Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC reported 409 positions worth $4.24B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: IVV (14.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $600.4M | 14.18% | 801,678 | — | — | |
| ▸ 2 | SPYG | SH | $436.4M | 10.30% | 3,667,167 | — | — | |
| ▸ 3 | FBND | SH | $306.1M | 7.23% | 6,729,858 | — | — | |
| ▸ 4 | BINC | SH | $300.8M | 7.10% | 5,746,548 | — | — | |
| ▸ 5 | IEFA | SH | $256.0M | 6.04% | 2,650,160 | — | — | |
| ▸ 6 | SPYV | SH | $239.5M | 5.65% | 3,939,693 | — | — | |
| ▸ 7 | AGG | SH | $192.4M | 4.54% | 1,944,130 | — | — | |
| ▸ 8 | HEFA | SH | $161.4M | 3.81% | 3,439,589 | — | — | |
| ▸ 9 | MBB | SH | $159.3M | 3.76% | 1,685,608 | — | — | |
| ▸ 10 | IEMG | SH | $154.1M | 3.64% | 1,860,708 | — | — |
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Frequently Asked Questions
What stocks does Quotient Wealth Partners, LLC hold as of Q2 2026?
Quotient Wealth Partners, LLC reported 409 positions worth $4.24B in its Q2 2026 13F filing. Largest positions: IVV (14.2%), SPYG (10.3%), FBND (7.2%), BINC (7.1%) and IEFA (6.0%).
What did Quotient Wealth Partners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Quotient Wealth Partners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.