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Portfolio (Quarterly) Guide ↗

Quotient Wealth Partners, LLC

· CIK 0002004904
13F Portfolio $4.2B AUM 409 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 53 New 196 Added 140 Reduced 21 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SGMO SANGAMO THERAPEUTICS INC Healthcare 34,999 $9K SOLD
Page 2 of 2  ·  21 positions
Sector Allocation
Technology 37.6%
Financial Services 11.5%
Industrials 9.7%
Energy 8.5%
Consumer Cyclical 8.2%
Healthcare 7.1%
Communication Services 6.9%
Consumer Defensive 5.2%
Utilities 2.5%
Basic Materials 1.4%