Quotient Wealth Partners, LLC
RIA/Wealth
Quotient Wealth Partners, LLC is a RIA/Wealth based in Dallas, TX led by Timothy Russell Harder, managing $3.7B across 358 long positions as of Q3 2025 with 90% ETF concentration, 63% concentrated in top 10 holdings, and minimal technology exposure.
CIOTimothy Russell Harder
- Portfolio Value
- $3.7B
- Positions
- 358
- Top Holding
- IVV at 10.66%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Quotient Wealth Partners, LLC's portfolio (62.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $389.1M | 10.66% | +$593.0K Bought | — 581.3K shares | |
ETF ETF | $368.8M | 10.10% | -$10.2M Sold | — 3.5M shares | |
ETF ETF | $251.5M | 6.89% | +$9.0M Bought | — 4.5M shares | |
ETF ETF | $227.7M | 6.24% | +$4.6M Bought | — 3.2M shares | |
ETF ETF | $218.5M | 5.98% | +$11.6M Bought | — 2.2M shares | |
ETF ETF | $187.0M | 5.12% | +$4.7M Bought | — 2.1M shares | |
ETF ETF | $182.7M | 5.00% | +$9.5M Bought | — 3.4M shares | |
ETF ETF | $161.8M | 4.43% | +$9.8M Bought | — 3.5M shares | |
ETF ETF | $160.2M | 4.39% | +$7.5M Bought | — 4.0M shares | |
ETF ETF | $149.6M | 4.10% | +$7.6M Bought | — 1.6M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Quotient Wealth Partners, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Quotient Wealth Partners, LLC
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