Quaker Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    moorestown, NJ
  • Num holdings

    967

  • Value ($000)

    $315,644

  • Date Filed
    01/28/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$53.98M
17 %

161,000

VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
$32.96M
10 %

413,405

VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$24.49M
8 %

170,637

IEF

ISHARES TR

7-10 YR TRSY BD
$17.47M
6 %

181,705

TLT

ISHARES TR

20 YR TR BD ETF
$17.16M
5 %

196,860

VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$15.05M
5 %

179,689

JSI

JANUS DETROIT STR TR

HENDERSON SECURI
$14.17M
5 %

272,130

---

VANGUARD WORLD FD

INF TECH ETF
$10.74M
3 %

14,242

KRE

SPDR SERIES TRUST

STATE STREET SPD
$9.93M
3 %

108,643

VUG

VANGUARD INDEX FDS

GROWTH ETF
$9.68M
3 %

19,838

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