13F

Investor

Quantum Private Wealth, LLC

CIK 0001929662 · filed 2026-04-27 · SEC filing

13F book

$323.7M

Positions

165

11 new · 15 sold

Largest name

8.3%

Apple Inc. · AAPL

Est. mark

−$16.9M

Price effect on 154 names still held. Flow −$1.84M.
NameTickerSharesValueWeightEst. markChange
Apple Inc.AAPL106.1K$26.9M8.3%−$1.92MCut−$1.95M
Meta Platforms, Inc.META45.6K$26.1M8.1%−$3.97MAdded−$3.65M
Amazon Com IncAMZN125.2K$26.1M8.1%−$2.82MCut−$3.09M
Nvidia CorpNVDA107.4K$18.7M5.8%−$1.3MAdded−$1.29M
Microsoft CorpMSFT42.6K$15.8M4.9%−$4.84MCut−$4.9M
Alphabet Inc48.9K$14M4.3%−$1.31MAdded−$1.23M
Broadcom Inc.AVGO44.5K$13.8M4.3%−$1.59MAdded−$1.23M
Ab Active Etfs Inc81.4K$8.83M2.7%$336.3KAdded$374.8K
Netflix IncNFLX79.3K$7.63M2.4%$189.6KCut$93K
Powell Inds Inc13.4K$7.26M2.2%$2.98MCut$2.98M
Advanced Micro Devices IncAMD32.1K$6.53M2.0%−$344.6KHeld
Taiwan Semiconductor Mfg Ltd14.8K$4.99M1.5%$502.5KCut$348.4K
Palantir Technologies Inc.PLTR27.7K$4.05M1.3%−$866.2KAdded−$838.4K
Home Depot, Inc.HD11.6K$3.82M1.2%−$176.6KCut−$181.5K
Taysha Gene Therapies, Inc.TSHA849.2K$3.8M1.2%−$844.3KAdded−$712.5K
Edgewise Therapeutics, Inc.EWTX116.6K$3.67M1.1%$708.8KAdded$1.04M
Crowdstrike Hldgs Inc8.98K$3.51M1.1%−$703.5KCut−$710.1K
EMCOR Group, Inc.EME4.64K$3.43M1.1%$587.7KHeld
Viking Therapeutics, Inc.VKTX105.1K$3.42M1.1%−$277.6KCut−$284.6K
Alphabet Inc11.9K$3.42M1.1%−$293.3KAdded−$191.5K
Marvell Technology, Inc.MRVL34.5K$3.42M1.1%$483.9KAdded$494.5K
Tg Therapeutics, Inc.TGTX98.9K$3.29M1.0%$337.3KHeld
Snowflake Inc.SNOW20.4K$3.08M0.9%−$1.31MAdded−$1.12M
Dell Technologies Inc.DELL18.3K$3M0.9%$624.6KAdded$946.3K
Tesla, Inc.TSLA7.45K$2.77M0.9%−$489.9KAdded−$57.9K
Qualcomm Inc21K$2.71M0.8%−$888.3KCut−$899.9K
Vertiv Holdings CoVRT10.2K$2.56M0.8%$902.5KAdded$907.8K
Mastercard IncMA4.79K$2.39M0.7%−$340.8KHeld
Atomera IncATOM598.3K$2.28M0.7%$957.3KCut$956.1K
First Tr Exchange-Traded Fd9.7K$2.27M0.7%−$340.8KHeld
Energy Transfer L P116K$2.24M0.7%$326.1KCut$319.3K
Palo Alto Networks IncPANW13.9K$2.23M0.7%−$304.9KAdded−$120.1K
RTX CorpRTX11.3K$2.18M0.7%$103.5KAdded$186.6K
Quanta Svcs Inc3.82K$2.1M0.6%$480KAdded$499.7K
Berkshire Hathaway Inc Del4.07K$1.95M0.6%−$92.6KAdded−$35.1K
Everus Constr Group16.1K$1.9M0.6%$521.7KHeld
Northrop Grumman Corp2.74K$1.87M0.6%$306.7KHeld
Krystal Biotech, Inc.KRYS7.18K$1.85M0.6%$84.6KHeld
ServiceNow, Inc.NOW17.6K$1.84M0.6%−$854.4KCut−$900.6K
First Tr Exchange Traded Fd11K$1.8M0.6%$72.5KAdded$752.2K
Enterprise Prods Partners L46.7K$1.77M0.5%$270.1KCut$254K
Constellation Energy CorpCEG6.28K$1.75M0.5%−$431.6KAdded−$305.9K
Arm Holdings Plc11K$1.66M0.5%$460.6KCut$351.3K
Stifel Finl Corp22.4K$1.65M0.5%−$764.4KAdded−$213.7K
Invesco Qqq Tr2.85K$1.65M0.5%−$105.9KHeld
Honeywell Intl Inc7.08K$1.6M0.5%$215KAdded$245.5K
Datadog, Inc.DDOG12.3K$1.46M0.4%−$221.2KCut−$343.6K
Ulta Beauty, Inc.ULTA2.52K$1.32M0.4%−$207.5KHeld
Ab Active Etfs Inc16.6K$1.22M0.4%−$70.2KHeld
The Realreal Inc133.5K$1.21M0.4%−$894.5KCut−$902.4K
Corning Inc8.44K$1.15M0.4%$400.8KAdded$422.2K
Solstice Advanced Matls Inc14.7K$1.12M0.3%$406.5KCut$318.7K
Primerica, Inc.PRI4.47K$1.12M0.3%−$35.2KHeld
Acushnet Hldgs Corp11.7K$1.09M0.3%$159.6KHeld
Nextera Energy Inc11.7K$1.09M0.3%$147.9KCut$128.6K
Spdr S&P 500 Etf Tr1.68K$1.09M0.3%−$52.9KHeld
Northern Lts Fd Tr Ii62K$1.09M0.3%$20.9KAdded$73.4K
Teledyne Technologies IncTDY1.78K$1.08M0.3%$163.1KAdded$194K
Visa Inc.V3.56K$1.08M0.3%−$172.5KCut−$199.8K
American Superconductor Corp31.2K$1.06M0.3%$148.2KAdded$215.9K
Kla CorpKLAC702$1.03M0.3%$176.9KAdded$197.5K
Jpmorgan Chase & Co.3.45K$1.01M0.3%−$95.7KAdded−$84.8K
Oracle Corp6.73K$989.6K0.3%−$321.5KCut−$326.6K
Rockwell Automation, IncROK2.69K$965.4K0.3%−$81.2KCut−$113.5K
Csx CorpCSX23.5K$963K0.3%$112.6KCut$76.3K
Hubspot IncHUBS3.94K$960.5K0.3%−$618.6KCut−$648.7K
Rbc Bearings IncRBC1.75K$950.5K0.3%$165.7KHeld
NXP Semiconductors N.V.NXPI4.53K$892K0.3%−$91.5KCut−$118.9K
Freeport-Mcmoran IncFCX14.4K$845.7K0.3%$110.1KAdded$146K
Ishares Tr9.26K$838.1K0.3%−$50.8KAdded−$13.1K
Ab Active Etfs Inc14.3K$719.3K0.2%−$42Cut−$265.1K
Nrg Energy, Inc.NRG4.87K$711.3K0.2%−$63.8KHeld
Ab Active Etfs Inc17.1K$694.8K0.2%−$11.9KHeld
National Grid Plc7.87K$665.4K0.2%$57KCut$40.2K
First Tr Exchange-Traded Fd3.31K$663.9K0.2%−$18.8KCut−$73.8K
American Express CoAXP2.19K$662.4K0.2%−$147.8KHeld
Watts Water Technologies IncWTS2.27K$658.7K0.2%$32.4KHeld
Ab Active Etfs Inc18.4K$652.4K0.2%−$7.53KHeld
Solid Biosciences Inc.SLDB90.2K$649.7K0.2%$140.8KCut$118.2K
Vanguard World Fd930$648.9K0.2%−$52.1KHeld
Moelis & CoMC11.3K$644.9K0.2%−$132.8KHeld
Spdr Dow Jones Indl Average1.35K$626.2K0.2%−$23.5KHeld
Lennar Corp6.93K$602.2K0.2%−$67.6KAdded$166.9K
Procter And Gamble CoPG4.03K$582.2K0.2%$4.56KCut−$5.33K
Texas Instrs Inc2.99K$580.6K0.2%$61.9KCut$9.65K
First Tr Exchange Traded Fd5.17K$572.3K0.2%$64KAdded$67.3K
Applied Matls Inc1.65K$562.2K0.2%$134.5KAdded$154.7K
Sphere Entertainment Co.SPHR4.7K$551.8K0.2%$104.9KHeld
Fortinet, Inc.FTNT6.71K$547.9K0.2%$15.5KHeld
Pulte Group Inc4.51K$530.8K0.2%$1.58KHeld
Salesforce, Inc.CRM2.71K$505.3K0.2%−$211.8KCut−$653.1K
Manhattan Associates IncMANH3.79K$505.2K0.2%−$152.5KHeld
Air Prods & Chems Inc1.73K$502.3K0.2%$75.2KHeld
AbbVie Inc.ABBV2.24K$486.7K0.1%−$24.6KCut−$56.1K
Old Dominion Freight Line In2.47K$482.6K0.1%$95.3KHeld
Chevron Corp NewCVX2.33K$481.4K0.1%$126.8KCut$102.4K
Costco Whsl Corp New450$448.3K0.1%$60.3KHeld
First Tr Exchange Traded Fd4.66K$436.5K0.1%−$14.8KHeld
American Wtr Wks Co Inc New3.18K$433.2K0.1%$17.8KHeld
Etfis Ser Tr I19K$432.3K0.1%New
Vaneck Etf Trust1.09K$419.4K0.1%$23.1KAdded$61.5K
Oklo Inc.OKLO8.4K$416.6K0.1%−$171.8KAdded−$139.6K
Trane Technologies PlcTT995$414.7K0.1%$27.4KHeld
Take-Two Interactive Softwar2.04K$403.1K0.1%−$119.5KHeld
L3harris Technologies Inc1.17K$402.8K0.1%$53KAdded$101K
First Tr Exchange Traded Fd6.42K$402.6K0.1%−$56.3KCut−$106.3K
Watsco Inc1.04K$377.4K0.1%$27.8KHeld
First Tr Exch Traded Fd Iii20.6K$365.7K0.1%−$9.68KCut−$35.3K
Merck & Co., Inc.MRK3K$360.3K0.1%$40.6KAdded$76.1K
Guidewire Software, Inc.GWRE2.41K$359.8K0.1%−$123.8KHeld
Kadant IncKAI1.23K$359.3K0.1%$9.01KHeld
Argan IncAGX648$352.9K0.1%$149.9KCut$118.6K
Glaukos CorpGKOS3.27K$352.3K0.1%−$17.2KHeld
Johnson & JohnsonJNJ1.44K$352.2K0.1%$54KCut$35.6K
First Tr Exchange-Traded Alp2.74K$351.5K0.1%$6.21KHeld
Norfolk Southn Corp1.21K$346.1K0.1%−$2.07KHeld
Airbnb, Inc.ABNB2.65K$334.6K0.1%−$25KHeld
Neos Etf Trust7K$331.8K0.1%−$6.4KAdded$88.4K
Sterling Infrastructure, Inc.STRL799$325.4K0.1%$80.7KHeld
Live Nation Entertainment In2.05K$312K0.1%$20.5KHeld
Waste Mgmt Inc Del1.36K$311.6K0.1%$13.7KCut−$4.57K
Simpson Mfg Inc1.81K$310.8K0.1%$18.4KCut−$498.5K
Union Pac Corp1.28K$310.1K0.1%$14.4KHeld
Crispr Therapeutics AgCRSP6.3K$299.7K0.1%−$23.9KAdded$42.7K
Sitime CorpSITM834$288K0.1%−$6.54KHeld
Eton Pharmaceuticals, Inc.ETON11.5K$283.8K0.1%$89.4KHeld
Gilead Sciences, Inc.GILD2.03K$283.5K0.1%$33.8KHeld
Toro CoTTC3.01K$280.9K0.1%$44.2KHeld
Goldman Sachs Group Inc330$279.2K0.1%−$10.9KHeld
Coinbase Global, Inc.COIN1.59K$277.6K0.1%New
First Tr Exchng Traded Fd Vi5.2K$269.3K0.1%−$6.07KHeld
Illinois Tool Wks Inc1.02K$266.1K0.1%$14.3KHeld
Joby Aviation Inc32.2K$266K0.1%−$156.6KAdded−$152.5K
Caterpillar IncCAT366$259.3K0.1%New
Stryker CorpSYK782$257K0.1%−$17.9KCut−$27K
Toll Brothers, Inc.TOL1.84K$251.5K0.1%$2.3KHeld
Analog Devices IncADI777$247.2K0.1%New
Emerson Elec Co1.88K$246.4K0.1%−$3.2KCut−$15K
Zoetis Inc.ZTS2.06K$244K0.1%−$15.7KHeld
First Tr Exchng Traded Fd Vi4.4K$240.8K0.1%−$5.26KHeld
CoreWeave, Inc.CRWV3.1K$240.2K0.1%$18.2KHeld
First Tr Exchange Traded Fd1.5K$238.3K0.1%−$14.1KHeld
Fti Consulting, IncFCN1.34K$236.9K0.1%$7.96KCut−$354.4K
Semtech CorpSMTC3.05K$234.5K0.1%$9.76KHeld
Abbott LabsABT2.27K$232.8K0.1%−$51.3KCut−$52.5K
Capital One Finl Corp1.26K$229.7K0.1%−$75.5KHeld
Lumentum Hldgs Inc326$229.1K0.1%New
Whirlpool Corp4.12K$222.2K0.1%−$75.1KHeld
Medtronic PlcMDT2.56K$221.8K0.1%−$24.1KCut−$68.3K
Republic Svcs Inc1K$219K0.1%$7.09KHeld
Wells Fargo Co New2.75K$218.9K0.1%−$37.4KHeld
Plains All Amern Pipeline L9.76K$217.9K0.1%New
Alliancebernstein Hldg L P5.7K$213.4K0.1%−$5.93KHeld
Eaton Vance Tax-Managed Dive15K$206.8K0.1%−$23.3KHeld
Micron Technology IncMU606$204.7K0.1%New
Bristol-Myers Squibb Co3.37K$204.6K0.1%New
First Tr Exchange Traded Fd1.38K$203.7K0.1%New
First Tr Exchng Traded Fd Vi3.6K$203.4K0.1%−$2.01KHeld
UiPath, Inc.PATH12K$133.2K0.0%New
Liberty All Star Equity Fd16.7K$92.8K0.0%−$12.2KHeld
Starfighters Space, Inc.FJET13.5K$79.9K0.0%New
Lumen Technologies, Inc.LUMN10K$69.5K0.0%−$8.2KHeld
Cingulate Inc10K$62.1K0.0%$18.7KHeld
Liberty All-Star Growth Fd I13K$61.8K0.0%−$7.15KHeld
Nano-X Imaging Ltd.NNOX11K$25K0.0%−$5.83KHeld

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.