Morey & Quinn Wealth Partners, LLC
13F Reported Value
ⓘ$140.6M
Holdings
136
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Morey & Quinn Wealth Partners, LLC disclosed 136 positions worth $140.6M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 8.3% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 4 new positions and exited 3 and a full exit from $DIAX. The portfolio is most concentrated in Other (38.1% of disclosed assets). All figures are sourced directly from Morey & Quinn Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2055521.
AI Fund Analysis
Stable
$BRK-A
$NVDA
$AAPL
$FTAI
$MSFT
$QQQSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$11.7M24,441 sh - 90.2#1
Quality
$7.6M43,739 sh - 76.1#112
Quality
$7.5M29,461 sh FIRST TR EXCHANGE-TRADED FD
—Quality
$7.4M80,226 sh- —
Quality
$5.8M23,573 sh - 74.0
Quality
$3.7M15,342 sh FIRST TR EXCHANGE TRADED FD
—Quality
$3.6M38,795 shFIRST TR EXCHANGE-TRADED FD
—Quality
$3.4M72,612 sh- 83.7
Quality
$3.3M8,971 sh FIRST TR EXCHANGE TRADED FD
—Quality
$3.2M52,818 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $11.7M | 24,441 |
| NVIDIA CORP$NVDA | 90.2#1 | $7.6M | 43,739 |
| Apple Inc.$AAPL | 76.1#112 | $7.5M | 29,461 |
| FIRST TR EXCHANGE-TRADED FD | — | $7.4M | 80,226 |
| FTAI Aviation Ltd.$FTAI | — | $5.8M | 23,573 |
 UNION PACIFIC CORP$UNP | 74.0 | $3.7M | 15,342 |
| FIRST TR EXCHANGE TRADED FD | — | $3.6M | 38,795 |
| FIRST TR EXCHANGE-TRADED FD | — | $3.4M | 72,612 |
| MICROSOFT CORP$MSFT | 83.7 | $3.3M | 8,971 |
| FIRST TR EXCHANGE TRADED FD | — | $3.2M | 52,818 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Morey & Quinn Wealth Partners, LLC's 136 positions.
Showing top 10 of 136 holdings.
Sector Allocation
Other
$53.5M
Technology
$25.0M
Financials
$17.3M
Industrials
$16.3M
Consumer Discretionary
$9.7M
Energy
$5.0M
Real Estate
$4.1M
Healthcare
$3.7M
Full Holdings — Morey & Quinn Wealth Partners, LLC (Q1 2026)
All 136 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $11.7M | 8.3% | +1% | 64.5 |
| 2 | $NVDA | NVIDIA CORP | $7.6M | 5.4% | +1% | 90.2 |
| 3 | $AAPL | Apple Inc. | $7.5M | 5.3% | +1% | 76.1 |
| 4 | — | FIRST TR EXCHANGE-TRADED FD | $7.4M | 5.3% | -1% | — |
| 5 | $FTAI | FTAI Aviation Ltd. | $5.8M | 4.1% | -1% | — |
| 6 | $UNP | UNION PACIFIC CORP | $3.7M | 2.6% | +9% | 74 |
| 7 | — | FIRST TR EXCHANGE TRADED FD | $3.6M | 2.6% | +3% | — |
| 8 | — | FIRST TR EXCHANGE-TRADED FD | $3.4M | 2.4% | -2% | — |
| 9 | $MSFT | MICROSOFT CORP | $3.3M | 2.4% | +6% | 83.7 |
| 10 | — | FIRST TR EXCHANGE TRADED FD | $3.2M | 2.3% | +0% | — |
| 11 | — | J P MORGAN EXCHANGE TRADED F | $2.9M | 2.1% | +9% | — |
| 12 |  $WMT | Walmart Inc. | $2.8M | 2.0% | +16% | 63.2 |
| 13 |  $AMZN | AMAZON COM INC | $2.4M | 1.7% | +2% | 74.6 |
| 14 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.3M | 1.6% | -1% | 66.4 |
| 15 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 1.5% | +0% | 64.5 |
| 16 |  $ALL | ALLSTATE CORP | $2.1M | 1.5% | -0% | 76.6 |
| 17 | — | VANGUARD INDEX FDS | $1.9M | 1.4% | +16% | — |
| 18 |  $DE | DEERE & CO | $1.7M | 1.2% | -0% | 57.4 |
| 19 | — | FIRST TR EXCHANGE TRADED FD | $1.5M | 1.1% | +1% | — |
| 20 | — | FIRST TR EXCHANGE-TRADED ALP | $1.5M | 1.0% | +0% | — |
| 21 |  $WELL | WELLTOWER INC. | $1.4M | 1.0% | +0% | 75.7 |
| 22 |  $OKE | ONEOK INC /NEW/ | $1.3M | 0.9% | +0% | 72 |
| 23 | — | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.9% | +0% | — |
| 24 | — | FIRST TR EXCHANGE-TRADED FD | $1.3M | 0.9% | -1% | — |
| 25 | — | AMPLIFY ETF TR | $1.2M | 0.9% | +2% | — |
| 26 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $1.2M | 0.8% | +0% | 64.6 |
| 27 |  $XOM | EXXON MOBIL CORP | $1.2M | 0.8% | +0% | 61.8 |
| 28 |  $GOOGL | Alphabet Inc. | $1.1M | 0.8% | -0% | 80.2 |
| 29 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.1M | 0.8% | +0% | 65.9 |
| 30 |  $TSLA | Tesla, Inc. | $1.1M | 0.8% | +0% | 50.1 |
| 31 |  $WCN | Waste Connections, Inc. | $1.0M | 0.7% | +0% | — |
| 32 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $1.0M | 0.7% | +0% | 67.5 |
| 33 |  $GOOG | Alphabet Inc. | $978,854 | 0.7% | +11% | 80.2 |
| 34 | — | AMERICAN CENTY ETF TR | $973,683 | 0.7% | +13% | — |
| 35 | — | EATON VANCE TAX-MANAGED GLOB | $965,633 | 0.7% | +0% | — |
| 36 | — | FIRST TR EXCHANGE-TRADED FD | $955,651 | 0.7% | +7% | — |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $953,584 | 0.7% | +11% | 67 |
| 38 |  $NNN | NNN REIT, INC. | $928,888 | 0.7% | -1% | 67.9 |
| 39 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $908,574 | 0.7% | +0% | 76.3 |
| 40 | — | FIRST TR EXCHANGE-TRADED FD | $888,212 | 0.6% | -0% | — |
| 41 | — | COLUMBIA ETF TR I | $870,466 | 0.6% | +1% | — |
| 42 |  $HD | HOME DEPOT, INC. | $870,243 | 0.6% | -0% | 69.2 |
| 43 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $807,373 | 0.6% | +10% | — |
| 44 |  $CAT | CATERPILLAR INC | $802,685 | 0.6% | -0% | 67.8 |
| 45 | — | FIRST TR EXCHANGE-TRADED FD | $776,398 | 0.6% | -0% | — |
| 46 | — | FIRST TR EXCHNG TRADED FD VI | $763,917 | 0.5% | +13% | — |
| 47 |  $CVS | CVS HEALTH Corp | $742,685 | 0.5% | +0% | 51.3 |
| 48 | — | FIRST TR EXCHANGE-TRADED FD | $736,311 | 0.5% | +4% | — |
| 49 |  $ORCL | ORACLE CORP | $734,079 | 0.5% | +7% | 67.2 |
| 50 |  $BSX | BOSTON SCIENTIFIC CORP | $727,084 | 0.5% | +1% | 79.9 |
| 51 | — | VANGUARD INDEX FDS | $717,397 | 0.5% | +76% | — |
| 52 | — | FIRST TR EXCHANGE-TRADED FD | $716,522 | 0.5% | +3% | — |
| 53 | — | FIRST TR EXCHANGE-TRADED ALP | $706,478 | 0.5% | +0% | — |
| 54 | — | EATON VANCE TAX-MANAGED DIVE | $701,442 | 0.5% | -1% | — |
| 55 | — | FIRST TR EXCHANGE-TRADED FD | $692,547 | 0.5% | +2% | — |
| 56 | — | FIRST TR EXCHANGE-TRADED FD | $659,380 | 0.5% | +0% | — |
| 57 |  $CW | CURTISS WRIGHT CORP | $593,256 | 0.4% | +0% | 70.7 |
| 58 |  $T | AT&T INC. | $591,684 | 0.4% | +2% | 71.9 |
| 59 |  $LLY | ELI LILLY & Co | $581,295 | 0.4% | -4% | 89.3 |
| 60 |  $MU | MICRON TECHNOLOGY INC | $575,342 | 0.4% | +0% | 88.4 |
| 61 |  $ERC | ALLSPRING MULTI-SECTOR INCOME FUND | $571,513 | 0.4% | +0% | — |
| 62 |  $MCK | MCKESSON CORP | $565,945 | 0.4% | +0% | 63.7 |
| 63 | — | FIRST TR EXCHANGE-TRADED ALP | $544,546 | 0.4% | +0% | — |
| 64 |  $VZ | VERIZON COMMUNICATIONS INC | $538,225 | 0.4% | -5% | 71.6 |
| 65 |  $CRM | Salesforce, Inc. | $536,699 | 0.4% | +2% | 75.2 |
| 66 |  $JHI | JOHN HANCOCK INVESTORS TRUST | $535,464 | 0.4% | +0% | — |
| 67 | — | AMERICAN CENTY ETF TR | $528,970 | 0.4% | -2% | — |
| 68 |  $V | VISA INC. | $518,946 | 0.4% | +8% | 83.5 |
| 69 | — | FIRST TR EXCHANGE-TRADED FD | $517,110 | 0.4% | +3% | — |
| 70 |  $KO | COCA COLA CO | $514,478 | 0.4% | +54% | 74 |
| 71 |  $PEP | PEPSICO INC | $511,215 | 0.4% | +0% | 62.7 |
| 72 |  $NREF | NexPoint Real Estate Finance, Inc. | $510,298 | 0.4% | +0% | — |
| 73 | — | FIRST TR EXCHANGE-TRADED FD | $485,846 | 0.3% | +0% | — |
| 74 |  $UNH | UNITEDHEALTH GROUP INC | $465,771 | 0.3% | +1% | 66.8 |
| 75 |  $JPM | JPMORGAN CHASE & CO | $462,100 | 0.3% | +6% | 35.6 |
| 76 |  $MRK | Merck & Co., Inc. | $458,425 | 0.3% | +0% | 70.9 |
| 77 | — | AMERICAN CENTY ETF TR | $458,187 | 0.3% | -3% | — |
| 78 |  $AMGN | AMGEN INC | $451,424 | 0.3% | +0% | 79.5 |
| 79 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $445,845 | 0.3% | +0% | — |
| 80 |  $NEE | NEXTERA ENERGY INC | $442,715 | 0.3% | +1% | 71.7 |
| 81 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $437,067 | 0.3% | +0% | 63.7 |
| 82 | — | FIRST TR EXCH TRADED FD III | $435,689 | 0.3% | -1% | — |
| 83 |  $PG | PROCTER & GAMBLE Co | $432,589 | 0.3% | +2% | 72.9 |
| 84 | — | FIRST TR EXCHANGE TRADED FD | $420,506 | 0.3% | -0% | — |
| 85 | — | FIRST TR EXCHANGE-TRADED FD | $415,162 | 0.3% | +0% | — |
| 86 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $388,619 | 0.3% | +0% | 54.6 |
| 87 | — | FIRST TR EXCHANGE-TRADED ALP | $383,661 | 0.3% | +0% | — |
| 88 |  $VMI | VALMONT INDUSTRIES INC | $367,604 | 0.3% | +0% | 60.1 |
| 89 | — | FIRST TR EXCHANGE-TRADED ALP | $356,258 | 0.3% | +2% | — |
| 90 |  $META | Meta Platforms, Inc. | $355,865 | 0.3% | +2% | 80.9 |
| 91 |  $RJF | RAYMOND JAMES FINANCIAL INC | $352,564 | 0.3% | +0% | 63.8 |
| 92 | — | INVESCO EXCHANGE TRADED FD T | $342,760 | 0.2% | +0% | — |
| 93 | — | FIRST TR EXCH TRADED FD III | $335,547 | 0.2% | +0% | — |
| 94 |  $QCOM | QUALCOMM INC/DE | $333,248 | 0.2% | +4% | 81.9 |
| 95 |  $RTX | RTX Corp | $329,859 | 0.2% | +2% | 70 |
| 96 |  $SPY | SPDR S&P 500 ETF TRUST | $329,722 | 0.2% | +6% | — |
| 97 | — | FIRST TR EXCHANGE-TRADED FD | $321,893 | 0.2% | +0% | — |
| 98 | — | J P MORGAN EXCHANGE TRADED F | $320,336 | 0.2% | -0% | — |
| 99 | — | FIRST TR EXCHANGE-TRADED FD | $318,357 | 0.2% | +0% | — |
| 100 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $317,573 | 0.2% | -0% | 60.7 |
| 101 | — | GLOBAL X FDS | $311,290 | 0.2% | +0% | — |
| 102 | — | PACER FDS TR | $304,988 | 0.2% | +0% | — |
| 103 |  $UPS | UNITED PARCEL SERVICE INC | $302,519 | 0.2% | +0% | 58.2 |
| 104 |  $DIS | Walt Disney Co | $294,151 | 0.2% | -5% | 68.9 |
| 105 |  $CVX | CHEVRON CORP | $287,177 | 0.2% | +3% | 54.7 |
| 106 |  $CAG | CONAGRA BRANDS INC. | $283,586 | 0.2% | +0% | 48.2 |
| 107 | — | FIRST TR EXCHANGE-TRADED FD | $281,006 | 0.2% | +0% | — |
| 108 |  $AVT | AVNET INC | $273,839 | 0.2% | -2% | 49.2 |
| 109 |  $AVGO | Broadcom Inc. | $264,941 | 0.2% | +12% | 86.4 |
| 110 |  $LW | Lamb Weston Holdings, Inc. | $263,449 | 0.2% | +0% | 54.2 |
| 111 |  $FPF | First Trust Intermediate Duration Preferred & Income Fund | $260,790 | 0.2% | +0% | — |
| 112 | — | PROSHARES TR | $260,435 | 0.2% | +0% | — |
| 113 | — | J P MORGAN EXCHANGE TRADED F | $259,174 | 0.2% | +0% | — |
| 114 |  $SRE | SEMPRA | $257,501 | 0.2% | +0% | 47.6 |
| 115 | — | AMERICAN CENTY ETF TR | $253,372 | 0.2% | -7% | — |
| 116 |  $DTB | DTE ENERGY CO | $248,683 | 0.2% | +0% | — |
| 117 | — | J P MORGAN EXCHANGE TRADED F | $246,231 | 0.2% | +0% | — |
| 118 | — | NUVEEN S&P 500 DYNAMIC OVERW | $238,561 | 0.2% | NEW | — |
| 119 |  $MDT | Medtronic plc | $236,121 | 0.2% | +3% | — |
| 120 |  $CBRE | CBRE GROUP, INC. | $234,210 | 0.2% | +0% | 62.9 |
| 121 |  $AMD | ADVANCED MICRO DEVICES INC | $232,927 | 0.2% | +4% | 78.8 |
| 122 | — | FIRST TR EXCHANGE-TRADED FD | $232,253 | 0.2% | +0% | — |
| 123 |  $FDUS | FIDUS INVESTMENT Corp | $231,303 | 0.2% | +0% | — |
| 124 | — | FIRST TR EXCHANGE-TRADED FD | $226,953 | 0.2% | -96% | — |
| 125 | — | ISHARES TR | $217,661 | 0.1% | +0% | — |
| 126 | — | VANGUARD SPECIALIZED FUNDS | $216,777 | 0.1% | NEW | — |
| 127 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $213,061 | 0.1% | NEW | 66.7 |
| 128 | — | J P MORGAN EXCHANGE TRADED F | $210,963 | 0.1% | +0% | — |
| 129 | — | FIRST TR EXCHANGE TRADED FD | $209,843 | 0.1% | +65% | — |
| 130 | — | FIRST TR EXCH TRD ALPHDX FD | $208,665 | 0.1% | +0% | — |
| 131 | — | AMERICAN CENTY ETF TR | $208,452 | 0.1% | -81% | — |
| 132 |  $JBL | JABIL INC | $200,734 | 0.1% | NEW | 51.9 |
| 133 | — | FIRST TR EXCHANGE TRADED FD | $200,383 | 0.1% | +1% | — |
| 134 |  $LADR | Ladder Capital Corp | $187,574 | 0.1% | +0% | — |
| 135 |  $PFN | PIMCO Income Strategy Fund II | $121,953 | 0.1% | +0% | — |
| 136 |  $ACRE | Ares Commercial Real Estate Corp | $59,837 | 0.0% | +0% | 18.5 |
New Positions (4)
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