Universe · entity
Quaker Wealth Management, LLC
Institutional manager (13F) · CIK 1733472
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $302M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $54M | 168,373 |
| 2 | VANGUARD SCOTTSDALE FDS | $34M | 424,054 |
| 3 | VANGUARD WHITEHALL FDS | $26M | 178,093 |
| 4 | ISHARES TR | $18M | 188,165 |
| 5 | ISHARES TR | $18M | 204,130 |
| 6 | VANGUARD SCOTTSDALE FDS | $15M | 182,102 |
| 7 | JANUS DETROIT STR TR | $14M | 279,760 |
| 8 | SPDR SERIES TRUST | $10M | 110,966 |
| 9 | VANGUARD WORLD FD | $10M | 14,009 |
| 10 | VANGUARD WHITEHALL FDS | $10M | 102,538 |
| 11 | ISHARES TR | $9M | 89,693 |
| 12 | VANGUARD INDEX FDS | $9M | 20,663 |
| 13 | INVESCO EXCHANGE TRADED FD T | $8M | 46,596 |
| 14 | LISTED FDS TR | $7M | 123,927 |
| 15 | VANGUARD INDEX FDS | $7M | 26,814 |
| 16 | APPLE INC | $7M | 27,478 |
| 17 | VANGUARD WORLD FD | $6M | 35,035 |
| 18 | ALPHABET INC | $5M | 17,856 |
| 19 | VANGUARD WORLD FD | $5M | 15,908 |
| 20 | VANGUARD WORLD FD | $4M | 35,526 |
| 21 | TELEFLEX INCORPORATED | $4M | 34,898 |
| 22 | VANGUARD INSTL INDEX FD | $2M | 29,783 |
| 23 | ISHARES TR | $2M | 41,386 |
| 24 | SPDR GOLD TR | $2M | 3,810 |
| 25 | ALPHABET INC | $1M | 4,751 |
| 26 | VANGUARD SPECIALIZED FUNDS | $1M | 5,622 |
| 27 | MICROSOFT CORP | $1M | 3,210 |
| 28 | STATE STR SPDR S&P 500 ETF T | $761k | 1,170 |
| 29 | JOHNSON & JOHNSON | $753k | 3,079 |
| 30 | BERKSHIRE HATHAWAY INC DEL | $718k | 1 |
| 31 | RTX CORPORATION | $704k | 3,650 |
| 32 | TESLA INC | $606k | 1,630 |
| 33 | EXXON MOBIL CORP | $550k | 3,241 |
| 34 | ELI LILLY & CO | $542k | 590 |
| 35 | NVIDIA CORPORATION | $512k | 2,935 |
| 36 | WALMART INC | $496k | 3,995 |
| 37 | TEXAS INSTRS INC | $475k | 2,449 |
| 38 | JPMORGAN CHASE & CO | $470k | 1,599 |
| 39 | ISHARES BITCOIN TRUST ETF | $465k | 12,113 |
| 40 | CISCO SYS INC | $457k | 5,888 |
| 41 | WASTE MGMT INC DEL | $443k | 1,928 |
| 42 | ESSENTIAL UTILS INC | $441k | 10,963 |
| 43 | META PLATFORMS INC | $434k | 758 |
| 44 | COLGATE PALMOLIVE CO | $430k | 5,046 |
| 45 | CHUBB LTD SWITZ | $408k | 1,250 |
| 46 | MSC INCOME FUND INC | $364k | 29,849 |
| 47 | HONEYWELL INTL INC | $349k | 1,542 |
| 48 | AMAZON COM INC | $342k | 1,641 |
| 49 | PUBLIC SVC ENTERPRISE GROUP | $316k | 3,905 |
| 50 | NORFOLK SOUTHN CORP | $290k | 1,010 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.