13F Filings History of QTR Family Wealth, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$225,928,629
Signature - Title
Eduardo Iniesta - Admin
Location
Lake Mary, FL
Summary
This page shows a list of all the recent 13F filings made by QTR Family Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. QTR Family Wealth, LLC reported 277 stock holdings with total value $225,928,629 as of Q4 2025. Top holdings included AAPL, NVDA, GOOG, TSLA, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 277 $225,928,629 +$34,511,961 -$21,106,907 +$13,405,054 AAPL, NVDA, GOOG, TSLA, MSFT 13F-HR 13 Feb 2026, 09:20
Q3 2025 255 $210,787,563 +$42,052,875 -$5,626,150 +$36,426,725 NVDA, AAPL, MSFT, TSLA, IBIT 13F-HR 29 Oct 2025, 15:03
Q2 2025 186 $161,469,505 +$30,967,158 -$12,394,921 +$18,572,237 NVDA, MSFT, AAPL, IBIT, FBTC 13F-HR 18 Jul 2025, 12:11
Q1 2025 162 $132,632,286 $0 $0 $0 BHVN, FBTC, AAPL, MSFT, NVDA 13F-HR 12 May 2025, 13:02