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QTR Family Wealth, LLC
RIA/Wealth
QTR Family Wealth, LLC is a RIA/Wealth based in Lake Mary, FL led by Chad Michael Hunter, reporting $582.8M in AUM as of Q3 2025 with NVDA as the largest holding (4% allocation).
CEOChad Michael Hunter
- Portfolio Value
- $209.6M
- Positions
- 252
- Top Holding
- NVDA at 4.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in QTR Family Wealth, LLC's portfolio (30.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $9.4M | 4.47% | +$1.1M Bought | 0.00% 50.2K shares | |
Consumer Electronics Technology | $8.5M | 4.04% | +$809.2K Bought | 0.00% 33.3K shares | |
Software - Infrastructure Technology | $8.4M | 4.01% | +$1.1M Bought | 0.00% 16.2K shares | |
Auto - Manufacturers Consumer Cyclical | $7.0M | 3.33% | +$524.3K Bought | 0.00% 15.7K shares | |
ETF ETF | $6.2M | 2.94% | +$265.1K Bought | — 94.7K shares | |
Internet Content & Information Communication Services | $5.4M | 2.59% | +$230.2K Bought | 0.00% 22.3K shares | |
ETF ETF | $5.2M | 2.49% | +$15.7K Bought | — 52.3K shares | |
ETF ETF | $5.1M | 2.43% | -$151.9K Sold | — 8.3K shares | |
Biotechnology Healthcare | $5.0M | 2.38% | +$2.1K Bought | 0.31% 332.3K shares | |
Specialty Retail Consumer Cyclical | $4.4M | 2.08% | +$581.6K Bought | 0.00% 19.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in QTR Family Wealth, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for QTR Family Wealth, LLC
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