 REGN REGENERON PHARMACEUTICALS Healthcare 310.0 $239K 0.21% NEW $771.87 -9.5%
93 RTX RTX CORPORATION Industrials 1,300.0 $238K 0.21% NEW $183.40 -6.7%
94 AGX ARGAN INC Industrials 760.0 $238K 0.21% NEW $313.32 +112.2%
95 PM PHILIP MORRIS INTL INC Consumer Defensive 1,435.0 $230K 0.20% NEW $160.40 +18.2%
96 TLT ISHARES TR 2,557.0 $223K 0.20% NEW $87.16 -4.1%
97 WDC WESTERN DIGITAL CORP Technology 1,279.0 $220K 0.19% NEW $172.27 +179.8%
98 PH PARKER-HANNIFIN CORP Industrials 249.0 $219K 0.19% NEW $878.96 -1.8%
99 AGG ISHARES TR 2,165.0 $216K 0.19% NEW $99.88 -1.9%
100 WFC WELLS FARGO CO NEW Financial Services 2,268.0 $211K 0.19% NEW $93.20 -21.2%
Page 5 of 6  ·  105 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.1%
Communication Services 14.8%
Consumer Cyclical 11.9%
Financial Services 11.4%
Industrials 8.8%
Healthcare 4.8%
Basic Materials 4.7%
Consumer Defensive 4.3%
Energy 1.5%
Utilities 0.6%