QUATTRO FINANCIAL ADVISORS LLC
$331M in tracked AUM across 91 positions as of Q1 2026.
Quattro Financial Advisors LLC manages a $332M, 91-name portfolio whose defining read is a high-conviction mega-cap technology core anchored by Amazon (AMZN, 6.5%) and Microsoft (MSFT, 6.2%) — two names that together occupy 12.7% of the book in deliberate long-duration compounding bets. XLG (Invesco S&P 500 Top 50, 5.6%), QQQ (5.2%), and SPY (4.6%) occupy the next three positions as a concentrated U.S. large-cap equity sleeve expressed through ETF vehicles — a deliberate choice that provides beta efficiency without the research overhead of holding 50+ individual large-cap names. The remaining 63.1% of the book is dispersed across single-stock selections spanning technology, healthcare, financials, industrials, and consumer sectors. With whaleScore of 54.50 and meaningful single-stock conviction weights at the top of the book, this is best read as an active quality-and-growth allocator that has chosen to implement its large-cap equity sleeve through concentrated ETF vehicles rather than through individual large-cap stock selection.
Quarter at a glance — Q1 2026
Position-change comparison pending.
Top 10 holdings
By portfolio weight as of Q1 2026.