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Filers›Family Office›Quotient Wealth Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Quotient Wealth Partners, LLC

Quotient Wealth's family office based in San Francisco, CA — $3.8B in tracked AUM across 377 positions as of Q1 2026.

QW
Quotient Wealth·San Francisco, CA·Family Office
CIK 0002004904 · last filed Mar 31, 2026
Total AUM
$3.8B
▲ 13.2%
vs prior
Holdings
377
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
51% weight
concentration
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.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$518M793K13.6%
02
SPYG
SPDR SER TR
$360M3.7M9.5%
03
FBND
FIDELITY MERRIMACK STR TR
$297M6.5M7.8%
04
BINC
BLACKROCK ETF TRUST II
$288M5.6M7.6%
05
IEFA
ISHARES TR
$233M2.6M6.1%
06
SPYV
SPDR SER TR
$217M3.8M5.7%
07
AGG
ISHARES TR
$187M1.9M4.9%
08
MBB
ISHARES TR
$155M1.6M4.1%
09
HEFA
ISHARES TR
$143M3.4M3.8%
10
IEMG
ISHARES INC
$129M1.9M3.4%

Filing history

Filing history loading…
AI Agent · grounded in Quotient
haiku-4-5 · 377 positions indexed
Sector mix
  • Tech51%
  • Financials8%
  • Cons. Disc.4%
  • Communications25%
  • Energy7%
  • Other5%
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