Long-term investor
Qtr Family Wealth, LLC @qtrfamilywealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002067954).
Record
- Tracked since 2025-06-30 (448 days), 408 trades recorded
- Returns: week n/a · month n/a · 90 days +3.8% · 6 months n/a · 1 year +13.5% · all +13.5%
- Max drawdown n/a · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 3.8% · long · since 2025-06-30
- AAPL · 3.7% · long · since 2025-06-30
- 09261X102 · 3.0% · long · since 2025-06-30
- 02079K107 · 2.6% · long · since 2025-06-30
- TSLA · 2.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- ABX · 2.4% · long · since 2025-06-30
- AMZN · 2.4% · long · since 2025-06-30
- 46090E103 · 2.1% · long · since 2025-06-30
- 922908363 · 2.0% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- BHVN · 1.7% · long · since 2025-06-30