QTR Family Wealth, LLC

13F Filings History

Latest 13F report: Q2 2025 - Jul 18, 2025
Value $: $161M
Signature - Title: Desaree Tatum - Team Lead, Compliance Support
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 186 stock holdings with total value $161M as of Q2 2025. Top holdings included NVDA, MSFT, AAPL, IBIT, and FBTC.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	186	$161M	+$31M	-$12.4M	+$18.6M	NVDA, MSFT, AAPL, IBIT, FBTC	13F-HR	7/18/2025, 12:11 PM
Q1 2025	162	$133M	$0	$0		BHVN, FBTC, AAPL, MSFT, NVDA	13F-HR	5/12/2025, 01:02 PM