QTR Family Wealth, LLC has disclosed its latest investment holdings in a filing with the Securities and Exchange Commission, revealing a total value of approximately $276 million as of September 30, 2026. This update is significant as it reflects the firm's ongoing strategy in managing wealth and investments, particularly in a rapidly evolving market.

The filing, submitted on November 2, 2026, indicates a diverse portfolio that includes major companies across various sectors, including technology, healthcare, and consumer goods. This strategic allocation suggests QTR Family Wealth's commitment to balancing risk and opportunity in its investment approach.

Background

QTR Family Wealth, LLC is an investment management firm based in Lake Mary, Florida. The firm is focused on providing wealth management services, and its recent filings indicate a proactive approach to portfolio management. The company operates under the Central Index Key (CIK) 0002067954 and is incorporated in Delaware.

The firm has made several recent filings, including the latest 13F-HR on November 2, 2026, and previous filings on July 27, 2026, April 16, 2026, and February 13, 2026. Each of these filings provides insights into the firm's investment strategies and holdings.

What the Filing Says

The 13F-HR filing reveals that QTR Family Wealth holds a total of 328 different securities, with a combined value of $276,247,464. This diverse array of investments highlights the firm's strategy of maintaining a well-rounded portfolio. The filing also indicates that there are no other included managers, suggesting that QTR Family Wealth manages its investments independently.

Impact

This filing may impact various stakeholders, including clients, potential investors, and competitors in the investment management sector. For clients, the disclosure provides transparency regarding the firm's investment decisions and overall performance. Competitors might view this as a benchmark for their own strategies, particularly in how QTR Family Wealth navigates the complexities of the current market environment.

What's Next

The filing does not specify what happens next for QTR Family Wealth, but it is likely that the firm will continue to monitor its investments and adjust its portfolio as needed in response to market conditions.