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Jeff Ramsey

Quotient Wealth Partners, Llc

Assets Managed
$3.8B
Holdings
377
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
1.13%(2Q avg: 2.02%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Quotient Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 377 positions.

Assets under management

The assets under management (AUM) of Quotient Wealth Partners, 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 - Q1, they manage 3.8B in assets, with a quarterly growth rate of 1.13% and a 2-quarter average growth rate of 2.02%. The portfolio is managed by Jeff Ramsey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.13%
13.64%
$518.051M
793,084 shares@ $653.22 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -0.17%
9.49%
$360.493M
3.682M shares@ $97.92 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 32.9%
7.81%
$296.589M
6.501M shares@ $45.63 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 51.26%
7.59%
$288.265M
5.551M shares@ $51.94 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 8.78%
6.14%
$233.094M
2.575M shares@ $90.53 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 7.65%
5.72%
$217.304M
3.841M shares@ $56.59 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -19%
4.92%
$186.641M
1.88M shares@ $99.28 avg price
MBB
Ishares Mbs Etf
Recent Activity
Increased 18.47%
4.07%
$154.587M
1.628M shares@ $94.95 avg price
HEFA
Isha Curr Hedged Msci Eafe
Recent Activity
Decreased -2.95%
3.77%
$143.113M
3.368M shares@ $42.5 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -5.53%
3.4%
$129.152M
1.852M shares@ $69.76 avg price

1-10 of 377