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Quotient Wealth Partners, LLC

5430 LBJ FREEWAY SUITE 1150, DALLAS, TX 75240 • (469) 912-2522

Q4 2025 · Filed 2026-01-22
Market Value
$3.8B
+2.9%
Holdings
381
+18
New Purchases
28
Added To
133
Closed
37
Reduced
178
Top 10 Concentration
63.8%
Turnover
17.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 13.90% 10.67% +3.23% $522M
FESM 1.78% 0.00% +1.78% $67M
TLH 1.74% 0.06% +1.68% $65M
PWRD 1.69% 0.04% +1.65% $64M
FBND 6.00% 4.44% +1.56% $225M
BAI 0.87% 0.00% +0.87% $33M
IEFA 5.64% 5.13% +0.51% $212M
SPYG 10.48% 10.11% +0.37% $394M
AGG 6.18% 5.99% +0.19% $232M
USHY 0.18% 0.00% +0.18% $7M
BINC 5.16% 5.01% +0.15% $194M
COST 0.20% 0.08% +0.12% $8M
STIP 2.90% 2.79% +0.11% $109M
MUB 0.81% 0.73% +0.08% $31M
SGOV 0.05% 0.00% +0.05% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ABFL 3.72% 6.24% -2.52% $140M
IYW 0.19% 1.98% -1.79% $7M
IJR 0.08% 1.82% -1.74% $3M
TLT 0.16% 1.81% -1.64% $6M
SPYV 5.40% 6.90% -1.50% $203M
USMV 1.84% 2.80% -0.96% $69M
MBB 3.49% 4.10% -0.62% $131M
IGSB 1.69% 2.26% -0.58% $63M
HEFA 3.82% 4.39% -0.57% $144M
JNK 0.01% 0.17% -0.16% $416K
IEMG 3.51% 3.62% -0.11% $132M
MSFT 0.44% 0.50% -0.06% $16M
XOM 1.87% 1.93% -0.06% $70M
TAFI 0.08% 0.12% -0.04% $3M
META 0.15% 0.19% -0.03% $6M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 90.9%
Energy 3.1%
Technology 2.4%
Communication Services 0.7%
Industrials 0.7%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 66 $849M 22.6%
Large Cap 266 $2.4B 63.2%
Mid Cap 25 $289M 7.7%
Small Cap 19 $243M 6.5%
Micro Cap 5 $568K 0.0%

Portfolio Analytics

Avg Market Cap
$205.2B
Median Market Cap
$73.3B
Avg P/E
32.4
Median P/E
26.6
Avg Dividend Yield
0.02%
Avg Beta
0.95
# Stocks
271
# ETFs / Funds
110

Top Holdings (381 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 13.90% 761,651 $522M $684.94 $133M +180,344 +31.0%
2 SPYG 10.48% 3,688,225 $394M $106.70 $25M +159,725 +4.5%
3 AGG 6.18% 2,321,437 $232M $99.88 $13M +142,276 +6.5%
4 FBND 6.00% 4,892,228 $225M $46.04 $63M +1,393,081 +39.8%
5 IEFA 5.64% 2,367,144 $212M $89.46 $25M +225,729 +10.5%
6 SPYV 5.40% 3,567,718 $203M $56.81 -$49M -978,619 -21.5%
7 BINC 5.16% 3,670,074 $194M $52.77 $11M +237,932 +6.9%
8 HEFA 3.82% 3,470,264 $144M $41.36 -$17M -575,174 -14.2%
9 ABFL 3.72% 1,959,167 $140M $71.37 -$88M -1,204,379 -38.1%
10 IEMG 3.51% 1,960,087 $132M $67.22 -$280K -42,903 -2.1%
11 MBB 3.49% 1,374,299 $131M $95.22 -$19M -198,316 -12.6%
12 STIP 2.90% 1,063,814 $109M $102.39 $7M +79,701 +8.1%
13 XOM 1.87% 584,156 $70M $120.34 -$226K -41,323 -6.6%
14 USMV 1.84% 732,704 $69M $94.16 -$33M -339,509 -31.7%
15 FESM 1.78% 1,767,200 $67M $37.78 +1,767,200 NEW
16 XLF 1.75% 1,201,423 $66M $54.77 $4M +45,645 +4.0%
17 TLH 1.74% 643,282 $65M $101.67 $63M +622,650 +3017.9%
18 PWRD 1.69% 661,587 $64M $96.16 $62M +646,383 +4251.4%
19 IGSB 1.69% 1,197,667 $63M $52.88 -$19M -358,763 -23.1%
20 TIP 1.33% 454,648 $50M $109.91 $2M +26,086 +6.1%
21 BAI 0.87% 982,631 $33M $33.30 +982,631 NEW
22 MUB 0.81% 285,028 $31M $107.11 $4M +35,490 +14.2%
23 VTEB 0.63% 472,289 $24M $50.29 $631K +10,536 +2.3%
24 AAPL 0.59% 81,567 $22M $271.86 $2M +2,864 +3.6%
25 VOO 0.56% 33,761 $21M $627.13 $1M +1,138 +3.5%
26 NVDA 0.51% 102,203 $19M $186.50 -$203K -1,044 -1.0%
27 VUG 0.50% 38,332 $19M $487.86 $178K -288 -0.8%
28 MUNI 0.45% 324,128 $17M $52.41 $1M +21,196 +7.0%
29 MSFT 0.44% 33,980 $16M $483.63 -$2M -1,397 -4.0%
30 VTV 0.30% 58,756 $11M $190.99 -$15K -1,499 -2.5%
31 GOOGL 0.27% 31,851 $10M $313.00 $2M -318 -1.0%
32 AMZN 0.26% 41,906 $10M $230.82 $1M +3,026 +7.8%
33 MEAR 0.25% 185,233 $9M $50.32 -$450K -8,222 -4.2%
34 DBEF 0.24% 185,815 $9M $48.11 $247K -1,448 -0.8%
35 JMST 0.22% 160,542 $8M $50.94 -$398K -7,485 -4.5%
36 COST 0.20% 8,731 $8M $862.30 $4M +5,458 +166.8%
37 CVX 0.19% 47,195 $7M $152.41 $8K +924 +2.0%
38 IYW 0.19% 35,425 $7M $199.68 -$65M -333,256 -90.4%
39 SMMU 0.19% 137,720 $7M $50.43 -$309K -5,725 -4.0%
40 USHY 0.18% 179,677 $7M $37.40 +179,677 NEW
41 AVGO 0.17% 18,894 $7M $346.10 $330K +73 +0.4%
42 SHYM 0.17% 293,566 $7M $22.22 $468K +22,517 +8.3%
43 TSLA 0.17% 14,323 $6M $449.71 $121K +112 +0.8%
44 IVW 0.16% 49,876 $6M $123.26 $56K -582 -1.1%
45 TLT 0.16% 70,037 $6M $87.16 -$60M -667,515 -90.5%
46 BRK-B 0.16% 11,779 $6M $502.66 $4K +11 +0.1%
47 META 0.15% 8,666 $6M $660.07 -$1M -609 -6.6%
48 PDS 0.15% 79,161 $6M $71.88 $248K -17,396 -18.0%
49 GOOG 0.15% 18,026 $6M $313.80 $1M +407 +2.3%
50 OEF 0.14% 14,899 $5M $342.97 $424K +821 +5.8%
51 IVE 0.14% 24,056 $5M $212.07 $342K +1,008 +4.4%
52 GS 0.13% 5,743 $5M $878.94 $387K -110 -1.9%
53 JPM 0.13% 15,008 $5M $322.21 $198K +304 +2.1%
54 SCHG 0.11% 123,872 $4M $32.62 -$61K -4,680 -3.6%
55 PSX 0.10% 30,377 $4M $129.04 -$1M -6,485 -17.6%
56 IWF 0.10% 8,195 $4M $473.31 -$130K -364 -4.2%
57 LLY 0.10% 3,582 $4M $1,074.79 $1M -101 -2.7%
58 COP 0.10% 39,106 $4M $93.61 -$242K -2,156 -5.2%
59 TXN 0.09% 19,995 $3M $173.49 -$243K -207 -1.0%
60 RTX 0.09% 18,608 $3M $183.40 $285K -86 -0.5%
61 V 0.09% 9,341 $3M $350.70 -$3K -263 -2.7%
62 FBCG 0.08% 57,276 $3M $54.84 $608K +10,069 +21.3%
63 TAFI 0.08% 121,073 $3M $25.21 -$1M -53,381 -30.6%
64 VTI 0.08% 8,857 $3M $335.26 $274K +642 +7.8%
65 LMT 0.08% 6,074 $3M $483.67 -$190K -192 -3.1%
66 WMT 0.08% 26,197 $3M $111.41 $400K +1,762 +7.2%
67 IJR 0.08% 24,115 $3M $120.18 -$63M -533,961 -95.7%
68 EFG 0.08% 24,917 $3M $113.92 -$366K -3,220 -11.4%
69 IJT 0.08% 20,029 $3M $141.16 -$294K -2,028 -9.2%
70 JNJ 0.07% 13,476 $3M $206.95 $309K +104 +0.8%
71 FQAL 0.07% 35,639 $3M $75.59 -$234K -3,545 -9.1%
72 SPY 0.07% 3,705 $3M $681.84 $497K +659 +21.6%
73 DYNF 0.07% 41,306 $3M $60.81 $153K +1,454 +3.6%
74 EFA 0.07% 26,141 $3M $96.03 $74K +43 +0.2%
75 MA 0.07% 4,390 $3M $570.88 -$179K -332 -7.0%
76 VONV 0.06% 26,280 $2M $92.30 $40K -414 -1.6%
77 ABBV 0.06% 10,251 $2M $228.49 $444K +2,052 +25.0%
78 BP 0.06% 67,114 $2M $34.73 $196K +5,168 +8.3%
79 PLTR 0.06% 12,849 $2M $177.75 $21K +446 +3.6%
80 BAC 0.06% 41,323 $2M $55.00 $83K -1,127 -2.6%
81 VBR 0.06% 10,397 $2M $211.79 -$34K -319 -3.0%
82 EMGF 0.06% 36,591 $2M $57.85 $88K +739 +2.1%
83 AMD 0.06% 9,671 $2M $214.15 $578K +442 +4.8%
84 HD 0.05% 5,874 $2M $344.10 -$636K -685 -10.4%
85 IWD 0.05% 9,558 $2M $210.34 $60K -23 -0.2%
86 NFLX 0.05% 21,298 $2M $93.76 -$680K +19,065 +853.8%
87 SGOV 0.05% 19,258 $2M $100.38 +19,258 NEW
88 XEL 0.05% 24,954 $2M $73.86 -$169K +4 +0.0%
89 GE 0.05% 5,844 $2M $308.05 $141K +327 +5.9%
90 JAVA 0.05% 24,169 $2M $71.72 $80K +198 +0.8%
91 HEZU 0.05% 39,100 $2M $43.76 $21K -986 -2.5%
92 IBM 0.04% 5,703 $2M $296.22 $141K +214 +3.9%
93 ORCL 0.04% 8,591 $2M $194.91 -$818K -271 -3.1%
94 PANW 0.04% 8,950 $2M $184.19 -$180K -28 -0.3%
95 CAT 0.04% 2,817 $2M $572.79 $299K +61 +2.2%
96 IUSB 0.04% 33,796 $2M $46.54 -$227K -4,742 -12.3%
97 PG 0.04% 10,306 $1M $143.31 -$361K -1,656 -13.8%
98 WFC 0.04% 14,868 $1M $93.20 $131K -101 -0.7%
99 SLB 0.04% 35,405 $1M $38.38 -$8K -4,361 -11.0%
100 VZ 0.03% 31,944 $1M $40.73 -$188K -1,930 -5.7%

New Positions

SymbolValue% Port
FESM $67M 1.78%
BAI $33M 0.87%
USHY $7M 0.18%
SGOV $2M 0.05%
IYF $776K 0.02%
BRTR $467K 0.01%
LQD $350K 0.01%
VGT $335K 0.01%
VWO $333K 0.01%
SCHF $271K 0.01%
ITA $264K 0.01%
IXUS $248K 0.01%
IYG $229K 0.01%
PLSE $218K 0.01%
VHT $218K 0.01%

Sold Out Positions

SymbolValue% Port
AVB —%
ZTS —%
VEEV —%
HP —%
EOG —%
MP —%
EFX —%
UL —%
MKL —%
BR —%
CI —%
LEN —%
O —%
OXY —%
DTE —%
View SEC EDGAR Filings for Quotient Wealth Partners, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms