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QTR Family Wealth, LLC

Q3 2025 13F Holdings

  • Location
    lake mary, FL
  • Num holdings

    255

  • Value ($000)

    $210,788

  • Date Filed
    10/29/2025
  • Form type
    13F-HR
  • CIK
    0002067954
  • 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
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.37M
4 %

50,244

A
AAPL

APPLE INC

COM
037833100
$8.47M
4 %

33,283

M
MSFT

MICROSOFT CORP

COM
594918104
$8.4M
4 %

16,227

T
TSLA

TESLA INC

COM
88160R101
$6.99M
3 %

15,716

I
IBIT

ISHARES BITCOIN TRUST ETF

SHS BEN INT
46438F101
$6.15M
3 %

94,678

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$5.42M
3 %

22,255

F
FBTC

FIDELITY WISE ORIGIN BITCOIN

SHS
315948109
$5.22M
3 %

52,320

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.08M
2 %

8,303

---

BIOHAVEN LTD

COM
G1110E107
$4.99M
2 %

332,288

A
AMZN

AMAZON COM INC

COM
023135106
$4.36M
2 %

19,850

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