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Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC is an SEC-registered investment adviser based in Irving, Texas. Founded in 2023, the firm manages wealth on behalf of individuals with an emphasis on high-net-worth clients, totaling more than $3 billion in regulatory assets under management. Employing around 39 to 51 professionals, they offer tailored investment advisory and financial planning services aimed at helping clients achieve long-term financial goals.
Investment Strategy
Quotient Wealth Partners provides comprehensive discretionary and non-discretionary investment advisory services principally to individuals and high net worth individuals. The firm's approach focuses on developing customized portfolios to suit varying risk tolerances and time horizons, with an emphasis on broad diversification and prudent asset allocation across equities, fixed income, and other asset classes. The firm takes a long-term approach, aiming to preserve and grow wealth in alignment with clients' evolving objectives.
Latest 13F Filing Activity
Quotient Wealth Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 355 equity positions with a total 13F market value of $4B. The fund increased holdings in Ishares TR, SPDR Ser TR, SPDR Ser TR among other positions. Quotient Wealth Partners, LLC reduced exposure to SPDR Ser TR, J P Morgan Exchange Traded F, Accenture PLC Ireland among others.
Top Holdings
Equity Positions (355)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.66% | $389.1M | 581,307 | $493.93 | $669.30 | +$28.7M |
S SPYG | SPDR SER TR | 10.10% | $368.8M | 3,528,500 | $67.82 | $104.51 | +$23.1M |
S SPYV | SPDR SER TR | 6.89% | $251.5M | 4,546,337 | $48.71 | $55.33 | +$22.1M |
A AGG | ISHARES TR | 5.98% | $218.5M | 2,179,161 | $98.72 | $100.25 | +$13.8M |
I IEFA | ISHARES TR | 5.12% | $187.0M | 2,141,415 | $71.27 | $87.31 | +$12.7M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Co-Founder, Chief Investment Officer | Dallas, TX , United States | |
 | Associate | Fort Worth, TX , United States |
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