Quaker Wealth Management, LLC: 13F holdings

CIK 17334722026Q2

Positions967
Reported value$343.5m
Filed2026-07-24

Change since last quarter

Positions967 (-5 vs prior quarter)
Reported value$343.5m (+7.3%)

Top 10 holdings

SecuritySharesValueWeight
VTI VANGUARDINDEXFDS169,447$62.7m18.3%
VCSH VANGUARDSCOTTSDALEFDS431,832$34.1m9.9%
VYM VANGUARDWHITEHALLFDS179,131$28.3m8.2%
IEF ISHARESTR190,443$18.0m5.2%
TLT ISHARESTR200,359$17.3m5.0%
VCIT VANGUARDSCOTTSDALEFDS185,717$15.3m4.5%
JSI JANUSDETROITSTRTR267,746$13.7m4.0%
VGT VANGUARDWORLDFD111,949$13.4m3.9%
VUG VANGUARDINDEXFDS125,381$10.8m3.1%
BIL SPDRSERIESTRUST111,999$10.3m3.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1733472")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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