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Portfolio (Quarterly) Guide ↗

QP WEALTH MANAGEMENT, LLC

· CIK 0001802496
13F Portfolio $70M AUM 71 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 23 New 9 Added 39 Reduced 57 Exited
Page 2 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PRIM PRIMORIS SVCS CORP Industrials 4,049 $503K 0.44% SOLD
22 BKH BLACK HILLS CORP Utilities 7,089 $492K 0.43% SOLD
23 XOM EXXON MOBIL CORP Energy 3,791 $456K 0.40% SOLD
24 UBER UBER TECHNOLOGIES INC Technology 5,351 $437K 0.39% SOLD
25 GS GOLDMAN SACHS GROUP INC Financial Services 495 $435K 0.38% SOLD
26 QBTS D-WAVE QUANTUM INC Technology 16,511 $432K 0.38% SOLD
27 CAT CATERPILLAR INC Industrials 706 $404K 0.36% SOLD
28 TMO THERMO FISHER SCIENTIFIC INC Healthcare 694 $402K 0.35% SOLD
29 BAC BANK AMERICA CORP Financial Services 6,905 $380K 0.34% SOLD
30 MA MASTERCARD INCORPORATED Financial Services 652 $372K 0.33% SOLD
31 ABBV ABBVIE INC Healthcare 1,567 $358K 0.32% SOLD
32 RGTI RIGETTI COMPUTING INC Technology 14,537 $322K 0.28% SOLD
33 ORCL ORACLE CORP Technology 1,576 $307K 0.27% SOLD
34 XLE SELECT SECTOR SPDR TR 6,795 $304K 0.27% SOLD
35 AXP AMERICAN EXPRESS CO Financial Services 821 $304K 0.27% SOLD
36 BLK BLACKROCK INC Financial Services 283 $303K 0.27% SOLD
37 MCD MCDONALDS CORP Consumer Cyclical 968 $296K 0.26% SOLD
38 HD HOME DEPOT INC Consumer Cyclical 820 $282K 0.25% SOLD
39 MRK MERCK & CO INC Healthcare 2,595 $273K 0.24% SOLD
40 KO COCA COLA CO Consumer Defensive 3,802 $266K 0.23% SOLD
Page 2 of 3  ·  57 positions
Sector Allocation
Technology 44.5%
Industrials 14.9%
Communication Services 12.2%
Consumer Cyclical 11.0%
Financial Services 7.6%
Healthcare 3.1%
Energy 2.6%
Consumer Defensive 2.3%
Basic Materials 1.9%