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Lisa Heerwagen

Qp Wealth Management, Llc

Assets Managed
$70.106M
Holdings
71
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
20.13%(2Q avg: -14.22%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Qp Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 71 positions.

Assets under management

The assets under management (AUM) of Qp Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 70.106M in assets, with a quarterly growth rate of 20.13% and a 2-quarter average growth rate of -14.22%. The portfolio is managed by Lisa Heerwagen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 6.61%
7.15%
$5.011M
99,438 shares@ $50.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.27%
5.02%
$3.513M
12,140 shares@ $289.36 avg price
SMMD
Ishares Russell 2500 Etf
Recent Activity
Decreased -0.76%
4.46%
$3.12M
34,051 shares@ $91.63 avg price
WDC
Western Digital Corp
Recent Activity
Decreased -1.88%
4.32%
$3.024M
4,735 shares@ $638.72 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.61%
3.81%
$2.664M
7,455 shares@ $357.37 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.59%
3.72%
$2.603M
6,189 shares@ $420.6 avg price
BE
Bloom Energy Corp- A
Recent Activity
Increased 1.23%
3.53%
$2.472M
8,166 shares@ $302.7 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -35.85%
3.21%
$2.245M
11,218 shares@ $200.1 avg price
MU
Micron Technology Inc
Recent Activity
New Position
3.04%
$2.131M
1,846 shares@ $1154.29 avg price
FV
First Trust Dw Focus 5 Fund
Recent Activity
Increased 0.15%
3.01%
$2.109M
27,794 shares@ $75.89 avg price

1-10 of 71