Quotient Wealth Partners
$3.8B Assets Reported
399 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 793,084 | $518M | 13.6% |
| SPYG | SPDR SER TR | 3,681,880 | $360M | 9.5% |
| FBND | FIDELITY MERRIMACK STR TR | 6,501,284 | $297M | 7.8% |
| BINC | BLACKROCK ETF TRUST II | 5,551,033 | $288M | 7.6% |
| IEFA | ISHARES TR | 2,574,775 | $233M | 6.1% |
| SPYV | SPDR SER TR | 3,840,648 | $217M | 5.7% |
| AGG | ISHARES TR | 1,880,132 | $187M | 4.9% |
| MBB | ISHARES TR | 1,628,093 | $155M | 4.1% |
| HEFA | ISHARES TR | 3,367,759 | $143M | 3.8% |
| IEMG | ISHARES INC | 1,851,640 | $129M | 3.4% |
Track Quotient Wealth Partners's 13F portfolio: $3.8B in reported holdings, 399 positions. Top holdings, AUM, and quarterly changes on SentiSense.