StockDriftsStockDriftsTop 50 Quotient Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.18% | 801.7K | $600.4M | +1.08%(+8.59K) | $527.89(+47.26%) | 2026-06-30 | |
| SPYG | SPDR SER TR | 10.3% | 3.67M | $436.4M | -0.40%(-14.71K) | $66.76(+83.92%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.23% | 6.73M | $306.1M | +3.52%(+228.57K) | $45.60(-1.48%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 7.1% | 5.75M | $300.8M | +3.52%(+195.51K) | $52.02(-0.03%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.04% | 2.65M | $256.0M | +2.93%(+75.39K) | $72.64(+39.10%) | 2026-06-30 | |
| SPYV | SPDR SER TR | 5.65% | 3.94M | $239.5M | +2.58%(+99.05K) | $48.03(+32.00%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.54% | 1.94M | $192.4M | +3.40%(+64.00K) | $97.51(-0.09%) | 2026-06-30 | |
| HEFA | ISHARES TR | 3.81% | 3.44M | $161.4M | +2.13%(+71.83K) | $32.15(+48.66%) | 2026-06-30 | |
| MBB | ISHARES TR | 3.76% | 1.69M | $159.3M | +3.53%(+57.52K) | $92.54(+0.65%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.64% | 1.86M | $154.1M | +0.49%(+9.07K) | $50.62(+58.48%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +32.71% |
| Top 20 Holdings Unweighted | — | — | — | — | +32.68% |
Quotient Wealth Partners, LLC reports $4.24B in US-listed equity holdings across 409 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.2%), SPYG (10.3%) and FBND (7.2%). The top 20 holdings account for 83.18% of reported assets. Its disclosed equity book has returned +32.71% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Quotient Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004904). View Quotient Wealth Partners, LLC’s 13F filings on SEC