AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Quotient Wealth Partners, LLC
Report Period: Q4 2025 (Report Date: 2025-12-31) Total Portfolio Value: $3.76B
1. Portfolio Overview
Quotient Wealth Partners has executed a dramatic expansion of its portfolio in the quarter ending December 31, 2025. The total Assets Under Management (AUM) surged by 100.4%, growing from $1.88 billion to $3.76 billion. This doubling of capital suggests significant net inflows from clients or a substant...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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