Quaker Wealth Management, LLC
All 13F Filings
- Location
- Moorestown, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 343,519
- 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 | 7/24/2026 | 969 | 343,519 | 13F-HR | Quaker Wealth Management, LLC |
| Q1 2026 | 4/10/2026 | 974 | 320,137 | 13F-HR | Quaker Wealth Management, LLC |
| Q4 2025 | 1/28/2026 | 967 | 315,644 | 13F-HR | Quaker Wealth Management, LLC |
| Q3 2025 | 11/5/2025 | 841 | 307,435 | 13F-HR | Quaker Wealth Management, LLC |
| Q2 2025 | 8/4/2025 | 868 | 298,589 | 13F-HR | Quaker Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.8 K | 20.9% | 7.702 K | 0 | 7.702 K |
| ETFs | 271.5 K | 79.1% | 15.49 K | 0 | 15.49 K |
| Debt | 8 | 0.0% | 8 | 0 | 8 |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
343,519
Holdings
969
QoQ value change ($000)
23,382
(7.3%)
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.