QUANTUM PRIVATE WEALTH, LLC

PrivateCIK: 1929662
Location

TAMPA, FL

📋 What this filing means

QUANTUM PRIVATE WEALTH, LLC filed this quarterly 13F‑HR report disclosing 171 equity positions with a total reported market value of $390.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

171
Positions
$390.19M
Total AUM (reported)
4.05M
Total Shares

Allocation by class

TOTAL AUM$390.19M171 positions
COM$243.87M62.5%
CL A$40.12M10.3%
CAP STK CL C$15.41M3.9%
COM SHS$11.92M3.1%
DISRUPTORS ETF$10.87M2.8%
SPONSORED ADS$10.01M2.6%
CL C$7.57M1.9%

Portfolio Concentration

Top 321.2%4–1027.4%11–2520.4%Rest31.0%TOP 1048.6%0%100%
Top 3$82.68M21.2%
4–10$106.82M27.4%
11–25$79.64M20.4%
Rest$121.06M31.0%

Top 3 weight

21.2%

Top 10 weight

48.6%

Voting Authority Distribution

Total shares with voting rights: 4.05M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

4.05M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole171
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings171
Rows:

APPLE INC

SOLE
COM
Shares101.10K
TypeSH
Market value$29.26M
7.50%
Sole
0.00
Shared
0.00
None
101.10K

AMAZON COM INC

SOLE
COM
Shares117.78K
TypeSH
Market value$28.07M
7.19%
Sole
0.00
Shared
0.00
None
117.78K

META PLATFORMS INC

SOLE
CL A
Shares45.01K
TypeSH
Market value$25.35M
6.50%
Sole
0.00
Shared
0.00
None
45.01K

NVIDIA CORPORATION

SOLE
COM
Shares106.38K
TypeSH
Market value$21.29M
5.46%
Sole
0.00
Shared
0.00
None
106.38K

BROADCOM INC

SOLE
COM
Shares44.03K
TypeSH
Market value$16.63M
4.26%
Sole
0.00
Shared
0.00
None
44.03K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares28.60K
TypeSH
Market value$16.61M
4.26%
Sole
0.00
Shared
0.00
None
28.60K

ALPHABET INC

SOLE
CAP STK CL C
Shares43.61K
TypeSH
Market value$15.41M
3.95%
Sole
0.00
Shared
0.00
None
43.61K

MICROSOFT CORP

SOLE
COM
Shares41.17K
TypeSH
Market value$15.36M
3.94%
Sole
0.00
Shared
0.00
None
41.17K

AB ACTIVE ETFS INC

SOLE
DISRUPTORS ETF
Shares73.38K
TypeSH
Market value$10.87M
2.79%
Sole
0.00
Shared
0.00
None
73.38K

POWELL INDS INC

SOLE
COM
Shares37.18K
TypeSH
Market value$10.65M
2.73%
Sole
0.00
Shared
0.00
None
37.18K

MARVELL TECHNOLOGY INC

SOLE
COM
Shares27.36K
TypeSH
Market value$8.15M
2.09%
Sole
0.00
Shared
0.00
None
27.36K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares17.54K
TypeSH
Market value$7.57M
1.94%
Sole
0.00
Shared
0.00
None
17.54K

CROWDSTRIKE HLDGS INC

SOLE
CL A
Shares8.79K
TypeSH
Market value$6.71M
1.72%
Sole
0.00
Shared
0.00
None
8.79K

ATOMERA INC

SOLE
COM
Shares743.89K
TypeSH
Market value$6.48M
1.66%
Sole
0.00
Shared
0.00
None
743.89K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares13.19K
TypeSH
Market value$6.30M
1.61%
Sole
0.00
Shared
0.00
None
13.19K

TAYSHA GENE THERAPIES INC

SOLE
COM SHS
Shares812.03K
TypeSH
Market value$5.53M
1.42%
Sole
0.00
Shared
0.00
None
812.03K

NETFLIX INC.

SOLE
COM
Shares68.84K
TypeSH
Market value$4.92M
1.26%
Sole
0.00
Shared
0.00
None
68.84K

TG THERAPEUTICS INC

SOLE
COM
Shares86.01K
TypeSH
Market value$4.73M
1.21%
Sole
0.00
Shared
0.00
None
86.01K

SNOWFLAKE INC

SOLE
COM SHS
Shares18.35K
TypeSH
Market value$4.67M
1.20%
Sole
0.00
Shared
0.00
None
18.35K

EDGEWISE THERAPEUTICS INC

SOLE
COM
Shares113.38K
TypeSH
Market value$4.61M
1.18%
Sole
0.00
Shared
0.00
None
113.38K

ALPHABET INC

SOLE
CAP STK CL A
Shares11.86K
TypeSH
Market value$4.24M
1.09%
Sole
0.00
Shared
0.00
None
11.86K

PALO ALTO NETWORKS INC

SOLE
COM
Shares12.10K
TypeSH
Market value$4.13M
1.06%
Sole
0.00
Shared
0.00
None
12.10K

HOME DEPOT INC

SOLE
COM
Shares11.54K
TypeSH
Market value$4.07M
1.04%
Sole
0.00
Shared
0.00
None
11.54K

VIKING THERAPEUTICS INC

SOLE
COM
Shares98.36K
TypeSH
Market value$3.84M
0.98%
Sole
0.00
Shared
0.00
None
98.36K

ARM HOLDINGS PLC

SOLE
SPONSORED ADS
Shares10.47K
TypeSH
Market value$3.71M
0.95%
Sole
0.00
Shared
0.00
None
10.47K
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