Quadrant Private Wealth Management, LLC
All 13F Filings
- Location
- Center Valley, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 446,765
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 177 | 446,765 | 13F-HR | Quadrant Private Wealth Management, LLC |
| Q1 2026 | 5/6/2026 | 282 | 646,296 | 13F-HR | Quadrant Private Wealth Management, LLC |
| Q4 2025 | 1/26/2026 | 274 | 609,893 | 13F-HR | Quadrant Private Wealth Management, LLC |
| Q3 2025 | 10/30/2025 | 252 | 547,696 | 13F-HR | Quadrant Private Wealth Management, LLC |
| Q2 2025 | 8/6/2025 | 250 | 482,328 | 13F-HR | Quadrant Private Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 277 K | 62.0% | 0 | 120 K | -120 K |
| ETFs | 168.8 K | 37.8% | 0 | 79.53 K | -79.53 K |
| Debt | 472 | 0.1% | 209 | 0 | 209 |
| Other | 563 | 0.1% | 0 | 208 | -208 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
446,765
Holdings
177
QoQ value change ($000)
-199,531
(-30.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.