Institutional Fund
Quaker Wealth Management, LLC
Moorestown, NJCIK 17334725 filings on record
Portfolio Value
$320.09M
Q1 2026
Holdings
972
Reported positions
New Buys
88
Opened this quarter
QoQ Change
+1.4%
from $315.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds16.9%
- Vanguard Scottsdale Fds10.5%
- Vanguard Whitehall Fds8.2%
- Ishares Tr5.6%
- Ishares Tr5.5%
- Vanguard Scottsdale Fds4.7%
- Other48.5%
Portfolio Holdings
972 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 168.4K | $54.02M | 16.9% | +7.4K | Added |
| 2 | Vanguard Scottsdale Fds | 424.1K | $33.61M | 10.5% | +10.6K | Added |
| 3 | Vanguard Whitehall Fds | 178.1K | $26.38M | 8.2% | +7.5K | Added |
| 4 | Ishares Tr | 188.2K | $17.96M | 5.6% | +6.5K | Added |
| 5 | Ishares Tr | 204.1K | $17.70M | 5.5% | +7.3K | Added |
| 6 | Vanguard Scottsdale Fds | 182.1K | $15.07M | 4.7% | +2.4K | Added |
| 7 | Janus Detroit Str Tr | 279.8K | $14.42M | 4.5% | +7.6K | Added |
| 8 | Spdr Series Trust | 111.0K | $10.17M | 3.2% | +2.3K | Added |
| 9 | Vanguard World Fd | 14.0K | $9.77M | 3.1% | −233 | Reduced |
| 10 | Vanguard Whitehall Fds | 102.5K | $9.66M | 3.0% | +3.4K | Added |
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