First seen by DFX
Sep 12, 2026
date not stated
QTR Family Wealth, LLC found on the SEC adviser roster (name)
QTR Family Wealth, LLC reported $240,085,313 across 287 13(f) positions for the quarter ended 2026-03-31
QTR Family Wealth, LLC reduced Ishares Bitcoin Trust Etf 91,974 -> 56,916 shares ($3,584,209 -> $2,397,852)
QTR Family Wealth, LLC reported $227,133,627 across 277 13(f) positions for the quarter ended 2025-12-31
QTR Family Wealth, LLC increased Janus Detroit Str Tr 29,113 -> 43,356 shares ($1,521,757 -> $2,272,722)
QTR Family Wealth, LLC reduced Blackstone Secd Lending Fd 153,101 -> 96,868 shares ($3,991,330 -> $2,486,604)
QTR Family Wealth, LLC reduced Janus Detroit Str Tr 53,363 -> 23,445 shares ($2,570,511 -> $1,121,146)
QTR Family Wealth, LLC reported $210,787,563 across 255 13(f) positions for the quarter ended 2025-09-30
QTR Family Wealth, LLC increased Meta Platforms Inc 2,989 -> 3,826 shares ($2,206,055 -> $2,809,518)
QTR Family Wealth, LLC increased Abacus Global Mgmt Inc 324,124 -> 607,530 shares ($1,665,997 -> $3,481,147)
QTR Family Wealth, LLC increased Blackstone Secd Lending Fd 81,970 -> 153,101 shares ($2,520,569 -> $3,991,330)
QTR Family Wealth, LLC reported $161,469,505 across 186 13(f) positions for the quarter ended 2025-06-30
QTR Family Wealth, LLC increased Amazon Com Inc 11,698 -> 17,201 shares ($2,225,678 -> $3,773,728)
QTR Family Wealth, LLC increased Berkshire Hathaway Inc Del 3,649 -> 4,574 shares ($1,943,339 -> $2,221,870)
QTR Family Wealth, LLC increased Invesco Qqq Tr 5,201 -> 7,763 shares ($2,439,070 -> $4,282,362)
QTR Family Wealth, LLC increased Ishares Bitcoin Trust Etf 28,647 -> 90,599 shares ($1,340,966 -> $5,545,565)
QTR Family Wealth, LLC increased Meta Platforms Inc 2,246 -> 2,989 shares ($1,294,739 -> $2,206,055)
QTR Family Wealth, LLC increased Nvidia Corporation 33,956 -> 44,275 shares ($3,680,166 -> $6,995,046)
QTR Family Wealth, LLC increased Tesla Inc 9,624 -> 14,537 shares ($2,494,230 -> $4,617,819)
QTR Family Wealth, LLC increased Vanguard Index Fds 5,429 -> 8,551 shares ($2,790,044 -> $4,857,216)
QTR Family Wealth, LLC reduced Fidelity Wise Origin Bitcoin 89,087 -> 52,163 shares ($6,411,591 -> $4,902,767)
QTR Family Wealth, LLC reduced Microstrategy Inc 8,270 -> 5,817 shares ($2,383,921 -> $2,351,305)
QTR Family Wealth, LLC reported $132,632,286 across 162 13(f) positions for the quarter ended 2025-03-31