Holdings of Quaker Wealth Management, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 886 in 9 countries
- Top ten
- 65.6 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Technology 3.8 %
- Funds 3.0 %
- Communication 2.4 %
- Industrials 1.1 %
- Health care 0.9 %
- Financials 0.7 %
- Consumer staples 0.6 %
- Consumer discretionary 0.5 %
- Energy 0.3 %
- Utilities 0.2 %
- Materials 0.1 %
- Real estate 0.1 %
- Unattributed 86.4 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 99.9 %
- France 0.0 %
- United Kingdom 0.0 %
- Cayman Islands 0.0 %
- Denmark 0.0 %
- Taiwan 0.0 %
- Netherlands 0.0 %
- Germany 0.0 %
- Canada 0.0 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 875 | 318.1M $ | 99.92 % |
| 2 | France | 1 | 138.5K $ | 0.04 % |
| 3 | United Kingdom | 3 | 54.8K $ | 0.02 % |
| 4 | Cayman Islands | 2 | 42.8K $ | 0.01 % |
| 5 | Denmark | 1 | 7.9K $ | 0.00 % |
| 6 | Taiwan | 1 | 1.7K $ | 0.00 % |
| 7 | Netherlands | 1 | 1.3K $ | 0.00 % |
| 8 | Germany | 1 | 857 $ | 0.00 % |
| 9 | Canada | 1 | 52 $ | 0.00 % |
Cite this page
Titelia. "Holdings of Quaker Wealth Management, LLC". https://titelia.com/en/funds/US13F1733472