QP WEALTH MANAGEMENT, LLC — 13F Holdings & Portfolio

CIK 1802496 · latest 13F-HR filed 2026-07-20

QP WEALTH MANAGEMENT, LLC manages $70.1M in 13F-reported U.S. long-equity assets across 71 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPDW (7.15%), AAPL (5.01%), SMMD (4.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 21 new positions, exited 15, added to 26, and trimmed 12.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2700 N. MILITARY TRAIL
SUITE 240
BOCA RATON, FL 33431
Phone
(732) 526-2701
Filing Manager
QP WEALTH MANAGEMENT, LLC
BOCA RATON, FL
Signatory
Lisa Heerwagen
Chief Compliance Officer
Loading holdings…
AUM

$70.1M

Long-equity book

Holdings

71

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+21 / −15 / ↑26 / ↓12

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WESTERN DIGITAL CORP$1.7M +131.7%
  • BLOOM ENERGY CORP$1.4M +126.2%
  • SPDR INDEX SHS FDS$752.4K +17.7%
  • ISHARES TR$500.3K +19.1%
  • ALPHABET INC$485.4K +22.3%
Show all 26

Top Trims

  • NVIDIA CORPORATION-$805.5K -26.4%
  • PALANTIR TECHNOLOGIES INC-$266.4K -21.0%
  • META PLATFORMS INC-$211.1K -14.2%
  • KINROSS GOLD CORP-$147.6K -22.1%
  • CONOCOPHILLIPS-$144.6K -23.1%
Show all 12

New Positions

  • MICRON TECHNOLOGY INC$2.1M
  • MILLICOM INTL CELLULAR S A$1.4M
  • CIENA CORP$1.0M
  • PLANET LABS PBC$930.9K
  • SPACE EXPLORATION TECHN CORP$831.2K
Show all 21

Exited Positions

  • LUMENTUM HLDGS INC$1.9M
  • GE AEROSPACE$1.2M
  • VERIZON COMMUNICATIONS INC$559.2K
  • SITIME CORP$378.5K
  • NLIGHT INC$366.8K
Show all 15
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR INDEX SHS FDS SPDW 78463X889 $5.0M 7.15% 99,438 SH
2 APPLE INC AAPL 037833100 $3.5M 5.01% 12,140 SH
3 ISHARES TR SMMD 46435G268 $3.1M 4.45% 34,051 SH
4 WESTERN DIGITAL CORP WDC 958102105 $3.0M 4.31% 4,735 SH
5 ALPHABET INC GOOGL 02079K305 $2.7M 3.80% 7,455 SH
6 TESLA INC TSLA 88160R101 $2.6M 3.71% 6,189 SH
7 BLOOM ENERGY CORP BE 093712107 $2.5M 3.53% 8,166 SH
8 NVIDIA CORPORATION NVDA 67066G104 $2.2M 3.20% 11,218 SH
9 MICRON TECHNOLOGY INC MU 595112103 $2.1M 3.04% 1,846 SH
10 FIRST TR EXCHANGE TRADED FD FV 33738R605 $2.1M 3.01% 27,794 SH
11 AMAZON COM INC AMZN 023135106 $1.8M 2.56% 7,533 SH
12 SPDR SERIES TRUST HYMB 78464A284 $1.7M 2.42% 66,625 SH
13 HOWMET AEROSPACE INC HWM 443201108 $1.5M 2.12% 5,532 SH
14 MICROSOFT CORP MSFT 594918104 $1.4M 2.05% 3,860 SH
15 MILLICOM INTL CELLULAR S A TIGO L6388F110 $1.4M 2.03% 15,659 SH
16 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $1.4M 2.00% 8,688 SH
17 META PLATFORMS INC META 30303M102 $1.3M 1.81% 2,258 SH
18 J P MORGAN EXCHANGE TRADED F JEPQ 46654Q203 $1.3M 1.81% 20,645 SH
19 ISHARES TR USMV 46429B697 $1.3M 1.80% 13,081 SH
20 CURTISS WRIGHT CORP CW 231561101 $1.3M 1.80% 1,661 SH
21 FIRST TR EXCHANGE-TRADED FD HYLS 33738D408 $1.1M 1.62% 27,877 SH
22 CIENA CORP CIEN 171779309 $1.0M 1.49% 2,133 SH
23 INVESCO QQQ TR QQQ 46090E103 $1.0M 1.48% 1,413 SH
24 WALMART INC WMT 931142103 $1.0M 1.46% 9,011 SH
25 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $999.5K 1.43% 8,567 SH
26 FIRST TR EXCH TRADED FD III FPEI 33739P855 $985.4K 1.41% 51,083 SH
27 PLANET LABS PBC PL 72703X106 $930.9K 1.33% 28,097 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $929.0K 1.33% 2,838 SH
29 SPACE EXPLORATION TECHN CORP SPCX 84615Q103 $831.2K 1.19% 4,865 SH
30 SPDR SERIES TRUST SHM 78468R739 $773.1K 1.10% 16,117 SH
31 VIASAT INC VSAT 92552V100 $688.2K 0.98% 7,663 SH
32 FIRST TR EXCHANGE-TRADED FD FTSM 33739Q408 $642.4K 0.92% 10,755 SH
33 FIRST TR EXCH TRADED FD III FMB 33739N108 $587.4K 0.84% 11,435 SH
34 SILICON MOTION TECHNOLOGY CO SIMO 82706C108 $570.7K 0.81% 1,712 SH
35 ACM RESH INC ACMR 00108J109 $568.0K 0.81% 4,476 SH
36 ASE TECHNOLOGY HLDG CO LTD ASX 00215W100 $550.7K 0.79% 12,206 SH
37 SPDR GOLD TR GLD 78463V107 $527.5K 0.75% 1,432 SH
38 KINROSS GOLD CORP KGC 496902404 $520.7K 0.74% 22,044 SH
39 UNITED MICROELECTRONICS CORP UMC 910873405 $507.6K 0.72% 18,656 SH
40 ESCO TECHNOLOGIES INC ESE 296315104 $494.6K 0.71% 1,413 SH
41 GLOBAL X FDS RYLD 37954Y459 $484.2K 0.69% 30,279 SH
42 CONOCOPHILLIPS COP 20825C104 $480.5K 0.69% 4,622 SH
43 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $477.8K 0.68% 8,459 SH
44 SPDR SERIES TRUST SJNK 78468R408 $477.7K 0.68% 19,084 SH
45 ALPHABET INC GOOG 02079K107 $466.4K 0.67% 1,320 SH
46 IONQ INC IONQ 46222L108 $450.3K 0.64% 8,454 SH
47 VANECK ETF TRUST SHYD 92189F387 $448.8K 0.64% 19,599 SH
48 SCHOLAR ROCK HLDG CORP SRRK 80706P103 $446.4K 0.64% 8,116 SH
49 FIRST TR EXCH TRADED FD III FPE 33739E108 $426.3K 0.61% 23,840 SH
50 UNITED BANKSHARES INC WEST V UBSI 909907107 $425.0K 0.61% 9,273 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $70.1M 71 0001802496-26-000003
2026-03-31 2026-04-22 $58.4M 65 0001802496-26-000002
2025-12-31 2026-01-07 $113.5M 105 0002085853-26-000005