Fund HoldingsQTR Family Wealth, LLC

Total Portfolio Value
$240.09M
Total Bought
$32.26M
Total Sold
$18.72M
Net Transaction
+$13.54M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
GRAYSCALE BITCOIN TRUST ETF(GBTC)025,060+25,06001,4490.60%+1,449
DIREXION SHARES ETF TRUST
NASDAQ 100 EQ WT
010,465+10,46501,0830.45%+1,083
AMAZON COM INC(AMZN)23,76523,915+1504,9185,9552.48%+1,037
BROADCOM INC(AVGO)011,874+11,87404,5211.88%+4,521
NVIDIA CORPORATION(NVDA)050,997+50,997010,0214.17%+10,021
MICRON TECHNOLOGY INC(MU)5,0375,260+2231,8802,4491.02%+569
BOOKING HOLDINGS INC(BKNG)03,000+3,00005430.23%+543
BIOCRYST PHARMACEUTICALS INC(BCRX)0157,062+157,06201,5190.63%+1,519
S&P GLOBAL INC(SPGI)01,182+1,18205020.21%+502
ALPHABET INC(GOOG)14,45215,330+8784,6045,1032.13%+499
PALANTIR TECHNOLOGIES INC(PLTR)023,996+23,99603,2561.36%+3,256
DANAHER CORP DEL(DHR)1,3273,910+2,5832927760.32%+485
JANUS DETROIT STR TR
HENDE INCOM ETF
29,55039,383+9,8331,4981,9750.82%+477
MICROSOFT CORP(MSFT)018,328+18,32807,2053.00%+7,205
NETFLIX INC.(NFLX)013,164+13,16401,3990.58%+1,399
INVESCO QQQ TR7,0057,508+5034,2834,7201.97%+436
DOW HLDGS INC(DOW)011,075+11,07504340.18%+434
BLACKSTONE SECD LENDING FD(BXSL)0120,082+120,08202,8991.21%+2,899
BURLINGTON STORES INC(BURL)01,120+1,12003750.16%+375
ABACUS GLOBAL MGMT INC(ABX)628,578628,57805,1105,4812.28%+371
FORTINET INC(FTNT)04,626+4,62603640.15%+364
ALPHABET INC(GOOG)22,67422,923+2497,2257,5783.16%+353
FIVE BELOW INC(FIVE)01,600+1,60003520.15%+352
VERTIV HOLDINGS CO(VRT)01,750+1,75005430.23%+543
GE VERNOVA INC(GEV)693902+2095488900.37%+342
COSTCO WHOLESALE CORPORATION(COST)01,094+1,09401,0660.44%+1,066
EXPAND ENERGY CORPORATION(EXE)03,548+3,54803400.14%+340
GE AEROSPACE(GE)02,609+2,60908300.35%+830
VIKING HOLDINGS LTD(VIK)03,980+3,98003240.13%+324
STRYKER CORPORATION(SYK)01,933+1,93306690.28%+669
ITT INC(ITT)01,449+1,44903210.13%+321
EVERCORE INC(EVR)0849+84903040.13%+304
COMFORT SYS USA INC(FIX)513575+626519490.40%+298
JOHNSON CONTROLS INTERNATION
SHS
02,080+2,08002950.12%+295
SERVICENOW INC(NOW)03,298+3,29802900.12%+290
AON PLC(AON)0896+89602890.12%+289
SCHWAB CHARLES CORP(SCHW)02,896+2,89602850.12%+285
NORTHERN TR CORP(NTRS)01,813+1,81302830.12%+283
BLACKROCK INC(BLK)01,127+1,12701,1880.49%+1,188
INVESCO LTD(IVZ)011,126+11,12602750.11%+275
SITEONE LANDSCAPE SUPPLY INC(SITE)01,981+1,98102720.11%+272
ORACLE CORP(ORCL)08,738+8,73801,4240.59%+1,424
WESTERN DIGITAL CORP(WDC)1,6251,897+2724276950.29%+268
MOLINA HEALTHCARE INC(MOH)01,790+1,79002640.11%+264
FIDELITY NATL INFORMATION SV(FIS)05,547+5,54702610.11%+261
MASTEC INC(MTZ)0705+70502580.11%+258
HOST HOTELS & RESORTS INC(HST)012,119+12,11902530.11%+253
TRADEWEB MKTS INC(TW)02,068+2,06802510.10%+251
EQUINIX INC(EQIX)0237+23702510.10%+251
AIRBNB INC05,311+5,31107110.30%+711
CORNING INC(GLW)01,432+1,43202470.10%+247
MOHAWK INDS INC(MHK)02,264+2,26402390.10%+239
INTEL CORP(INTC)16,50915,877-6327781,0130.42%+235
GAP INC(GAP)09,418+9,41802350.10%+235
KLA CORP(KLAC)0127+12702280.09%+228
BALL CORP03,506+3,50602230.09%+223
LUMENTUM HLDGS INC(LITE)0261+26102230.09%+223
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)01,050+1,05002150.09%+215
VEEVA SYS INC(VEEV)01,334+1,33402120.09%+212
T-MOBILE US INC(TMUS)01,110+1,11002110.09%+211
AGILENT TECHNOLOGIES INC(A)01,741+1,74102100.09%+210
ULTA BEAUTY INC(ULTA)0393+39302100.09%+210
DATADOG INC(DDOG)01,892+1,89202090.09%+209
CIENA CORP(CIEN)1,2751,262-133815900.25%+209
DRAFTKINGS INC NEW(DKNG)020,613+20,61304730.20%+473
VERIZON COMMUNICATIONS INC(VZ)04,509+4,50902050.09%+205
NUTANIX INC(NTNX)05,565+5,56502050.09%+205
CARMAX INC(KMX)04,893+4,89302040.08%+204
HILTON WORLDWIDE HLDGS INC(HLT)0614+61402030.08%+203
MANHATTAN ASSOCIATES INC(MANH)01,603+1,60302030.08%+203
TERADYNE INC(TER)9381,337+3992864890.20%+203
VERISIGN INC0753+75302020.08%+202
PEPSICO INC(PEP)03,787+3,78705900.25%+590
SNOWFLAKE INC(SNOW)02,913+2,91303950.16%+395
MARSH & MCLENNAN COS INC(MRSH)1,3972,418+1,0212454180.17%+173
EMCOR GROUP INC(EME)418598+1803264870.20%+161
BERKSHIRE HATHAWAY INC DEL05,362+5,36202,5611.07%+2,561
MORGAN STANLEY ETF TRUST
EAT INC OPP ETF
35,74339,168+3,4251,8291,9790.82%+150
LAM RESEARCH CORP(LRCX)02,178+2,17805930.25%+593
HONEYWELL INTL INC(HON)02,130+2,13004970.21%+497
TJX COS INC NEW(TJX)03,847+3,84706170.26%+617
DELTA AIR LINES INC(DAL)06,137+6,13704400.18%+440
APPLIED MATLS INC01,637+1,63706480.27%+648
BLUE OWL CAPITAL INC(OBDC)014,042+14,04201290.05%+129
MARVELL TECHNOLOGY INC(MRVL)2,7892,660-1292293560.15%+127
PG&E CORP(PCG)41,75747,042+5,2856998260.34%+127
ARISTA NETWORKS INC(ANET)04,524+4,52406980.29%+698
ADOBE INC(ADBE)01,662+1,66203920.16%+392
AMPHENOL CORP1,4532,193+7402093260.14%+117
ADVANCED MICRO DEVICES INC(AMD)3,1013,051-506627780.32%+116
NEW YORK TIMES CO MTN BE(NYT)3,4314,433+1,0022433580.15%+115
EDISON INTL(EIX)10,80711,307+5007078180.34%+111
TECHNIPFMC PLC(FTI)8,6988,756+585246300.26%+107
BOEING CO(BA)9351,471+5362273290.14%+102
UNITEDHEALTH GROUP INC(UNH)01,882+1,88205910.25%+591
FREEPORT MCMORAN INC(FCX)6,7767,674+8984295240.22%+95
TYSON FOODS INC(TSN)3,4594,896+1,4372253180.13%+93
PAYCHEX INC(PAYX)04,028+4,02803580.15%+358
SANDISK CORP(SNDK)909614-2954925800.24%+88
LINDE PLC(LIN)0649+64903240.14%+324
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