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Shannon Hemphill

Quaker Wealth Management, Llc

Assets Managed
$343.519M
Holdings
967
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
7.31%(2Q avg: 4.37%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Quaker Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 967 positions.

Assets under management

The assets under management (AUM) of Quaker Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 343.519M in assets, with a quarterly growth rate of 7.31% and a 2-quarter average growth rate of 4.37%. The portfolio is managed by Shannon Hemphill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.64%
18.26%
$62.702M
169,447 shares@ $370.04 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 1.84%
9.94%
$34.128M
431,832 shares@ $79.03 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.59%
8.25%
$28.308M
179,131 shares@ $158.04 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 1.22%
5.25%
$18.01M
190,443 shares@ $94.57 avg price
TLT
Ishares 20+ Year Treasury Bd
Recent Activity
Decreased -1.84%
5.05%
$17.315M
200,359 shares@ $86.43 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 1.99%
4.47%
$15.349M
185,717 shares@ $82.65 avg price
JSI
Jh Securitized Income Etf
Recent Activity
Decreased -4.29%
4%
$13.711M
267,746 shares@ $51.21 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 699.13%
3.9%
$13.38M
111,949 shares@ $119.52 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 506.79%
3.15%
$10.8M
125,381 shares@ $86.15 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 0.94%
2.99%
$10.264M
111,999 shares@ $91.64 avg price

1-10 of 967