Quartz Partners, LLC
RIA/Wealth
Quartz Partners, LLC is a RIA/Wealth based in Saratoga Springs, NY led by Joseph Albert Leo, reporting $281.0M in AUM as of Q3 2025 with 40% ETF concentration.
CEOJoseph Albert Leo
- Portfolio Value
- $276.1M
- Positions
- 178
- Top Holding
- NVDA at 6.55%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Quartz Partners, LLC's portfolio (32.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $18.1M | 6.55% | +$1.3M Bought | 0.00% 97.0K shares | |
Semiconductors Technology | $11.6M | 4.21% | +$1.3M Bought | 0.00% 35.2K shares | |
ETF ETF | $9.6M | 3.49% | +$4.7M Bought | — 402.9K shares | |
Consumer Electronics Technology | $9.1M | 3.29% | +$1.3M Bought | 0.00% 35.7K shares | |
ETF ETF | $8.1M | 2.93% | -$696.7K Sold | — 12.1K shares | |
Internet Content & Information Communication Services | $7.8M | 2.82% | +$1.4M Bought | 0.00% 10.6K shares | |
Software - Application Technology | $6.8M | 2.45% | +$1.0M Bought | 0.08% 19.6K shares | |
Internet Content & Information Communication Services | $6.3M | 2.30% | +$1.3M Bought | 0.00% 26.1K shares | |
ETF ETF | $6.0M | 2.17% | -$137.8K Sold | — 65.3K shares | |
ETF ETF | $5.5M | 1.99% | -$86.5K Sold | — 9.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Quartz Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Quartz Partners, LLC
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