Quadrant Private Wealth Management, LLC
All 13F Filings
- Location
- Center Valley, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 646,296
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 397 K | 61.4% | 0 | 65.67 K | -65.67 K |
| ETFs | 248.3 K | 38.4% | 103.8 K | 0 | 103.8 K |
| Debt | 263 | 0.0% | 0 | 3 | -3 |
| Other | 771 | 0.1% | 0 | 1.692 K | -1.692 K |
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Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
646,296
Holdings
282
QoQ value change ($000)
36,403
(6.0%)
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.