Quotient Wealth Partners, LLC

The portfolio is highly diversified, holding 353 distinct positions. However, the management style appears to be heavily reliant on ETF-based strategies rather than individual stock selection. Approximately 80.5% of the total portfolio value ($3.03B) is allocated to ETFs. The turnover rate for the quarter was exceptionally high, characterized by a complete restructuring of the portfolio: the data indicates 27 new positions, 27 sold positions, and 0 unchanged positions among the tracked activity. This implies a comprehensive overhaul of the investment strategy, likely shifting from a previous specific mandate to a broader asset allocation model.

2. Key Holdings

The portfolio is dominated by large-cap, liquid ETFs that track core indices and fixed income markets. The top ten holdings account for 61.74% of the total portfolio value, indicating a strong concentration in core assets.