QTR Family Wealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 328 distinct positions held by the firm.
The portfolio is diversified across various sectors and market capitalizations. Major technology holdings include significant stakes in Apple Inc., Amazon.com Inc., Microsoft Corporation, Alphabet Inc., and NVIDIA Corporation. The firm also holds substantial positions in financial services, such as JPMorgan Chase & Co., Berkshire Hathaway Inc. del Class B, and BlackRock Inc.
Other notable positions in the filing include shares in Eli Lilly & Co., Visa Inc., UnitedHealth Group Inc., and Procter & Gamble Co. The filing also lists various exchange-traded funds, including funds tracking the S&P 500, the Nasdaq-100, and international markets.
