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Qp Wealth Management

Latest statistics and disclosures from Qp Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPDW, AAPL, SMMD, WDC, GOOGL, and represent 24.72% of Qp Wealth Management's stock portfolio.
Added to shares of these 10 stocks: MU, TIGO, CIEN, PL, SPCX, SIMO, ACMR, ASX, UMC, IONQ.
Started 21 new stock positions in SPCX, MU, PL, KGS, AMD, AVT, SQM, ENLT, TIGO, UMC. CZR, ACMR, ASX, ABVX, IONQ, MSM, UBSI, INTC, SRRK, CIEN, SIMO.
Reduced shares in these 10 stocks: LITE, NVDA, GE, VZ, SITM, LASR, BVN, OMAB, SSRM, NWG.
Sold out of its positions in BCS, BVN, EMBJ, UUUU, GE, GFI, OMAB, LITE, NWG, LASR. PRAX, TOTL, SSRM, SITM, VZ.
Qp Wealth Management was a net buyer of stock by $4.0M.
Qp Wealth Management has $70M in assets under management (AUM), dropping by 20.13%.
Central Index Key (CIK): 0001802496

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Positions held by Qp Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Qp Wealth Management

Qp Wealth Management holds 71 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	7.1	$5.0M	+6%	99k	50.39	View chart
Apple (AAPL)	5.0	$3.5M		12k	289.36	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	4.5	$3.1M		34k	91.63	View chart
Western Digital (WDC)	4.3	$3.0M		4.7k	638.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.8	$2.7M		7.5k	357.37	View chart
Tesla Motors (TSLA)	3.7	$2.6M		6.2k	420.60	View chart
Bloom Energy Corp Com Cl A (BE)	3.5	$2.5M		8.2k	302.70	View chart
NVIDIA Corporation (NVDA)	3.2	$2.2M	-35%	11k	200.09	View chart
Micron Technology (MU)	3.0	$2.1M	NEW	1.8k	1154.29	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	3.0	$2.1M		28k	75.88	View chart
Amazon (AMZN)	2.6	$1.8M	+11%	7.5k	238.34	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	2.4	$1.7M		67k	25.44	View chart
Howmet Aerospace (HWM)	2.1	$1.5M	-4%	5.5k	268.86	View chart
Microsoft Corporation (MSFT)	2.1	$1.4M	+12%	3.9k	373.02	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	2.0	$1.4M	NEW	16k	90.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.0	$1.4M	-4%	8.7k	161.54	View chart
Meta Platforms Cl A (META)	1.8	$1.3M	-12%	2.3k	563.29	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.8	$1.3M	-2%	21k	61.46	View chart
Ishares Tr Msci Usa Min Etf (USMV)	1.8	$1.3M	+6%	13k	96.46	View chart
Curtiss-Wright (CW)	1.8	$1.3M	-7%	1.7k	757.76	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	1.6	$1.1M		28k	40.65	View chart
Ciena Corp Com New (CIEN)	1.5	$1.0M	NEW	2.1k	490.56	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$1.0M	-9%	1.4k	736.40	View chart
Wal-Mart Stores (WMT)	1.5	$1.0M		9.0k	113.26	View chart
Palantir Technologies Cl A (PLTR)	1.4	$1000k		8.6k	116.67	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.4	$985k		51k	19.29	View chart
Planet Labs Pbc Com Cl A (PL)	1.3	$931k	NEW	28k	33.13	View chart
JPMorgan Chase & Co. (JPM)	1.3	$929k		2.8k	327.33	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	1.2	$831k	NEW	4.9k	170.86	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	1.1	$773k	+6%	16k	47.97	View chart
ViaSat (VSAT)	1.0	$688k	-3%	7.7k	89.81	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$642k	+15%	11k	59.73	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.8	$587k	-7%	11k	51.37	View chart
Silicon Motion Technology Sponsored Adr (SIMO)	0.8	$571k	NEW	1.7k	333.33	View chart
Acm Resh Com Cl A (ACMR)	0.8	$568k	NEW	4.5k	126.89	View chart
Ase Technology Hldg Sponsored Ads (ASX)	0.8	$551k	NEW	12k	45.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$528k	-2%	1.4k	368.38	View chart
Kinross Gold Corp (KGC)	0.7	$521k		22k	23.62	View chart
United Microelectronics Corp Spon Adr New (UMC)	0.7	$508k	NEW	19k	27.21	View chart
ESCO Technologies (ESE)	0.7	$495k	-4%	1.4k	350.04	View chart
Global X Fds Russell 2000 (RYLD)	0.7	$484k		30k	15.99	View chart
ConocoPhillips (COP)	0.7	$481k	-2%	4.6k	103.96	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$478k	-19%	8.5k	56.48	View chart
Spdr Series Trust St Term High Etf (SJNK)	0.7	$478k		19k	25.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$466k	-2%	1.3k	353.33	View chart
Ionq Inc Pipe (IONQ)	0.6	$450k	NEW	8.5k	53.26	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.6	$449k		20k	22.90	View chart
Scholar Rock Hldg Corp (SRRK)	0.6	$446k	NEW	8.1k	55.00	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$426k	-3%	24k	17.88	View chart
United Bankshares (UBSI)	0.6	$425k	NEW	9.3k	45.83	View chart
Caesars Entertainment (CZR)	0.6	$417k	NEW	14k	30.18	View chart
Abivax Sa Sponsored Ads (ABVX)	0.6	$414k	NEW	3.1k	133.26	View chart
Chubb (CB)	0.6	$400k	-27%	1.2k	340.74	View chart
Msc Indl Direct Cl A (MSM)	0.6	$389k	NEW	3.3k	118.95	View chart
Broadcom (AVGO)	0.5	$383k		1.0k	377.75	View chart
Advanced Micro Devices (AMD)	0.5	$379k	NEW	653.00	580.91	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.5	$378k	+22%	37k	10.35	View chart
Ishares Tr High Yld Corp Bd (HYGW)	0.5	$376k		13k	29.10	View chart
Kodiak Gas Svcs (KGS)	0.5	$373k	NEW	5.0k	75.13	View chart
Avnet (AVT)	0.5	$358k	NEW	4.0k	88.82	View chart
Invesco Actively Managed Exc Msci Eafe In Etf (EFAA)	0.5	$346k		6.2k	55.76	View chart
Enlight Renewable Energy SHS (ENLT)	0.5	$339k	NEW	3.8k	88.29	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.5	$337k	-6%	6.7k	50.50	View chart
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM)	0.4	$314k	NEW	4.2k	74.04	View chart
Weatherford Intl Ord Shs (WFRD)	0.4	$294k		3.6k	81.50	View chart
Eli Lilly & Co. (LLY)	0.4	$277k		231.00	1199.43	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.4	$270k		13k	20.31	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.4	$261k		12k	22.34	View chart
Intel Corporation (INTC)	0.3	$236k	NEW	1.7k	139.63	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.3	$230k	-4%	11k	21.06	View chart
Johnson & Johnson (JNJ)	0.3	$211k		832.00	253.97	View chart

Past Filings by Qp Wealth Management

SEC 13F filings are viewable for Qp Wealth Management going back to 2019

Qp Wealth Management 2026 Q2 filed July 20, 2026
Qp Wealth Management 2026 Q1 filed April 22, 2026
Qp Wealth Management 2025 Q4 filed Jan. 7, 2026
Qp Wealth Management 2023 Q3 filed Oct. 5, 2023
Qp Wealth Management 2023 Q2 filed July 13, 2023
Qp Wealth Management 2023 Q1 filed April 25, 2023
Qp Wealth Management 2022 Q4 filed Jan. 17, 2023
Qp Wealth Management 2022 Q3 filed Oct. 12, 2022
Qp Wealth Management 2022 Q2 filed July 8, 2022
Qp Wealth Management 2022 Q1 filed April 18, 2022
Qp Wealth Management 2021 Q4 filed Jan. 13, 2022
Qp Wealth Management 2021 Q3 filed Nov. 5, 2021
Qp Wealth Management 2021 Q2 filed July 13, 2021
Qp Wealth Management 2021 Q1 filed April 28, 2021
Qp Wealth Management 2020 Q4 filed Jan. 15, 2021
Qp Wealth Management 2020 Q3 filed Oct. 8, 2020

View all past filings

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