QTR Family Wealth, LLC
All 13F Filings
- Location
- Lake Mary, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 287,020
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 7/27/2026 | 337 | 287,020 | 13F-HR | QTR Family Wealth, LLC |
| Q1 2026 | 4/15/2026 | 287 | 240,085 | 13F-HR | QTR Family Wealth, LLC |
| Q4 2025 | 2/13/2026 | 277 | 227,134 | 13F-HR | QTR Family Wealth, LLC |
| Q3 2025 | 10/29/2025 | 255 | 210,788 | 13F-HR | QTR Family Wealth, LLC |
| Q2 2025 | 7/18/2025 | 186 | 161,470 | 13F-HR | QTR Family Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 241.2 K | 84.4% | 38.62 K | 0 | 38.62 K |
| ETFs | 43.85 K | 15.3% | 7.472 K | 0 | 7.472 K |
| Debt | 711 | 0.2% | 711 | 0 | 711 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
287,020
Holdings
337
QoQ value change ($000)
46,935
(19.5%)
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.