Quaker Wealth Management, LLC
Q3 2025 13F Holdings
- Locationmoorestown, NJ
- Num holdings
841
- Value ($000)
$307,435
- Date Filed11/05/2025
- Form type13F-HR
- CIK0001733472
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $60.04 M | 20 % | 182,964 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $32.80 M | 11 % | 410,336 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $23.51 M | 8 % | 166,780 | ||
IEF ISHARES TR | 7-10 YR TRSY BD | 464287440 | $17.24 M | 6 % | 178,708 | ||
TLT ISHARES TR | 20 YR TR BD ETF | 464287432 | $17.20 M | 6 % | 192,460 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $14.92 M | 5 % | 177,406 | ||
JSI JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 | $14.01 M | 5 % | 267,995 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $10.48 M | 3 % | 14,030 | ||
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $9.84 M | 3 % | 107,259 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.43 M | 3 % | 19,662 |
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