Fund Holdings

Quaker Wealth Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
LISTED FDS TR0123,927+123,92707,180,331+7,180,331
ALPHABET INC017,856+17,85605,122,212+5,122,212
VANGUARD WHITEHALL FDS0178,093+178,093026,375,517+26,375,517
VANGUARD WHITEHALL FDS0102,538+102,53809,663,212+9,663,212
ISHARES TR089,693+89,69309,028,483+9,028,483
VANGUARD SCOTTSDALE FDS0424,054+424,054033,614,787+33,614,787
ISHARES TR0204,130+204,130017,696,029+17,696,029
INVESCO EXCHANGE TRADED FD T046,596+46,59607,720,938+7,720,938
ISHARES TR0188,165+188,165017,958,480+17,958,480
WALMART INC03,995+3,9950496,499+496,499
VANGUARD INDEX FDS026,814+26,81407,023,178+7,023,178
VANGUARD WORLD FD015,908+15,90804,966,828+4,966,828
ISHARES BITCOIN TRUST ETF012,113+12,1130465,382+465,382
JANUS DETROIT STR TR0279,760+279,760014,421,645+14,421,645
SPDR SERIES TRUST0110,966+110,966010,168,969+10,168,969
VANGUARD WORLD FD01,000+1,0000224,590+224,590
VANGUARD WORLD FD01,000+1,0000198,140+198,140
BITWISE ETHEREUM ETF013,983+13,9830209,745+209,745
VANGUARD INDEX FDS02,007+2,0070178,021+178,021
EXXON MOBIL CORP03,241+3,2410549,875+549,875
KLA CORP0130+1300191,414+191,414
LAM RESEARCH CORP0681+6810145,503+145,503
PUBLIC STORAGE OPER CO0519+5190140,587+140,587
INVENTIVA SA024,960+24,9600138,528+138,528
SPDR GOLD TR03,810+3,81001,639,405+1,639,405
NETAPP INC01,611+1,6110164,927+164,927
JPMORGAN CHASE & CO01,599+1,5990470,219+470,219
JOHNSON & JOHNSON03,079+3,0790752,705+752,705
GRAYSCALE ETHEREUM STAKING E05,674+5,674096,856+96,856
SEA LTD01,084+1,084089,767+89,767
TESLA INC01,630+1,6300605,953+605,953
ALPHABET INC04,751+4,75101,366,292+1,366,292
ZETA GLOBAL HOLDINGS CORP05,944+5,944094,629+94,629
MSC INCOME FUND INC029,849+29,8490363,561+363,561
RTX CORPORATION03,650+3,6500704,076+704,076
ASTRAZENECA PLC0408+408080,466+80,466
EOG RES INC01,045+1,0450151,065+151,065
ONEOK INC NEW0815+815073,668+73,668
CBOE GLOBAL MKTS INC0253+253071,111+71,111
ENTERGY CORP NEW0611+611068,652+68,652
TERADYNE INC0641+6410189,936+189,936
UNITED PARCEL SVCS INC0868+868085,345+85,345
CORNING INC01,313+1,3130178,529+178,529
TEXAS INSTRS INC02,449+2,4490475,378+475,378
VERTIV HOLDINGS CO0209+209052,372+52,372
CHEVRON CORPORATION0963+9630199,180+199,180
HONEYWELL INTL INC01,542+1,5420348,504+348,504
COLGATE PALMOLIVE CO05,046+5,0460430,071+430,071
INTERNATIONAL BUSINESS MACHS0285+285069,082+69,082
CATERPILLAR INC0361+3610255,755+255,755
NETFLIX INC.01,529+1,5290147,014+147,014
EASTMAN CHEM CO0521+521039,763+39,763
BOEING CO01,264+1,2640251,574+251,574
UNITED STS OIL FD LP000038,175+38,175
VANGUARD INDEX FDS0168,373+168,373054,015,840+54,015,840
MONSTER BEVERAGE CORP NEW0516+516037,390+37,390
ALPS ETF TR0600+600031,584+31,584
PNC FINL SVCS GROUP INC0170+170035,376+35,376
MERCK & CO INC02,358+2,3580283,585+283,585
FREEPORT MCMORAN INC04,025+4,0250236,590+236,590
CONOCOPHILLIPS0766+7660101,138+101,138
HERSHEY CO0967+9670201,030+201,030
ISHARES SILVER TR0817+817055,671+55,671
FIRST TR EXCHANGE TRADED FD0350+350021,154+21,154
THE CIGNA GROUP0160+160042,757+42,757
WASTE MGMT INC DEL01,928+1,9280442,966+442,966
VANGUARD SCOTTSDALE FDS0182,102+182,102015,068,982+15,068,982
ISHARES TR041,386+41,38602,094,982+2,094,982
APPLIED MATLS INC0220+220075,194+75,194
CHUBB LTD SWITZ01,250+1,2500407,509+407,509
NVENT ELEC PLC01,006+1,0060118,990+118,990
CANADIAN PACIFIC KANSAS CITY03,002+3,0020236,138+236,138
AMKOR TECHNOLOGY INC02,514+2,5140113,206+113,206
ROBINHOOD MKTS INC0221+221015,316+15,316
INVESCO EXCH TRADED FD TR II0180+180013,166+13,166
ISHARES ETHEREUM TR0825+825013,060+13,060
PEPSICO INC0723+7230112,235+112,235
SPDR SERIES TRUST01,811+1,8110264,288+264,288
PPL CORP0326+326012,454+12,454
COCA COLA CO01,912+1,9120145,420+145,420
PFIZER INC03,595+3,5950100,961+100,961
CORTEVA INC0711+711059,498+59,498
VERIZON COMMUNICATIONS INC04,354+4,3540218,579+218,579
LUMENTUM HLDGS INC016+16011,245+11,245
PROLOGIS INC.02,103+2,1030277,931+277,931
VANGUARD INDEX FDS01,513+1,5130278,789+278,789
SOLSTICE ADVANCED MATLS INC0382+382029,094+29,094
DOW HLDGS INC0570+570023,741+23,741
VANGUARD INTL EQUITY INDEX F01,405+1,4050137,296+137,296
QNITY ELECTRONICS INC0296+296034,153+34,153
ALTRIA GROUP INC02,001+2,0010132,043+132,043
ENERGY TRANSFER L P03,198+3,198061,720+61,720
ESSENTIAL UTILS INC010,963+10,9630441,481+441,481
VANECK ETF TRUST0293+293026,918+26,918
NEWMONT CORP01,075+1,0750116,369+116,369
WISDOMTREE TR0610+610096,734+96,734
VANECK ETF TRUST0130+130015,606+15,606
QUEST DIAGNOSTICS INC0355+355069,573+69,573
COREWEAVE INC00007,747+7,747
SABINE RTY TR01,000+1,000075,000+75,000
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