Quaker Wealth Management
Latest statistics and disclosures from Quaker Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VCSH, VYM, IEF, TLT, and represent 46.26% of Quaker Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SGOV (+$8.3M), VBIL, ICSH, BITW, VYM, TLT, FSSL, IEF, VCSH, JSI.
- Started 164 new stock positions in CRWV, BMRN, IFF, BYD, ZETA, MKC, AHR, SNDK, FG, LBRDK.
- Reduced shares in these 10 stocks: VTI (-$7.4M), SLV, COPX, IBIT, MNST, TSLA, JNJ, ETHW, EA, NTAP.
- Sold out of its positions in ACI, BLOK, BILI, BMNR, CSL, CNM, APPS, SPXS, EMN, FCN.
- Quaker Wealth Management was a net buyer of stock by $4.2M.
- Quaker Wealth Management has $316M in assets under management (AUM), dropping by 2.69%.
- Central Index Key (CIK): 0001733472
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Portfolio Holdings for Quaker Wealth Management
Quaker Wealth Management holds 967 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Quaker Wealth Management has 967 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Quaker Wealth Management Dec. 31, 2025 positions
- Download the Quaker Wealth Management December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 17.1 | $54M | -12% | 161k | 335.27 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 10.4 | $33M | 413k | 79.73 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 7.8 | $25M | +2% | 171k | 143.52 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 5.5 | $18M | 182k | 96.16 |
|
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.4 | $17M | +2% | 197k | 87.16 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.8 | $15M | 180k | 83.75 |
|
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| Janus Detroit Str Tr Henderson Securi (JSI) | 4.5 | $14M | 272k | 52.06 |
|
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| Vanguard World Inf Tech Etf (VGT) | 3.4 | $11M | 14k | 753.80 |
|
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| Spdr Series Trust State Street Spd (BIL) | 3.1 | $9.9M | 109k | 91.38 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $9.7M | 20k | 487.86 |
|
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.8 | $8.9M | +2% | 99k | 90.00 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.6 | $8.3M | +57660% | 83k | 100.38 |
|
| Apple (AAPL) | 2.3 | $7.3M | 27k | 271.86 |
|
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 2.3 | $7.2M | 46k | 156.63 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.1 | $6.7M | +2% | 26k | 257.95 |
|
| Vanguard World Comm Srvc Etf (VOX) | 2.1 | $6.5M | +2% | 33k | 193.63 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 2.0 | $6.4M | 89k | 71.45 |
|
|
| Amazon (AMZN) | 1.8 | $5.8M | 25k | 230.82 |
|
|
| Vanguard World Industrial Etf (VIS) | 1.5 | $4.6M | +2% | 16k | 298.38 |
|
| Vanguard World Financials Etf (VFH) | 1.4 | $4.5M | +2% | 34k | 133.49 |
|
| Teleflex Incorporated (TFX) | 1.3 | $4.2M | 35k | 122.04 |
|
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.7 | $2.3M | NEW | 30k | 75.43 |
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.7 | $2.1M | NEW | 41k | 50.58 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.5M | +6% | 3.8k | 396.31 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.3M | 5.9k | 219.77 |
|
|
| Microsoft Corporation (MSFT) | 0.4 | $1.3M | +2% | 2.7k | 483.64 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.3M | 4.1k | 312.97 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $811k | 1.2k | 682.08 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $755k | 1.00 | 754800.00 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $655k | -24% | 3.2k | 206.94 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $640k | +22% | 595.00 | 1075.14 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $623k | 3.4k | 183.42 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $614k | +18% | 930.00 | 659.99 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $583k | 1.9k | 313.86 |
|
|
| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.2 | $567k | NEW | 9.6k | 58.76 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $546k | +8% | 2.9k | 186.50 |
|
| Tesla Motors (TSLA) | 0.2 | $522k | -33% | 1.2k | 449.72 |
|
| Cisco Systems (CSCO) | 0.1 | $453k | 5.9k | 77.03 |
|
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| Essential Utils (WTRG) | 0.1 | $432k | -4% | 11k | 38.36 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $423k | 2.4k | 173.51 |
|
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| Waste Management (WM) | 0.1 | $423k | 1.9k | 219.68 |
|
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| Chubb (CB) | 0.1 | $390k | 1.2k | 312.15 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $384k | 4.9k | 79.02 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $377k | +2% | 3.1k | 120.36 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $352k | +3% | 1.1k | 322.25 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $338k | -23% | 1.9k | 177.75 |
|
| Public Service Enterprise (PEG) | 0.1 | $325k | 4.0k | 80.31 |
|
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| Honeywell International (HON) | 0.1 | $301k | -10% | 1.5k | 195.07 |
|
| Ishares Tr Msci China Etf (MCHI) | 0.1 | $300k | 5.0k | 60.07 |
|
|
| Norfolk Southern (NSC) | 0.1 | $291k | 1.0k | 288.60 |
|
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| Fs Specialty Lending Com Sh Ben Int (FSSL) | 0.1 | $290k | NEW | 15k | 19.28 |
|
| Msc Income Fund (MSIF) | 0.1 | $280k | +75% | 21k | 13.14 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $268k | 1.5k | 177.35 |
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| Prologis (PLD) | 0.1 | $267k | 2.1k | 127.69 |
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| Merck & Co (MRK) | 0.1 | $256k | +2% | 2.4k | 105.27 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $252k | 1.8k | 139.16 |
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| Qualcomm (QCOM) | 0.1 | $245k | 1.4k | 171.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $234k | 381.00 | 614.07 |
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| Abbvie (ABBV) | 0.1 | $225k | 983.00 | 228.41 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $221k | 3.0k | 73.63 |
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| Uber Technologies (UBER) | 0.1 | $221k | 2.7k | 81.71 |
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| Caterpillar (CAT) | 0.1 | $213k | +4% | 371.00 | 572.87 |
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| Boeing Company (BA) | 0.1 | $212k | +2% | 978.00 | 217.12 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $210k | +2% | 4.1k | 50.79 |
|
| Verizon Communications (VZ) | 0.1 | $207k | -18% | 5.1k | 40.73 |
|
| Oklo Com Cl A (OKLO) | 0.1 | $201k | -9% | 2.8k | 71.76 |
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| Home Depot (HD) | 0.1 | $199k | +2% | 577.00 | 343.94 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $195k | +109% | 388.00 | 502.65 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $192k | 2.6k | 73.55 |
|
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| Adobe Systems Incorporated (ADBE) | 0.1 | $188k | 537.00 | 349.99 |
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| Paychex (PAYX) | 0.1 | $187k | 1.7k | 112.21 |
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| Arista Networks Com Shs (ANET) | 0.1 | $182k | -6% | 1.4k | 131.03 |
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| Hershey Company (HSY) | 0.1 | $176k | 967.00 | 181.98 |
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| Costco Wholesale Corporation (COST) | 0.1 | $173k | +106% | 200.00 | 862.47 |
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| Autodesk (ADSK) | 0.1 | $169k | +11340% | 572.00 | 296.01 |
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| S&p Global (SPGI) | 0.1 | $165k | +2157% | 316.00 | 522.59 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $164k | 970.00 | 168.71 |
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| Workday Cl A (WDAY) | 0.1 | $162k | 755.00 | 214.78 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $162k | -43% | 286.00 | 566.36 |
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| Target Corporation (TGT) | 0.1 | $158k | +16060% | 1.6k | 97.75 |
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| Lowe's Companies (LOW) | 0.0 | $153k | 633.00 | 241.11 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $151k | +101% | 1.3k | 119.39 |
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| Chevron Corporation (CVX) | 0.0 | $151k | +3% | 991.00 | 152.39 |
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| Palo Alto Networks (PANW) | 0.0 | $148k | +14% | 804.00 | 184.20 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $143k | +3850% | 632.00 | 226.14 |
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| Emerson Electric (EMR) | 0.0 | $141k | 1.1k | 132.76 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $140k | +7157% | 508.00 | 275.39 |
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| Cadence Design Systems (CDNS) | 0.0 | $139k | 445.00 | 312.58 |
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| Paypal Holdings (PYPL) | 0.0 | $138k | +6% | 2.4k | 58.39 |
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| Ge Aerospace Com New (GE) | 0.0 | $137k | 444.00 | 308.03 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $135k | -73% | 2.7k | 49.65 |
|
| Coca-Cola Company (KO) | 0.0 | $133k | 1.9k | 69.92 |
|
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| Gilead Sciences (GILD) | 0.0 | $132k | 1.1k | 122.78 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $130k | 1.3k | 97.80 |
|
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $127k | 1.4k | 90.39 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $125k | +99% | 199.00 | 627.78 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.0 | $124k | 2.6k | 47.56 |
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| Teradyne (TER) | 0.0 | $124k | 640.00 | 193.68 |
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| Altria (MO) | 0.0 | $122k | 2.1k | 57.65 |
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| General Mills (GIS) | 0.0 | $121k | +93% | 2.6k | 46.50 |
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| Booking Holdings (BKNG) | 0.0 | $119k | 22.00 | 5397.95 |
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| Electronic Arts (EA) | 0.0 | $117k | -61% | 573.00 | 204.47 |
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| Agilysys (AGYS) | 0.0 | $117k | 985.00 | 118.84 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $115k | 917.00 | 125.87 |
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| Corning Incorporated (GLW) | 0.0 | $114k | 1.3k | 87.56 |
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| C H Robinson Worldwide Com New (CHRW) | 0.0 | $114k | 709.00 | 160.67 |
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| Bristol Myers Squibb (BMY) | 0.0 | $113k | +11% | 2.1k | 53.93 |
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| UnitedHealth (UNH) | 0.0 | $113k | +4% | 342.00 | 330.02 |
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| Certara Ord (CERT) | 0.0 | $110k | 13k | 8.81 |
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| Newmont Mining Corporation (NEM) | 0.0 | $107k | +3253% | 1.1k | 99.85 |
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| Netflix (NFLX) | 0.0 | $107k | +924% | 1.1k | 93.76 |
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| Loews Corporation (L) | 0.0 | $106k | 1.0k | 105.31 |
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| Pentair SHS (PNR) | 0.0 | $105k | 1.0k | 104.16 |
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| Advanced Micro Devices (AMD) | 0.0 | $105k | -36% | 490.00 | 214.16 |
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| Nvent Electric SHS (NVT) | 0.0 | $103k | 1.0k | 101.97 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $102k | -15% | 149.00 | 684.95 |
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| Viking Therapeutics (VKTX) | 0.0 | $101k | 2.9k | 35.18 |
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| Amkor Technology (AMKR) | 0.0 | $99k | 2.5k | 39.48 |
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| Pepsi (PEP) | 0.0 | $99k | +30% | 691.00 | 143.61 |
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| Pfizer (PFE) | 0.0 | $89k | 3.6k | 24.90 |
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| Canary Xrp Etf SHS (XRPC) | 0.0 | $88k | NEW | 4.5k | 19.45 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.0 | $88k | 610.00 | 144.16 |
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| Broadcom (AVGO) | 0.0 | $88k | +11% | 253.00 | 346.10 |
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| Jd.com Spon Ads Cl A (JD) | 0.0 | $87k | NEW | 3.0k | 28.70 |
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| Nushares Etf Tr Esg Dividend Etf (NUDV) | 0.0 | $87k | 2.9k | 29.81 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $83k | 62.00 | 1329.85 |
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| Us Bancorp Del Com New (USB) | 0.0 | $81k | 1.5k | 53.36 |
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| Snap-on Incorporated (SNA) | 0.0 | $81k | 234.00 | 344.60 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $80k | 838.00 | 95.99 |
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| Astrazeneca Sponsored Adr | 0.0 | $80k | +6% | 870.00 | 91.97 |
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| Anglogold Ashanti Com Shs (AU) | 0.0 | $78k | +8190% | 912.00 | 85.28 |
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| EOG Resources (EOG) | 0.0 | $77k | 736.00 | 105.07 |
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| Daktronics (DAKT) | 0.0 | $75k | 3.8k | 19.77 |
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| ConocoPhillips (COP) | 0.0 | $75k | +3% | 796.00 | 93.58 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $74k | 1.6k | 45.98 |
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| Amplify Etf Tr Amplify Cybersec (HACK) | 0.0 | $72k | 900.00 | 80.37 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $71k | 150.00 | 473.30 |
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| Walt Disney Company (DIS) | 0.0 | $70k | 613.00 | 113.71 |
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| Phillips 66 (PSX) | 0.0 | $69k | 532.00 | 129.04 |
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| Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $69k | 1.0k | 68.57 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $66k | 686.00 | 96.27 |
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| Southern Company (SO) | 0.0 | $64k | +212% | 735.00 | 87.20 |
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| Clorox Company (CLX) | 0.0 | $63k | +825% | 629.00 | 100.83 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $63k | 2.1k | 29.89 |
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| Fidelity National Information Services (FIS) | 0.0 | $62k | 931.00 | 66.46 |
|
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| Wal-Mart Stores (WMT) | 0.0 | $62k | -43% | 554.00 | 111.41 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $61k | 353.00 | 173.53 |
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| Abbott Laboratories (ABT) | 0.0 | $61k | +4% | 485.00 | 125.19 |
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| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $60k | 2.7k | 22.36 |
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| National Retail Properties (NNN) | 0.0 | $60k | 1.5k | 39.64 |
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| Unilever Spon Adr New (UL) | 0.0 | $60k | NEW | 915.00 | 65.40 |
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| Oracle Corporation (ORCL) | 0.0 | $59k | +3% | 300.00 | 194.91 |
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| Genuine Parts Company (GPC) | 0.0 | $57k | 465.00 | 122.96 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.0 | $57k | 276.00 | 204.85 |
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| Applied Materials (AMAT) | 0.0 | $57k | 220.00 | 256.99 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $55k | 456.00 | 120.16 |
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| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 0.0 | $55k | 516.00 | 105.61 |
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| Synopsys (SNPS) | 0.0 | $55k | 116.00 | 469.72 |
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| Carrier Global Corporation (CARR) | 0.0 | $53k | 1.0k | 52.85 |
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| Bank of New York Mellon Corporation (BK) | 0.0 | $53k | 458.00 | 116.14 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $53k | +8% | 381.00 | 137.87 |
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| Edwards Lifesciences (EW) | 0.0 | $52k | 612.00 | 85.25 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $52k | 3.2k | 16.49 |
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| First Bank (FRBA) | 0.0 | $51k | 3.1k | 16.46 |
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| Wells Fargo & Company (WFC) | 0.0 | $50k | 538.00 | 93.20 |
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| Vistra Energy (VST) | 0.0 | $50k | +3333% | 309.00 | 161.33 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $50k | -5% | 3.3k | 14.81 |
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| Vanguard World Consum Dis Etf (VCR) | 0.0 | $49k | 125.00 | 393.92 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $49k | 231.00 | 210.45 |
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| Intuit (INTU) | 0.0 | $48k | +14% | 72.00 | 662.43 |
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| Corteva (CTVA) | 0.0 | $48k | 709.00 | 66.99 |
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| Mercury Computer Systems (MRCY) | 0.0 | $47k | 644.00 | 73.01 |
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| Marriott Intl Cl A (MAR) | 0.0 | $47k | 151.00 | 310.25 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $46k | 1.0k | 45.74 |
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| Visa Com Cl A (V) | 0.0 | $46k | +14% | 130.00 | 350.72 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $45k | +100% | 314.00 | 143.97 |
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| Procter & Gamble Company (PG) | 0.0 | $45k | +252% | 314.00 | 143.31 |
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| Match Group (MTCH) | 0.0 | $45k | -5% | 1.4k | 32.29 |
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| GSK Sponsored Adr (GSK) | 0.0 | $45k | +4% | 907.00 | 49.04 |
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| Nushares Etf Tr Esg Hi Tld Crp (NUHY) | 0.0 | $44k | 2.0k | 21.59 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $44k | 502.00 | 87.27 |
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| Kla Corp Com New (KLAC) | 0.0 | $44k | -10% | 36.00 | 1215.08 |
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| Darden Restaurants (DRI) | 0.0 | $41k | 225.00 | 183.76 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $41k | -38% | 154.00 | 268.11 |
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| Inventrust Pptys Corp Com New (IVT) | 0.0 | $41k | 1.4k | 28.21 |
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| EXACT Sciences Corporation (EXAS) | 0.0 | $41k | 400.00 | 101.56 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $40k | 571.00 | 69.50 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $39k | NEW | 2.2k | 17.67 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $39k | 425.00 | 92.53 |
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| Amgen (AMGN) | 0.0 | $39k | 120.00 | 327.32 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $39k | +7637% | 619.00 | 62.47 |
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| First Tr Exchange-traded SHS (FVD) | 0.0 | $39k | 838.00 | 46.06 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.0 | $39k | 2.3k | 16.74 |
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| SYSCO Corporation (SYY) | 0.0 | $38k | 511.00 | 73.69 |
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| Hp (HPQ) | 0.0 | $38k | 1.7k | 22.28 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $37k | 309.00 | 120.96 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $37k | 385.00 | 97.00 |
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| Snowflake Com Shs (SNOW) | 0.0 | $37k | 167.00 | 219.37 |
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| NetApp (NTAP) | 0.0 | $36k | -79% | 338.00 | 107.13 |
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| salesforce (CRM) | 0.0 | $36k | +9% | 136.00 | 264.91 |
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| Invesco Exchange Traded Fd T Bloomberg Mvp Mu (BMVP) | 0.0 | $35k | 724.00 | 48.83 |
|
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| Bank of America Corporation (BAC) | 0.0 | $35k | +22% | 639.00 | 54.97 |
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| Abrdn Palladium Etf Trust Physical Palladm (PALL) | 0.0 | $35k | NEW | 238.00 | 145.38 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $34k | 1.0k | 34.05 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $34k | -98% | 528.00 | 64.42 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 0.0 | $34k | 279.00 | 120.19 |
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| Best Buy (BBY) | 0.0 | $33k | 489.00 | 66.92 |
|
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $33k | 917.00 | 35.58 |
|
|
| Servicenow (NOW) | 0.0 | $33k | +430% | 212.00 | 153.19 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $32k | 302.00 | 106.60 |
|
|
| Spdr Series Trust State Street Spd (XBI) | 0.0 | $32k | +4% | 261.00 | 121.89 |
|
| Nextera Energy (NEE) | 0.0 | $32k | 396.00 | 80.28 |
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|
| Novo-nordisk A S Adr (NVO) | 0.0 | $31k | +186% | 615.00 | 50.88 |
|
| Sofi Technologies (SOFI) | 0.0 | $31k | +2745% | 1.2k | 26.18 |
|
| Strategy Cl A New (MSTR) | 0.0 | $31k | 205.00 | 151.95 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $31k | 220.00 | 140.93 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $31k | +4% | 125.00 | 246.16 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.0 | $31k | 457.00 | 66.80 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.0 | $30k | +9% | 450.00 | 67.42 |
|
| Travelers Companies (TRV) | 0.0 | $30k | 103.00 | 290.07 |
|
|
| Global X Fds Global X Copper (COPX) | 0.0 | $30k | -98% | 415.00 | 71.79 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $30k | +3% | 587.00 | 50.63 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $29k | -27% | 312.00 | 94.20 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $29k | 147.00 | 197.16 |
|
|
| Fortinet (FTNT) | 0.0 | $29k | 363.00 | 79.41 |
|
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $29k | 219.00 | 131.54 |
|
|
| Kilroy Realty Corporation (KRC) | 0.0 | $28k | 755.00 | 37.36 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $27k | 337.00 | 79.88 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $27k | -65% | 265.00 | 100.71 |
|
| Garmin SHS (GRMN) | 0.0 | $27k | 131.00 | 202.85 |
|
|
| MetLife (MET) | 0.0 | $26k | 330.00 | 78.94 |
|
|
| Wisdomtree Tr Us Ai Enhanced (AIVL) | 0.0 | $26k | 226.00 | 114.98 |
|
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| Union Pacific Corporation (UNP) | 0.0 | $25k | +7% | 109.00 | 231.32 |
|
| International Business Machines (IBM) | 0.0 | $25k | +2% | 85.00 | 296.21 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $25k | +49% | 278.00 | 89.46 |
|
| Wingstop (WING) | 0.0 | $25k | 104.00 | 238.49 |
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| Qnity Electronics Common Stock (Q) | 0.0 | $24k | NEW | 296.00 | 81.65 |
|
| Aspen Aerogels (ASPN) | 0.0 | $24k | NEW | 8.5k | 2.83 |
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| Dupont De Nemours (DD) | 0.0 | $24k | 596.00 | 40.20 |
|
|
| W.W. Grainger (GWW) | 0.0 | $23k | -4% | 23.00 | 1009.09 |
|
| Hackett (HCKT) | 0.0 | $22k | 1.1k | 19.63 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $22k | +10% | 263.00 | 84.27 |
|
| Consolidated Edison (ED) | 0.0 | $22k | 223.00 | 99.32 |
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| Cigna Corp (CI) | 0.0 | $22k | -13% | 80.00 | 275.49 |
|
| Goldman Sachs (GS) | 0.0 | $22k | -77% | 25.00 | 879.00 |
|
| Nushares Etf Tr Nuveen Shrt Term (NURE) | 0.0 | $22k | 774.00 | 28.16 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $22k | +2% | 48.00 | 453.38 |
|
| ConAgra Foods (CAG) | 0.0 | $22k | 1.2k | 17.31 |
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|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $21k | +8% | 134.00 | 154.66 |
|
| United Parcel Service CL B (UPS) | 0.0 | $20k | +2% | 203.00 | 99.00 |
|
Past Filings by Quaker Wealth Management
SEC 13F filings are viewable for Quaker Wealth Management going back to 2019
- Quaker Wealth Management 2025 Q4 filed Jan. 28, 2026
- Quaker Wealth Management 2025 Q3 filed Nov. 5, 2025
- Quaker Wealth Management 2025 Q2 filed Aug. 4, 2025
- Quaker Wealth Management 2025 Q1 filed May 29, 2025
- Quaker Wealth Management 2024 Q3 filed Nov. 12, 2024
- Quaker Wealth Management 2024 Q1 filed May 1, 2024
- Quaker Wealth Management 2023 Q4 filed Feb. 12, 2024
- Quaker Wealth Management 2023 Q3 filed Oct. 19, 2023
- Quaker Wealth Management 2023 Q2 filed Aug. 3, 2023
- Quaker Wealth Management 2023 Q1 filed April 25, 2023
- Quaker Wealth Management 2022 Q4 filed Feb. 2, 2023
- Quaker Wealth Management 2022 Q3 filed Oct. 26, 2022
- Quaker Wealth Management 2022 Q2 filed Aug. 8, 2022
- Quaker Wealth Management 2022 Q1 filed May 10, 2022
- Quaker Wealth Management 2021 Q4 filed Feb. 14, 2022
- Quaker Wealth Management 2021 Q3 filed Nov. 12, 2021