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Portfolio (Quarterly) Guide ↗

QTR Family Wealth, LLC

· CIK 0002067954
13F Portfolio $240M AUM 287 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 47 New 104 Added 90 Reduced 37 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 EXEL EXELIXIS INC Healthcare 5,193 $223K 0.10% SOLD
22 DECK DECKERS OUTDOOR CORP Consumer Cyclical 1,925 $222K 0.10% SOLD
23 PNFP PINNACLE FINL PARTNERS INC Financial Services 2,208 $220K 0.10% SOLD
24 APP APPLOVIN CORP Technology 462 $218K 0.10% SOLD
25 DHI D R HORTON INC Consumer Cyclical 1,340 $217K 0.10% SOLD
26 IQVIA HLDGS INC 1,161 $212K 0.09% SOLD
27 ADT ADT INC DEL Industrials 25,464 $209K 0.09% SOLD
28 GS GOLDMAN SACHS GROUP INC Financial Services 217 $206K 0.09% SOLD
29 IWM ISHARES TR 770 $205K 0.09% SOLD
30 LECO LINCOLN ELEC HLDGS INC Industrials 695 $204K 0.09% SOLD
31 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,158 $202K 0.09% SOLD
32 ORI OLD REP INTL CORP Financial Services 4,753 $201K 0.09% SOLD
33 USMV ISHARES TR 2,096 $201K 0.09% SOLD
34 PANW PALO ALTO NETWORKS INC Technology 1,213 $201K 0.09% SOLD
35 MPT MEDICAL PPTYS TRUST INC Financial Services 11,929 $67K 0.03% SOLD
36 AGILON HEALTH INC 14,778 $7K 0.00% SOLD
37 INTENSITY THERAPEUTICS INC 17,420 $7K 0.00% SOLD
Page 2 of 2  ·  37 positions
Sector Allocation
Technology 28.9%
Financial Services 20.7%
Consumer Cyclical 12.2%
Communication Services 10.0%
Industrials 8.5%
Healthcare 8.4%
Consumer Defensive 3.8%
Energy 3.7%
Utilities 1.7%
Real Estate 1.0%