Quotient Wealth Partners, LLC
Q4 2025 13F Holdings
- Locationdallas, TX
- Num holdings
353
- Value ($000)
$3,757,535
- Date Filed01/22/2026
- Form type13F-HR
- CIK0002004904
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $521.69M | 14 % | 761,651 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $393.53M | 11 % | 3,688,225 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | $231.87M | 6 % | 2,321,437 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | $225.24M | 6 % | 4,892,228 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $211.76M | 6 % | 2,367,144 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $202.68M | 5 % | 3,567,718 | ||
BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 092528603 | $193.67M | 5 % | 3,670,074 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | $143.53M | 4 % | 3,470,264 | ||
TRIMTABS ETF TR | FCF US QLTY ETF | 89628W302 | $139.83M | 4 % | 1,959,167 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $131.76M | 4 % | 1,960,087 |
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