Qp Wealth Management, LLC Top Holdings and 13F Report (2026) About Qp Wealth Management, LLCInvestment ActivityQp Wealth Management, LLC has $58.36 million in total holdings as of December 31, 2025.Qp Wealth Management, LLC owns shares of 65 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 15.33% of the portfolio was purchased this quarter.About 105.91% of the portfolio was sold this quarter.This quarter, Qp Wealth Management, LLC has purchased 105 new stocks and bought additional shares in 7 stocks.Qp Wealth Management, LLC sold shares of 44 stocks and completely divested from 53 stocks this quarter.Largest Holdings SPDR Portfolio Developed World ex-US ETF $4,258,278Apple $3,089,639NVIDIA $3,050,082iShares Russell 2500 ETF $2,619,798Tesla $2,287,378 Largest New Holdings this Quarter 231561101 - Curtiss-Wright $1,224,654 Holding46429B697 - iShares MSCI USA Min Vol Factor ETF $1,134,025 Holding093712107 - Bloom Energy $1,092,998 Holding296315104 - ESCO Technologies $414,458 Holding65487K100 - nLight $366,753 Holding Largest Purchases this Quarter Curtiss-Wright 1,798 shares (about $1.22M)iShares MSCI USA Min Vol Factor ETF 12,228 shares (about $1.13M)Bloom Energy 8,067 shares (about $1.09M)Western Digital 3,547 shares (about $959.43K)SPDR Nuveen ICE High Yield Municipal Bond ETF 20,933 shares (about $519.14K) Largest Sales this Quarter NVIDIA 21,534 shares (about $3.76M)Apple 12,063 shares (about $3.06M)Lumentum 3,894 shares (about $2.74M)Alphabet 9,386 shares (about $2.70M)Microsoft 6,049 shares (about $2.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofQp Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPDWSPDR Portfolio Developed World ex-US ETF$4,258,278$1,758,621 ▼-29.2%93,2817.3%ETFAAPLApple$3,089,639$3,061,468 ▼-49.8%12,1745.3%Computer and TechnologyNVDANVIDIA$3,050,082$3,755,530 ▼-55.2%17,4895.2%Computer and TechnologySMMDiShares Russell 2500 ETF$2,619,798$1,287,719 ▼-33.0%34,3134.5%ETFTSLATesla$2,287,378$1,613,395 ▼-41.4%6,1533.9%Auto/Tires/TrucksGOOGLAlphabet$2,178,842$2,699,038 ▼-55.3%7,5773.7%Computer and TechnologyLITELumentum$1,940,320$2,736,547 ▼-58.5%2,7613.3%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$1,677,443$608,122 ▼-26.6%27,7552.9%ManufacturingHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,626,483$519,138 ▲46.9%65,5842.8%ETFMETAMeta Platforms$1,482,961$2,008,748 ▼-57.5%2,5922.5%Computer and TechnologyAMZNAmazon.com$1,407,905$2,105,401 ▼-59.9%6,7602.4%Retail/WholesaleHWMHowmet Aerospace$1,332,981$1,353,261 ▼-50.4%5,7842.3%AerospaceWDCWestern Digital$1,305,385$959,428 ▲277.3%4,8262.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$1,265,907$1,101,781 ▼-46.5%8,6542.2%CL AMSFTMicrosoft$1,265,611$2,239,158 ▼-63.9%3,4192.2%Computer and TechnologyCWCurtiss-Wright$1,224,654$1,224,654 ▲New Holding1,7982.1%AerospaceGEGE Aerospace$1,205,455$1,181,051 ▼-49.5%4,2482.1%AerospaceJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,171,194$531,437 ▼-31.2%21,0952.0%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$1,135,392$82,844 ▼-6.8%27,9861.9%ManufacturingUSMViShares MSCI USA Min Vol Factor ETF$1,134,025$1,134,025 ▲New Holding12,2281.9%ETFWALMART INC$1,128,338$1,038,484 ▼-47.9%9,0791.9%COMBEBloom Energy$1,092,998$1,092,998 ▲New Holding8,0671.9%EnergySPMOInvesco S&P 500 Momentum ETF$1,015,717$333,303 ▼-24.7%9,0601.7%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$984,390$254,068 ▼-20.5%51,8101.7%ETFQQQInvesco QQQ$903,864$55,409 ▼-5.8%1,5661.5%FinanceJPMJPMorgan Chase & Co.$836,591$887,481 ▼-51.5%2,8441.4%FinanceSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$723,524$104,222 ▼-12.6%15,1271.2%FinanceKGCKinross Gold$668,296$1,652,596 ▼-71.2%21,8971.1%Basic MaterialsGLDSPDR Gold Shares$630,805$647,156 ▼-50.6%1,4661.1%FinanceFMBFirst Trust Managed Municipal ETF$626,158$94,988 ▼-13.2%12,3601.1%ManufacturingCOPConocoPhillips$625,152$55,968 ▼-8.2%4,7361.1%EnergyJEPIJPMorgan Equity Premium Income ETF$592,703$1,108,661 ▼-65.2%10,4571.0%ETFVZVerizon Communications$559,178$248,038 ▼-30.7%11,1391.0%Computer and TechnologyFTSMFirst Trust Enhanced Short Maturity ETF$557,329$80,763 ▲16.9%9,3231.0%ManufacturingCBChubb$530,288$64,534 ▼-10.8%1,6270.9%FinanceSJNKSPDR Bloomberg Short Term High Yield Bond ETF$485,661$39,144 ▼-7.5%19,4420.8%ETFRYLDGlobal X Russell 2000 Covered Call ETF$459,698$27,658 ▼-5.7%30,7490.8%ETFSHYDVanEck Short High Yield Muni ETF$448,645$117,764 ▲35.6%19,7990.8%ETFFPEFirst Trust Preferred Securities and Income ETF$439,366$39,902 ▼-8.3%24,7530.8%ETFESEESCO Technologies$414,458$414,458 ▲New Holding1,4730.7%IndustrialsGOOGAlphabet$387,2610.0%1,3500.7%Computer and TechnologyHYGWiShares High Yield Corporate Bond BuyWrite Strategy ETF$386,258$165,240 ▼-30.0%13,0950.7%ETFSITMSiTime$378,504$324,975 ▼-46.2%1,0960.6%Computer and TechnologyBLUE OWL TECHNOLOGY FIN CORP$370,065$227,121 ▲158.9%29,8680.6%COMMON STOCKLASRnLight$366,753$366,753 ▲New Holding6,4320.6%Computer and TechnologyBVNBuenaventura Mining$363,644$363,644 ▲New Holding10,0900.6%Basic MaterialsVSATViasat$362,599$362,599 ▲New Holding7,9170.6%Computer and TechnologyWFRDWeatherford International$347,771$347,771 ▲New Holding3,6770.6%EnergyKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$345,646$141,600 ▼-29.1%7,0960.6%ETFOMABGrupo Aeroportuario del Centro Norte$342,125$342,125 ▲New Holding2,9820.6%TransportationSSRMSilver Standard Resources$336,895$336,895 ▲New Holding11,4590.6%Basic MaterialsNWGNatWest Group$336,010$174,673 ▼-34.2%22,5510.6%FinanceEMBRAER S.A.$325,717$181,402 ▼-35.8%5,4890.6%SPONSORED ADSINVESCO ACTIVELY MANAGED EXC$325,248$73,625 ▲29.3%6,1670.6%MSCI EAFE INCOMEPRAXIS PRECISION MEDICINES I$320,579$320,579 ▲New Holding9950.5%COM NEWBCSBarclays$319,706$159,673 ▼-33.3%15,1090.5%FinanceUUUUEnergy Fuels$314,740$314,740 ▲New Holding17,2460.5%Basic MaterialsAVGOBroadcom$313,534$988,886 ▼-75.9%1,0130.5%Computer and TechnologyIGLDFT Vest Gold Strategy Target Income ETF$291,859$14,322 ▼-4.7%11,4320.5%ETFGFIGold Fields$291,831$291,831 ▲New Holding6,4280.5%Basic MaterialsPCEFInvesco CEF Income Composite ETF$253,694$25,351 ▼-9.1%13,4800.4%ETFXMPTVanEck CEF Muni Income ETF$250,755$53,772 ▲27.3%11,6630.4%ETFTOTLSPDR Doubleline Total Return Tactical ETF$229,242$939,137 ▼-80.4%5,7700.4%ETFLLYEli Lilly and Company$212,467$436,891 ▼-67.3%2310.4%MedicalJNJJohnson & Johnson$203,374$348,571 ▼-63.2%8320.3%MedicalVVisa$0$1,577,494 ▼-100.0%00.0%Business ServicesVOXVanguard Communication Services ETF$0$947,819 ▼-100.0%00.0%ETFSBSWSibanye Gold$0$921,804 ▼-100.0%00.0%Basic MaterialsPGProcter & Gamble$0$851,405 ▼-100.0%00.0%Consumer StaplesASTRAZENECA PLC$0$810,455 ▼-100.0%00.0%SPONSORED ADRHLHecla Mining$0$801,451 ▼-100.0%00.0%Basic MaterialsBRK.BBerkshire Hathaway$0$787,653 ▼-100.0%00.0%FinanceABIVAX SA$0$745,479 ▼-100.0%00.0%SPONSORED ADSDISWalt Disney$0$734,954 ▼-100.0%00.0%Consumer DiscretionaryBSXBoston Scientific$0$655,722 ▼-100.0%00.0%MedicalTIGOMillicom International Cellular$0$653,915 ▼-100.0%00.0%Computer and TechnologyFROGJFrog$0$645,836 ▼-100.0%00.0%Computer and TechnologyIDCCInterDigital$0$551,434 ▼-100.0%00.0%Computer and TechnologyJMIAJumia Technologies$0$513,277 ▼-100.0%00.0%Retail/WholesalePRIMORIS SVCS CORP$0$502,643 ▼-100.0%00.0%COMBKHBlack Hills$0$492,118 ▼-100.0%00.0%UtilitiesXOMExxonMobil$0$456,209 ▼-100.0%00.0%EnergyUBERUber Technologies$0$437,230 ▼-100.0%00.0%Computer and TechnologyGSThe Goldman Sachs Group$0$435,105 ▼-100.0%00.0%FinanceQBTSD-Wave Quantum$0$431,763 ▼-100.0%00.0%Computer and TechnologyCATCaterpillar$0$404,446 ▼-100.0%00.0%IndustrialsAMDAdvanced Micro Devices$0$402,621 ▼-100.0%00.0%Computer and TechnologyTMOThermo Fisher Scientific$0$402,138 ▼-100.0%00.0%MedicalBACBank of America$0$379,775 ▼-100.0%00.0%FinanceMAMastercard$0$372,214 ▼-100.0%00.0%Business ServicesABBVAbbVie$0$358,044 ▼-100.0%00.0%MedicalRGTIRigetti Computing$0$321,995 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$307,178 ▼-100.0%00.0%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$0$303,804 ▼-100.0%00.0%ETFAXPAmerican Express$0$303,729 ▼-100.0%00.0%FinanceBLACKROCK INC$0$302,906 ▼-100.0%00.0%COMMCDMcDonald's$0$295,850 ▼-100.0%00.0%Retail/WholesaleHDHome Depot$0$282,162 ▼-100.0%00.0%Retail/WholesaleMRKMerck & Co., Inc.$0$273,150 ▼-100.0%00.0%MedicalKOCocaCola$0$265,798 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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