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Quaker Wealth Management, LLC
Quaker Wealth Management, LLC is a registered investment adviser headquartered in Moorestown, New Jersey. Founded in 2011, the firm specializes in providing tailored wealth management and financial planning services for individuals with complex portfolios and significant assets. As of 2025, it has 7 employees and manages approximately $365 million in assets. The firm serves discerning individuals and families, focusing on long-term financial security and legacy planning.
Investment Strategy
Quaker Wealth Management employs a disciplined, holistic approach focused on preserving and growing client wealth through strategic financial planning and investment management. Their strategies are tailored for clients with significant assets, assisting with complex portfolios, tax optimization, retirement planning, and legacy preservation. The firm integrates personal and business finances, addresses the needs of high-net-worth individuals, and provides bespoke solutions that adapt to each client’s evolving goals and circumstances.
Latest 13F Filing Activity
Quaker Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 857 equity positions with a total 13F market value of $299M. The fund increased holdings in Vanguard Index FDS, Vanguard Scottsdale FDS, Vanguard Whitehall FDS among other positions. Quaker Wealth Management, LLC reduced exposure to Aquabounty Technologies Inc., Geovax Labs Inc., Revelation Biosciences Inc. among others.
Top Holdings
Equity Positions (857)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 19.11% | $57.1M | 187,750 | $303.93 | $303.93 | +$57.1M |
V VCSH | VANGUARD SCOTTSDALE FDS | 9.76% | $29.2M | 366,743 | $79.50 | $79.50 | +$29.2M |
V VYM | VANGUARD WHITEHALL FDS | 7.47% | $22.3M | 167,307 | $133.31 | $133.31 | +$22.3M |
I IEF | ISHARES TR | 5.47% | $16.3M | 170,571 | $95.77 | $95.77 | +$16.3M |
T TLT | ISHARES TR | 5.14% | $15.3M | 173,786 | $88.25 | $88.25 | +$15.3M |
Industry Allocation
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