Quotient Wealth Partners, LLC

13F filer · CIK 0002004904

Reported Aug 3, 2026

Net buyer this quarter

13F portfolio value$4.24BU.S. long equity reported on 13F

Positions29842 new · 17 closed

Net flow last quarter+$9.27MBuys minus sells

Top 10 positions weight4.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 2026298 positions
XOMExxonMobil Holdings Corp	$65M	1.53%	0.01%	-4.9%	Q4 2023
AAPLApple Inc.	$26.4M	0.62%	0.00%	+0.7%	Q4 2023
NVDANvidia Corp	$21.1M	0.50%	0.00%	+2.7%	Q4 2023
MSFTMicrosoft Corp	$12.9M	0.31%	0.00%	+1.6%	Q4 2023
GOOGLAlphabet Inc.	$11.4M	0.27%	0.00%	-0.7%	Q4 2023
AMZNAmazon Com Inc	$10.1M	0.24%	0.00%	+3.3%	Q4 2023
AVGOBroadcom Inc.	$7.63M	0.18%	0.00%	+4.4%	Q4 2023
COSTCostco Wholesale Corp	$7.56M	0.18%	0.00%	-4.5%	Q4 2023
SMMUOasys Mobile, Inc.	$7.04M	0.17%	Not reported	+4.3%	Q2 2024
GOOGAlphabet Inc.	$6.83M	0.16%	Not reported	+1.7%	Q4 2023
CVXChevron Corp	$6.83M	0.16%	0.00%	+3.2%	Q4 2023
AMDAdvanced Micro Devices Inc	$6.15M	0.15%	0.00%	+2.1%	Q4 2023
TSLATesla, Inc.	$6.02M	0.14%	0.00%	-0.7%	Q4 2023
BRK.BBerkshire Hathaway Inc	$6M	0.14%	Not reported	+1.9%	Q4 2023
TXNTexas Instruments Inc	$5.65M	0.13%	0.00%	+5.1%	Q4 2023
JPMJPMorgan Chase & Co	$5.16M	0.12%	0.00%	+5.1%	Q4 2023
LMTLockheed Martin Corp	$4.98M	0.12%	0.00%	+63.3%	Q4 2023
PDSPRECISION DRILLING Corp	$4.77M	0.11%	0.48%	-7.4%	Q1 2025
METAMeta Platforms, Inc.	$4.75M	0.11%	Not reported	-5.4%	Q4 2023
MUMicron Technology Inc	$4.63M	0.11%	0.00%	+13.0%	Q1 2024
COPConocophillips	$4.59M	0.11%	0.00%	+16.4%	Q4 2023
LLYELI LILLY & Co	$4.41M	0.10%	0.00%	+2.8%	Q4 2023
PSXPhillips 66	$3.56M	0.08%	0.01%	-10.5%	Q4 2023
JNJJohnson & Johnson	$3.45M	0.08%	0.00%	-3.0%	Q4 2023
CATCaterpillar Inc	$3.24M	0.08%	0.00%	+8.8%	Q4 2023
VVisa Inc.	$3.22M	0.08%	0.00%	+8.2%	Q4 2023
PANWPalo Alto Networks Inc	$3.17M	0.07%	0.00%	+7.4%	Q4 2023
JAVASun Microsystems, Inc.	$3.02M	0.07%	Not reported	+12.1%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$2.87M	0.07%	Not reported	+0.5%	Q4 2023
RTXRTX Corp	$2.85M	0.07%	0.00%	-4.4%	Q4 2023
LRCXLam Research Corp	$2.8M	0.07%	0.00%	+6.4%	Q4 2023
WMTWalmart Inc.	$2.78M	0.07%	0.00%	-1.9%	Q4 2023
ABBVAbbVie Inc.	$2.69M	0.06%	0.00%	+2.3%	Q4 2023
AMATApplied Materials Inc	$2.52M	0.06%	0.00%	-0.6%	Q4 2023
INTCIntel Corp	$2.51M	0.06%	0.00%	+13.2%	Q4 2023
BPBP PLC	$2.46M	0.06%	Not reported	-1.8%	Q4 2023
BACBank of America Corp	$2.32M	0.05%	0.00%	+1.7%	Q4 2023
XELXcel Energy Inc	$2.23M	0.05%	0.00%	+0.5%	Q4 2023
HDHome Depot, Inc.	$2.16M	0.05%	0.00%	+10.3%	Q4 2023
CSCOCisco Systems, Inc.	$2.14M	0.05%	0.00%	+10.7%	Q4 2023
GEGeneral Electric Co	$2.06M	0.05%	0.00%	-2.5%	Q4 2023
MAMastercard Inc	$2.04M	0.05%	0.00%	-2.6%	Q4 2023
KOCoca Cola Co	$1.89M	0.04%	0.00%	+40.6%	Q4 2023
ORCLOracle Corp	$1.86M	0.04%	0.00%	+60.8%	Q4 2023
KLACKla Corp	$1.82M	0.04%	0.00%	-4.7%	Q4 2023
GEVGE Vernova Inc.	$1.76M	0.04%	0.00%	+0.1%	Q2 2024
VZVerizon Communications Inc	$1.74M	0.04%	0.00%	+23.6%	Q4 2023
COHRCoherent Corp.	$1.6M	0.04%	0.00%	New	Q2 2026
IBMInternational Business Machines Corp	$1.57M	0.04%	0.00%	+3.1%	Q4 2023
SLBSLB Limited	$1.56M	0.04%	0.00%	-4.2%	Q4 2023

Q1 2026Reported Apr 16, 2026271 positions
XOMExxonMobil Holdings Corp	$84.7M	2.23%	0.01%	-14.5%	Q4 2023
AAPLApple Inc.	$23M	0.60%	0.00%	+11.0%	Q4 2023
NVDANvidia Corp	$17.9M	0.47%	0.00%	+0.4%	Q4 2023
MSFTMicrosoft Corp	$12.6M	0.33%	0.00%	+0.5%	Q4 2023
GOOGLAlphabet Inc.	$9.23M	0.24%	0.00%	+0.8%	Q4 2023
AMZNAmazon Com Inc	$8.56M	0.23%	0.00%	-2.0%	Q4 2023
COSTCostco Wholesale Corp	$8.43M	0.22%	0.00%	-3.1%	Q4 2023
CVXChevron Corp	$8.25M	0.22%	0.00%	-15.5%	Q4 2023
SMMUOasys Mobile, Inc.	$6.75M	0.18%	Not reported	-2.9%	Q2 2024
PDSPRECISION DRILLING Corp	$6.62M	0.17%	0.52%	-15.0%	Q1 2025
AVGOBroadcom Inc.	$5.99M	0.16%	0.00%	+2.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$5.63M	0.15%	Not reported	-0.2%	Q4 2023
GOOGAlphabet Inc.	$5.45M	0.14%	Not reported	+5.5%	Q4 2023
TSLATesla, Inc.	$5.35M	0.14%	0.00%	+0.5%	Q4 2023
METAMeta Platforms, Inc.	$5.1M	0.13%	Not reported	+2.9%	Q4 2023
COPConocophillips	$5.01M	0.13%	0.00%	-2.9%	Q4 2023
GSGoldman Sachs Group Inc	$4.81M	0.13%	0.00%	-1.1%	Q4 2023
JPMJPMorgan Chase & Co	$4.41M	0.12%	0.00%	0.0%	Q4 2023
PSXPhillips 66	$4.29M	0.11%	0.01%	-22.5%	Q4 2023
LMTLockheed Martin Corp	$3.62M	0.10%	0.00%	-1.4%	Q4 2023
TXNTexas Instruments Inc	$3.5M	0.09%	0.00%	-9.8%	Q4 2023
JNJJohnson & Johnson	$3.43M	0.09%	0.00%	+4.0%	Q4 2023
LLYELI LILLY & Co	$3.29M	0.09%	0.00%	-0.2%	Q4 2023
BPBP PLC	$3.18M	0.08%	Not reported	+1.0%	Q4 2023
WMTWalmart Inc.	$3.11M	0.08%	0.00%	-4.5%	Q4 2023
RTXRTX Corp	$3.03M	0.08%	0.00%	-15.6%	Q4 2023
VVisa Inc.	$2.62M	0.07%	0.00%	-7.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.49M	0.07%	Not reported	+3.1%	Q4 2023
JAVASun Microsystems, Inc.	$2.43M	0.06%	Not reported	+40.4%	Q1 2025
ABBVAbbVie Inc.	$2.27M	0.06%	0.00%	+1.9%	Q4 2023
XELXcel Energy Inc	$2.19M	0.06%	0.00%	+10.7%	Q4 2023
AMDAdvanced Micro Devices Inc	$2.11M	0.06%	0.00%	+7.2%	Q4 2023
MAMastercard Inc	$2.04M	0.05%	0.00%	-7.2%	Q4 2023
NFLXNetflix Inc	$2.03M	0.05%	0.00%	-1.0%	Q4 2023
CATCaterpillar Inc	$1.98M	0.05%	0.00%	-0.6%	Q4 2023
BACBank of America Corp	$1.95M	0.05%	0.00%	-3.0%	Q4 2023
PLTRPalantir Technologies Inc.	$1.89M	0.05%	0.00%	+0.6%	Q2 2024
HDHome Depot, Inc.	$1.83M	0.05%	0.00%	-5.5%	Q4 2023
SLBSLB Limited	$1.8M	0.05%	0.00%	-1.2%	Q4 2023
VGVenture Global, Inc.	$1.72M	0.05%	Not reported	-57.8%	Q3 2025
VZVerizon Communications Inc	$1.67M	0.04%	0.00%	+4.2%	Q4 2023
GEGeneral Electric Co	$1.61M	0.04%	0.00%	-3.1%	Q4 2023
GILDGilead Sciences, Inc.	$1.48M	0.04%	0.00%	+17.8%	Q4 2023
PGPROCTER & GAMBLE Co	$1.45M	0.04%	0.00%	-2.9%	Q4 2023
PANWPalo Alto Networks Inc	$1.39M	0.04%	0.00%	-3.2%	Q4 2023
TAt&T Inc.	$1.34M	0.04%	0.00%	-2.4%	Q4 2023
IBMInternational Business Machines Corp	$1.32M	0.03%	0.00%	-4.8%	Q4 2023
GEVGE Vernova Inc.	$1.31M	0.03%	0.00%	-2.5%	Q2 2024
LRCXLam Research Corp	$1.3M	0.03%	0.00%	+3.5%	Q4 2023
TJXTJX Companies Inc	$1.29M	0.03%	0.00%	+3.6%	Q4 2023

Q4 2025Reported Jan 22, 2026254 positions
XOMExxonMobil Holdings Corp	$70.3M	1.87%	0.01%	-6.6%	Q4 2023
AAPLApple Inc.	$22.2M	0.59%	0.00%	+3.6%	Q4 2023
NVDANvidia Corp	$19.1M	0.51%	0.00%	-1.0%	Q4 2023
MSFTMicrosoft Corp	$16.4M	0.44%	0.00%	-4.0%	Q4 2023
GOOGLAlphabet Inc.	$9.97M	0.27%	0.00%	-1.0%	Q4 2023
AMZNAmazon Com Inc	$9.67M	0.26%	0.00%	+7.8%	Q4 2023
COSTCostco Wholesale Corp	$7.53M	0.20%	0.00%	+166.8%	Q4 2023
CVXChevron Corp	$7.19M	0.19%	0.00%	+2.0%	Q4 2023
SMMUOasys Mobile, Inc.	$6.95M	0.18%	Not reported	-4.0%	Q2 2024
AVGOBroadcom Inc.	$6.54M	0.17%	0.00%	+0.4%	Q4 2023
TSLATesla, Inc.	$6.44M	0.17%	0.00%	+0.8%	Q4 2023
BRK.BBerkshire Hathaway Inc	$5.92M	0.16%	Not reported	+0.1%	Q4 2023
METAMeta Platforms, Inc.	$5.72M	0.15%	Not reported	-6.6%	Q4 2023
PDSPRECISION DRILLING Corp	$5.69M	0.15%	0.61%	-18.0%	Q1 2025
GOOGAlphabet Inc.	$5.66M	0.15%	Not reported	+2.3%	Q4 2023
GSGoldman Sachs Group Inc	$5.05M	0.13%	0.00%	-1.9%	Q4 2023
JPMJPMorgan Chase & Co	$4.84M	0.13%	0.00%	+2.1%	Q4 2023
PSXPhillips 66	$3.92M	0.10%	0.01%	-17.6%	Q4 2023
LLYELI LILLY & Co	$3.85M	0.10%	0.00%	-2.7%	Q4 2023
COPConocophillips	$3.66M	0.10%	0.00%	-5.2%	Q4 2023
TXNTexas Instruments Inc	$3.47M	0.09%	0.00%	-1.0%	Q4 2023
RTXRTX Corp	$3.41M	0.09%	0.00%	-0.5%	Q4 2023
VVisa Inc.	$3.28M	0.09%	0.00%	-2.7%	Q4 2023
LMTLockheed Martin Corp	$2.94M	0.08%	0.00%	-3.1%	Q4 2023
WMTWalmart Inc.	$2.92M	0.08%	0.00%	+7.2%	Q4 2023
JNJJohnson & Johnson	$2.79M	0.07%	0.00%	+0.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.53M	0.07%	Not reported	+21.6%	Q4 2023
MAMastercard Inc	$2.51M	0.07%	0.00%	-7.0%	Q4 2023
ABBVAbbVie Inc.	$2.34M	0.06%	0.00%	+25.0%	Q4 2023
BPBP PLC	$2.33M	0.06%	Not reported	+8.3%	Q4 2023
PLTRPalantir Technologies Inc.	$2.28M	0.06%	0.00%	+3.6%	Q2 2024
BACBank of America Corp	$2.27M	0.06%	0.00%	-2.7%	Q4 2023
AMDAdvanced Micro Devices Inc	$2.07M	0.06%	0.00%	+4.8%	Q4 2023
HDHome Depot, Inc.	$2.02M	0.05%	0.00%	-10.4%	Q4 2023
NFLXNetflix Inc	$2M	0.05%	0.00%	-4.6%	Q4 2023
XELXcel Energy Inc	$1.84M	0.05%	0.00%	0.0%	Q4 2023
GEGeneral Electric Co	$1.8M	0.05%	0.00%	+5.9%	Q4 2023
VGVenture Global, Inc.	$1.76M	0.05%	Not reported	+0.7%	Q3 2025
JAVASun Microsystems, Inc.	$1.73M	0.05%	Not reported	+0.8%	Q1 2025
IBMInternational Business Machines Corp	$1.69M	0.04%	0.00%	+3.9%	Q4 2023
ORCLOracle Corp	$1.67M	0.04%	0.00%	-3.1%	Q4 2023
PANWPalo Alto Networks Inc	$1.65M	0.04%	0.00%	-0.3%	Q4 2023
CATCaterpillar Inc	$1.61M	0.04%	0.00%	+2.2%	Q4 2023
PGPROCTER & GAMBLE Co	$1.48M	0.04%	0.00%	-13.8%	Q4 2023
WFCWells Fargo & Company	$1.39M	0.04%	0.00%	-0.7%	Q4 2023
SLBSLB Limited	$1.36M	0.04%	0.00%	-11.0%	Q4 2023
VZVerizon Communications Inc	$1.3M	0.03%	0.00%	-5.7%	Q4 2023
INTUIntuit Inc.	$1.24M	0.03%	0.00%	-12.8%	Q4 2023
CSGPCostar Group, Inc.	$1.23M	0.03%	0.00%	-5.4%	Q1 2025
FICOFair Isaac Corp	$1.21M	0.03%	0.00%	+0.6%	Q4 2023

Q3 2025Reported Oct 10, 2025272 positions
XOMExxonMobil Holdings Corp	$70.5M	1.93%	0.01%	-0.7%	Q4 2023
AAPLApple Inc.	$20M	0.55%	0.00%	+5.4%	Q4 2023
NVDANvidia Corp	$19.3M	0.53%	0.00%	+6.0%	Q4 2023
MSFTMicrosoft Corp	$18.3M	0.50%	0.00%	+2.3%	Q4 2023
AMZNAmazon Com Inc	$8.54M	0.23%	0.00%	+5.8%	Q4 2023
GOOGLAlphabet Inc.	$7.82M	0.21%	0.00%	-0.3%	Q4 2023
SMMUOasys Mobile, Inc.	$7.25M	0.20%	Not reported	-1.7%	Q2 2024
CVXChevron Corp	$7.19M	0.20%	0.00%	+12.3%	Q4 2023
METAMeta Platforms, Inc.	$6.81M	0.19%	Not reported	+5.9%	Q4 2023
TSLATesla, Inc.	$6.32M	0.17%	0.00%	+5.5%	Q4 2023
AVGOBroadcom Inc.	$6.21M	0.17%	0.00%	+2.3%	Q4 2023
BRK.BBerkshire Hathaway Inc	$5.92M	0.16%	Not reported	-0.9%	Q4 2023
PDSPRECISION DRILLING Corp	$5.44M	0.15%	0.70%	Not reported	Q1 2025
PSXPhillips 66	$5.01M	0.14%	0.01%	-7.0%	Q4 2023
GSGoldman Sachs Group Inc	$4.66M	0.13%	0.00%	+2.6%	Q4 2023
JPMJPMorgan Chase & Co	$4.64M	0.13%	0.00%	+3.4%	Q4 2023
GOOGAlphabet Inc.	$4.29M	0.12%	Not reported	+5.6%	Q4 2023
COPConocophillips	$3.9M	0.11%	0.00%	-1.1%	Q4 2023
TXNTexas Instruments Inc	$3.71M	0.10%	0.00%	-1.7%	Q4 2023
VGVenture Global, Inc.	$3.64M	0.10%	Not reported	New	Q3 2025
VVisa Inc.	$3.28M	0.09%	0.00%	-7.8%	Q4 2023
LMTLockheed Martin Corp	$3.13M	0.09%	0.00%	-0.9%	Q4 2023
RTXRTX Corp	$3.13M	0.09%	0.00%	-23.3%	Q4 2023
COSTCostco Wholesale Corp	$3.03M	0.08%	0.00%	+32.5%	Q4 2023
LLYELI LILLY & Co	$2.81M	0.08%	0.00%	-1.2%	Q4 2023
MAMastercard Inc	$2.69M	0.07%	0.00%	-4.9%	Q4 2023
NFLXNetflix Inc	$2.68M	0.07%	0.00%	+4.4%	Q4 2023
HDHome Depot, Inc.	$2.66M	0.07%	0.00%	-7.0%	Q4 2023
WMTWalmart Inc.	$2.52M	0.07%	0.00%	+3.5%	Q4 2023
ORCLOracle Corp	$2.49M	0.07%	0.00%	-12.4%	Q4 2023
JNJJohnson & Johnson	$2.48M	0.07%	0.00%	+7.2%	Q4 2023
PLTRPalantir Technologies Inc.	$2.26M	0.06%	0.00%	+2.7%	Q2 2024
BACBank of America Corp	$2.19M	0.06%	0.00%	+3.1%	Q4 2023
BPBP PLC	$2.13M	0.06%	Not reported	+0.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$2.03M	0.06%	Not reported	+17.4%	Q4 2023
XELXcel Energy Inc	$2.01M	0.06%	0.00%	+0.2%	Q4 2023
ABBVAbbVie Inc.	$1.9M	0.05%	0.00%	-0.3%	Q4 2023
PGPROCTER & GAMBLE Co	$1.84M	0.05%	0.00%	-8.7%	Q4 2023
PANWPalo Alto Networks Inc	$1.83M	0.05%	0.00%	+1.1%	Q4 2023
GEGeneral Electric Co	$1.66M	0.05%	0.00%	0.0%	Q4 2023
JAVASun Microsystems, Inc.	$1.65M	0.05%	Not reported	-1.0%	Q1 2025
CSGPCostar Group, Inc.	$1.63M	0.04%	0.00%	-7.5%	Q1 2025
IBMInternational Business Machines Corp	$1.55M	0.04%	0.00%	-3.3%	Q4 2023
AMDAdvanced Micro Devices Inc	$1.49M	0.04%	0.00%	+24.1%	Q4 2023
VZVerizon Communications Inc	$1.49M	0.04%	0.00%	-2.5%	Q4 2023
INTUIntuit Inc.	$1.47M	0.04%	0.00%	-6.8%	Q4 2023
TAt&T Inc.	$1.38M	0.04%	0.00%	+0.4%	Q4 2023
SLBSLB Limited	$1.37M	0.04%	0.00%	-9.8%	Q4 2023
CATCaterpillar Inc	$1.31M	0.04%	0.00%	-2.6%	Q4 2023
WFCWells Fargo & Company	$1.25M	0.03%	0.00%	+2.6%	Q4 2023

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