QTR Family Wealth, LLC
Q2 2026 13F Holdings
Location
Lake Mary, FL
Holdings as of
6/30/2026
Value ($000)
$287,020
Num holdings
337
Date filed
7/27/2026
Form type
13F-HR
Prev filing
4/15/2026
Next filing
SEC
View on sec.gov
Compare Q2 2026 to
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type