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Quaker Wealth Management, LLC

Q3 2025 13F Holdings

  • Location
    moorestown, NJ
  • Num holdings

    841

  • Value ($000)

    $307,435

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001733472
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$60.04M
20 %

182,964

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$32.8M
11 %

410,336

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$23.51M
8 %

166,780

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$17.24M
6 %

178,708

T
TLT

ISHARES TR

20 YR TR BD ETF
464287432
$17.2M
6 %

192,460

V
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
92206C870
$14.92M
5 %

177,406

J
JSI

JANUS DETROIT STR TR

HENDERSON SECURI
47103U746
$14.01M
5 %

267,995

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VANGUARD WORLD FD

INF TECH ETF
92204A702
$10.48M
3 %

14,030

K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
78468R663
$9.84M
3 %

107,259

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$9.43M
3 %

19,662

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