13F
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Quadcap Wealth Management, LLC

13F equity value
$877M
Positions
383
Top 10 concentration
31.1%
Quarters / total new picks
8 / 140
13F equity value over time
$0M$439M$877M2023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 8 quarters, returned +5.8% per quarter — versus +4.0% per quarter from simply owning every 13F stock. It beat that baseline in only 75.0% of quarters (excess t = 1.23, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+4.5%
t-stat
1.23
Quarterly win rate
75%
Annualized excess
+6.5%
$1 → follow vs universe
$1.50 vs $1.35
Cumulative return: $1 invested in new picks vs universe
1.00 20240331: universe 1.02220240630: universe 1.11520240930: universe 1.10620241231: universe 1.03220250331: universe 1.12520250630: universe 1.16020250930: universe 1.30520251231: universe 1.350 20240331: follow 1.02720240630: follow 1.09920240930: follow 1.23720241231: follow 1.18320250331: follow 1.33720250630: follow 1.45420250930: follow 1.75020251231: follow 1.505 0.92 1.41 1.89 20242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 383 · 2026 Q1

Ticker Value Weight QoQ
JQUA $76M
8.7%
ADD
DFUS $59M
6.7%
ADD
AAPL $25M
2.9%
HOLD
CGCB $24M
2.7%
ADD
EVTR $24M
2.7%
ADD
NVDA $15M
1.7%
HOLD
AMZN $13M
1.5%
HOLD
DIHP $13M
1.5%
ADD
SPY $13M
1.5%
ADD
DEXC $12M
1.3%
ADD
QQQ $12M
1.3%
HOLD
MSFT $11M
1.3%
TRIM
DISV $11M
1.2%
ADD
MGV $10M
1.1%
TRIM
AVLV $10M
1.1%
ADD
PWRD $9M
1.1%
ADD
UTES $9M
1.1%
ADD
MGK $9M
1.0%
ADD
AIQ $9M
1.0%
ADD
GOOGL $9M
1.0%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.