Quantum Private Wealth, LLC — 13F Holdings & Portfolio

CIK 1929662 · latest 13F-HR filed 2026-07-29

Quantum Private Wealth, LLC manages $390.2M in 13F-reported U.S. long-equity assets across 171 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (7.50%), AMZN (7.19%), META (6.50%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 20 new positions, exited 14, added to 92, and trimmed 30.

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
400 N. ASHLEY DRIVE
SUITE 1900
TAMPA, FL 33602
Phone
(847) 474-1400
Filing Manager
Quantum Private Wealth, LLC
TAMPA, FL
Signatory
James M. Perkins
President/Chief Compliance Officer
Loading holdings…
AUM

$390.2M

Long-equity book

Holdings

171

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+20 / −14 / ↑92 / ↓30

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADVANCED MICRO DEVICES INC$10.1M +154.3%
  • MARVELL TECHNOLOGY INC$4.7M +138.5%
  • DELL TECHNOLOGIES INC$4.6M +152.1%
  • ATOMERA INC$4.2M +184.2%
  • POWELL INDS INC$3.4M +46.7%
Show all 92

Top Trims

  • NETFLIX INC.-$2.7M -35.6%
  • PALANTIR TECHNOLOGIES INC-$1.2M -29.2%
  • NORTHROP GRUMMAN CORP-$571.8K -30.6%
  • ULTA BEAUTY INC-$490.2K -37.2%
  • STIFEL FINL CORP-$441.6K -26.7%
Show all 30

New Positions

  • ARK ETF TR$3.2M
  • HONEYWELL INTL INC$796.0K
  • HONEYWELL AEROSPACE INC$757.9K
  • ROUNDHILL ETF TRUST$731.9K
  • SPACE EXPLORATION TECHN CORP$549.2K
Show all 20

Exited Positions

  • HONEYWELL INTL INC$1.6M
  • FIRST TR EXCH TRADED FD III$365.7K
  • GOLDMAN SACHS GROUP INC$279.2K
  • ANALOG DEVICES INC$247.2K
  • ZOETIS INC$244.0K
Show all 14
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 APPLE INC AAPL 037833100 $29.3M 7.50% 101,104 SH
2 AMAZON COM INC AMZN 023135106 $28.1M 7.19% 117,778 SH
3 META PLATFORMS INC META 30303M102 $25.4M 6.50% 45,012 SH
4 NVIDIA CORPORATION NVDA 67066G104 $21.3M 5.46% 106,382 SH
5 BROADCOM INC AVGO 11135F101 $16.6M 4.26% 44,034 SH
6 ADVANCED MICRO DEVICES INC AMD 007903107 $16.6M 4.26% 28,598 SH
7 ALPHABET INC GOOG 02079K107 $15.4M 3.95% 43,613 SH
8 MICROSOFT CORP MSFT 594918104 $15.4M 3.94% 41,168 SH
9 AB ACTIVE ETFS INC FWD 00039J509 $10.9M 2.79% 73,382 SH
10 POWELL INDS INC POWL 739128106 $10.6M 2.73% 37,182 SH
11 MARVELL TECHNOLOGY INC MRVL 573874104 $8.2M 2.09% 27,360 SH
12 DELL TECHNOLOGIES INC DELL 24703L202 $7.6M 1.94% 17,540 SH
13 CROWDSTRIKE HLDGS INC CRWD 22788C105 $6.7M 1.72% 8,789 SH
14 ATOMERA INC ATOM 04965B100 $6.5M 1.66% 743,895 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $6.3M 1.61% 13,188 SH
16 TAYSHA GENE THERAPIES INC TSHA 877619106 $5.5M 1.42% 812,027 SH
17 NETFLIX INC. NFLX 64110L106 $4.9M 1.26% 68,840 SH
18 TG THERAPEUTICS INC TGTX 88322Q108 $4.7M 1.21% 86,008 SH
19 SNOWFLAKE INC SNOW 833445109 $4.7M 1.20% 18,348 SH
20 EDGEWISE THERAPEUTICS INC EWTX 28036F105 $4.6M 1.18% 113,380 SH
21 ALPHABET INC GOOGL 02079K305 $4.2M 1.09% 11,859 SH
22 PALO ALTO NETWORKS INC PANW 697435105 $4.1M 1.06% 12,103 SH
23 HOME DEPOT INC HD 437076102 $4.1M 1.04% 11,544 SH
24 VIKING THERAPEUTICS INC VKTX 92686J106 $3.8M 0.98% 98,365 SH
25 ARM HOLDINGS PLC ARM 042068205 $3.7M 0.95% 10,475 SH
26 QUALCOMM INC QCOM 747525103 $3.5M 0.91% 19,164 SH
27 EMCOR GROUP INC EME 29084Q100 $3.4M 0.88% 4,121 SH
28 ARK ETF TR ARKX 00214Q807 $3.2M 0.82% 94,223 SH
29 VERTIV HOLDINGS CO VRT 92537N108 $3.1M 0.80% 9,335 SH
30 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $2.9M 0.74% 24,594 SH
31 TESLA INC TSLA 88160R101 $2.8M 0.71% 6,543 SH
32 DATADOG INC DDOG 23804L103 $2.7M 0.68% 10,257 SH
33 EVERUS CONSTR GROUP ECG 300426103 $2.7M 0.68% 16,052 SH
34 FIRST TR EXCHANGE-TRADED FD FDN 33733E302 $2.4M 0.63% 9,229 SH
35 MASTERCARD INCORPORATED MA 57636Q104 $2.4M 0.60% 4,582 SH
36 KRYSTAL BIOTECH INC KRYS 501147102 $2.3M 0.58% 6,119 SH
37 RTX CORPORATION RTX 75513E101 $2.1M 0.54% 11,149 SH
38 CORNING INC GLW 219350105 $2.1M 0.54% 8,280 SH
39 INVESCO QQQ TR QQQ 46090E103 $2.1M 0.53% 2,792 SH
40 QUANTA SVCS INC PWR 74762E102 $2.0M 0.52% 2,796 SH
41 ENERGY TRANSFER L P ET 29273V100 $2.0M 0.51% 104,048 SH
42 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.0M 0.50% 3,919 SH
43 SERVICENOW INC NOW 81762P102 $1.9M 0.48% 18,965 SH
44 KLA CORP KLAC 482480100 $1.9M 0.48% 6,165 SH
45 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $1.8M 0.47% 9,588 SH
46 ENTERPRISE PRODS PARTNERS L EPD 293792107 $1.6M 0.42% 44,640 SH
47 THE REALREAL INC REAL 88339P101 $1.5M 0.39% 128,506 SH
48 CONSTELLATION ENERGY CORP CEG 21037T109 $1.4M 0.37% 5,756 SH
49 AMERICAN SUPERCONDUCTOR CORP AMSC 030111207 $1.4M 0.36% 33,823 SH
50 SOLSTICE ADVANCED MATLS INC SOLS 83443Q103 $1.3M 0.34% 14,902 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $390.2M 171 0001104659-26-088264
2026-03-31 2026-04-27 $323.7M 165 0001104659-26-049289
2025-12-31 2026-02-06 $342.4M 169 0001104659-26-011333