13F Filings History of QP WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$113,474,097
Signature - Title
Lisa K. Heerwagen - Managing Member and Chief Operating Officer
Location
Boca Raton, FL
Summary
This page shows a list of all the recent 13F filings made by QP WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. QP WEALTH MANAGEMENT, LLC reported 105 stock holdings with total value $113,474,097 as of Q4 2025. Top holdings included NVDA, AAPL, SPDW, GOOGL, and TSLA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 105 $113,474,097 $0 $0 $0 NVDA, AAPL, SPDW, GOOGL, TSLA 13F-HR 07 Jan 2026, 08:44
Q3 2023 71 $57,311,823 +$3,650,275 -$7,693,597 -$4,043,322 AAPL, FV, FPEI, TSLA, SPDW 13F-HR 05 Oct 2023, 16:48
Q2 2023 68 $63,065,126 +$6,954,112 -$9,390,206 -$2,436,094 AAPL, FV, AMZN, TSLA, FPEI 13F-HR 13 Jul 2023, 16:16
Q1 2023 64 $61,059,987 +$7,492,483 -$14,413,167 -$6,920,684 AAPL, EMLP, FV, FPEI, TSLA 13F-HR 25 Apr 2023, 16:36
Q4 2022 68 $64,193,230 +$15,287,752 -$19,785,387 -$4,497,635 EMLP, AAPL, FV, FPEI, AMZN 13F-HR 17 Jan 2023, 12:24
Q3 2022 63 $69,490,000 +$8,533,873 -$5,403,071 +$3,130,802 TSLA, FPEI, EMLP, AAPL, AMZN 13F-HR 12 Oct 2022, 11:16
Q2 2022 71 $72,986,000 +$5,766,061 -$4,928,252 +$837,809 EMLP, FPEI, TSLA, AAPL, FV 13F-HR 08 Jul 2022, 12:28
Q1 2022 71 $89,500,000 +$6,973,859 -$8,709,644 -$1,735,785 TSLA, AAPL, AMZN, FPEI, EMLP 13F-HR 18 Apr 2022, 15:19
Q4 2021 72 $94,314,000 +$6,336,462 -$10,423,114 -$4,086,652 TSLA, FPEI, AAPL, AMZN, SPDW 13F-HR 13 Jan 2022, 11:11
Q3 2021 72 $93,221,000 +$2,279,448 -$5,018,433 -$2,738,985 FPEI, AMZN, TSLA, ARKK, AAPL 13F-HR 05 Nov 2021, 14:07
Q2 2021 71 $97,712,000 +$8,660,548 -$8,069,668 +$590,880 AMZN, ARKK, FPEI, AAPL, TSLA 13F-HR 13 Jul 2021, 15:45
Q1 2021 68 $91,927,000 +$9,168,278 -$8,724,126 +$444,152 AMZN, FPEI, AAPL, ARKK, TSLA 13F-HR 27 Apr 2021, 18:31
Q4 2020 69 $90,615,000 +$9,677,709 -$6,153,184 +$3,524,525 AMZN, AAPL, EFAV, TSLA, FPEI 13F-HR 15 Jan 2021, 11:28
Q3 2020 64 $76,903,000 +$8,945,640 -$5,961,745 +$2,983,895 EFAV, AMZN, AAPL, FPEI, EMLP 13F-HR 08 Oct 2020, 09:44
Q2 2020 58 $72,335,000 +$10,666,077 -$12,202,131 -$1,536,054 EFAV, AMZN, FPEI, EMLP, AAPL 13F-HR 08 Jul 2020, 16:32
Q1 2020 62 $61,384,000 +$13,434,759 -$21,141,966 -$7,707,207 IFV, FPEI, EMLP, AAPL, UBER 13F-HR 29 Apr 2020, 14:29
Q4 2019 84 $78,365,000 $0 $0 $0 IFV, EMLP, AAPL, FPEI, AMZN 13F-HR 10 Feb 2020, 17:43