Morey & Quinn Wealth Partners, LLC
Sector Allocation
- Other39.3%$61.0M
- Technology19.8%$30.8M
- Financials11.9%$18.4M
- Industrials10.7%$16.6M
- Consumer Discretionary4.9%$7.6M
- Consumer Staples3.8%$5.9M
- Energy2.8%$4.3M
- Healthcare2.6%$4.1M
- Real Estate2.4%$3.8M
- Utilities1.2%$1.9M
AUM History
13fpro.ai/research/fund/morey-and-quinn-wealth-partners-llc-2055521
Conviction and streaks
Stable · top 10 = 39.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BRK.B
$11.9MNVDA
$8.7MAAPL
$8.5M- FIRST$7.4M
FTAI
$6.0M- FIRST$4.4M
UNP
$4.1M- FIRST$4.0M
- J$3.6M
- FIRST$3.4M
MSFT
$3.3MAMZN
$2.7MWMT
$2.5M- VANGUARD$2.4M
ALL
$2.3MBRK.A
$2.2MMU
$2.0MEPD
$2.0MDE
$1.9M- FIRST$1.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/morey-and-quinn-wealth-partners-llc-2055521
Morey & Quinn Wealth Partners, LLC 13F holdings — Q2 2026
$155.5M portfolio (+10.6% QoQ) · 143 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
$11.9M
7.7% of stocks
-2%This quarter—Since filed7+ qtrsHeld$8.7M
5.6% of stocks
-0.8%This quarter+9.9%Since filed7+ qtrsHeld$8.5M
5.5% of stocks
+0.1%This quarter+2.1%Since filed7+ qtrsHeld- 4
FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF
$7.4M
4.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $6.0M
3.9% of stocks
-5%This quarter-26.4%Since filed7+ qtrsHeld- 6
FIRST TR EXCHANGE TRADED FD - NASD TECH DIV
$4.4M
2.9% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $4.1M
2.6% of stocks
-2%This quarter-0.8%Since filed7+ qtrsHeld- 8
FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF
$4.0M
2.6% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH
$3.6M
2.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
FIRST TR EXCHANGE-TRADED FD - SHS
$3.4M
2.2% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $11.9M | 7.7% | -2% | — | 7+ qtrs | 73.5#124 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $8.7M | 5.6% | -0.8% | +9.9% | 7+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $8.5M | 5.5% | +0.1% | +2.1% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $7.4M | 4.7% | -2% | — | — | — | — | |
| 5 | $6.0M | 3.9% | -5% | -26.4% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $4.4M | 2.9% | -0.2% | — | — | — | — | |
| 7 | $4.1M | 2.6% | -2% | -0.8% | 7+ qtrs | 70.6#201 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $4.0M | 2.6% | +0.1% | — | — | — | — | |
| 9 | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $3.6M | 2.3% | +5% | — | — | — | — | |
| 10 | FIRST TR EXCHANGE-TRADED FD - SHS | $3.4M | 2.2% | -4% | — | — | — | — |
All holdings — Morey & Quinn Wealth Partners, LLC (Q2 2026)
143 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | MICROSOFT CORP | Technology | $3.3M | 2.1% | 8,720 | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | AMAZON COM INC | Consumer Discretionary | $2.7M | 1.8% | 11K | -0.0% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Walmart Inc. | Consumer Staples | $2.5M | 1.6% | 22K | -4% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $2.4M | 1.6% | 3,506 | +7% | — | — | 13F |
| 15 | ALLSTATE CORP | Financials | $2.3M | 1.5% | 9,802 | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 1.4% | 3 | — | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICRON TECHNOLOGY INC | Technology | $2.0M | 1.3% | 1,731 | +2% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $2.0M | 1.3% | 53K | -10% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | DEERE & CO | Industrials | $1.9M | 1.2% | 2,947 | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $1.8M | 1.2% | 22K | -0.3% | — | — | 13F |
| 21 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $1.7M | 1.1% | 12K | -0.8% | — | — | 13F |
| 22 | Alphabet Inc. | Technology | $1.4M | 0.9% | 3,907 | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH | — | $1.4M | 0.9% | 11K | -3% | — | — | 13F |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETFetf/fund | — | $1.4M | 0.9% | 12K | +0.4% | — | — | 13F |
| 25 | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $1.3M | 0.8% | 3,498 | +0.4% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WELL | WELLTOWER INC. | Real Estate | $1.3M | 0.8% | 5,698 | -19% | |||
| 27 | $SGI | SOMNIGROUP INTERNATIONAL INC. | Consumer Discretionary | $1.3M | 0.8% | 16K | — | |||
| 28 | $CAT | CATERPILLAR INC | Industrials | $1.2M | 0.8% | 1,133 | — | |||
| 29 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.8% | 3,374 | -0.9% | |||
| 30 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | — | $1.2M | 0.8% | 26K | -6% | |||
| 31 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $1.1M | 0.7% | 831 | — | |||
| 32 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.7% | 2,716 | -5% | |||
| 33 | $OKE | ONEOK INC /NEW/ | Energy | $1.1M | 0.7% | 13K | -11% | |||
| 34 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.1M | 0.7% | 1,485 | +6% | |||
| 35 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.1M | 0.7% | 8,660 | -2% | |||
| 36 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $1.1M | 0.7% | 4,030 | — | |||
| 37 | — | FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX | — | $1.1M | 0.7% | 4,900 | +0.3% | |||
| 38 | — | EATON VANCE TAX-MANAGED GLOB - COM | — | $1.0M | 0.7% | 106K | -5% | |||
| 39 | $WCN | Waste Connections, Inc. | Utilities | $1.0M | 0.7% | 6,196 | -2% | |||
| 40 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | — | $1.0M | 0.7% | 27K | -3% | |||
| 41 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.0M | 0.6% | 11K | -3% | |||
| 42 | — | COLUMBIA ETF TR I - RESH ENHNC COR | — | $994K | 0.6% | 23K | +3% | |||
| 43 | — | FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD | — | $981K | 0.6% | 25K | -3% | |||
| 44 | $CVS | CVS HEALTH Corp | Healthcare | $951K | 0.6% | 9,192 | -11% | |||
| 45 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $941K | 0.6% | 2,669 | +0.9% | |||
| 46 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $940K | 0.6% | 6,876 | +1% | |||
| 47 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $908K | 0.6% | 2,454 | +10% | |||
| 48 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $888K | 0.6% | 18K | +0.1% | |||
| 49 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $884K | 0.6% | 945 | -1% | |||
| 50 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | — | $855K | 0.6% | 3,449 | — | |||
| 51 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | — | $839K | 0.5% | 4,067 | -2% | |||
| 52 | $NNN | NNN REIT, INC. | Real Estate | $827K | 0.5% | 18K | -20% | |||
| 53 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $741K | 0.5% | 7,650 | — | |||
| 54 | $ORCL | ORACLE CORP | Technology | $725K | 0.5% | 4,944 | -0.9% | |||
| 55 | $LLY | ELI LILLY & Co | Healthcare | $723K | 0.5% | 603 | -5% | |||
| 56 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $718K | 0.5% | 1,728 | +0.4% | |||
| 57 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | — | $685K | 0.4% | 4,470 | -3% | |||
| 58 | — | EATON VANCE TAX-MANAGED DIVE - COM | — | $668K | 0.4% | 46K | -10% | |||
| 59 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $658K | 0.4% | 4,563 | +0.0% | |||
| 60 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $649K | 0.4% | 13K | -8% | |||
| 61 | $CW | CURTISS WRIGHT CORP | Industrials | $630K | 0.4% | 831 | -5% | |||
| 62 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $601K | 0.4% | 1,035 | -10% | |||
| 63 | $V | VISA INC. | Financials | $589K | 0.4% | 1,717 | — | |||
| 64 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | — | $586K | 0.4% | 14K | +11% | |||
| 65 | $KO | COCA COLA CO | Consumer Staples | $569K | 0.4% | 7,001 | +3% | |||
| 66 | $NREF | NexPoint Real Estate Finance, Inc. | Real Estate | $567K | 0.4% | 37K | -3% | |||
| 67 | $ERC | ALLSPRING MULTI-SECTOR INCOME FUND | Other | $562K | 0.4% | 61K | -4% | |||
| 68 | $JHI | JOHN HANCOCK INVESTORS TRUST | Other | $552K | 0.4% | 41K | — | |||
| 69 | $JPM | JPMORGAN CHASE & CO | Financials | $545K | 0.3% | 1,666 | +6% | |||
| 70 | $VMI | VALMONT INDUSTRIES INC | Industrials | $531K | 0.3% | 920 | — | |||
| 71 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $515K | 0.3% | 1,946 | -6% | |||
| 72 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | — | $507K | 0.3% | 9,010 | -1% | |||
| 73 | $INTC | INTEL CORP | Technology | $506K | 0.3% | 3,627 | New | |||
| 74 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $496K | 0.3% | 12K | +0.3% | |||
| 75 | $MCK | MCKESSON CORP | Consumer Staples | $491K | 0.3% | 650 | -0.6% | |||
| 76 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $491K | 0.3% | 5,668 | — | |||
| 77 | $MRK | Merck & Co., Inc. | Healthcare | $490K | 0.3% | 3,811 | — | |||
| 78 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $482K | 0.3% | 2,489 | — | |||
| 79 | $QCOM | QUALCOMM INC/DE | Technology | $481K | 0.3% | 2,605 | +0.7% | |||
| 80 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $463K | 0.3% | 5,075 | -11% | |||
| 81 | $AMGN | AMGEN INC | Healthcare | $462K | 0.3% | 1,275 | -0.6% | |||
| 82 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $461K | 0.3% | 3,147 | +5% | |||
| 83 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $457K | 0.3% | 3,120 | +12% | |||
| 84 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $452K | 0.3% | 11K | -0.4% | |||
| 85 | $CRM | Salesforce, Inc. | Technology | $450K | 0.3% | 2,874 | -0.0% | |||
| 86 | $PEP | PEPSICO INC | Consumer Staples | $442K | 0.3% | 3,262 | -0.9% | |||
| 87 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $439K | 0.3% | 25K | +0.0% | |||
| 88 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | — | $434K | 0.3% | 4,867 | +98% | |||
| 89 | $NEE | NEXTERA ENERGY INC | Utilities | $432K | 0.3% | 4,919 | +3% | |||
| 90 | $SPY | SPDR S&P 500 ETF TRUST | — | $427K | 0.3% | 572 | +13% | |||
| 91 | — | NORTHERN LTS FD TR II - WEITZ CORE PLUS | — | $421K | 0.3% | 17K | New | |||
| 92 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | — | $414K | 0.3% | 9,244 | -0.2% | |||
| 93 | $T | AT&T INC. | Communication Services | $405K | 0.3% | 20K | -4% | |||
| 94 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $394K | 0.3% | 2,834 | -21% | |||
| 95 | $AVT | AVNET INC | Technology | $390K | 0.3% | 4,389 | -1% | |||
| 96 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $371K | 0.2% | 2,440 | +0.2% | |||
| 97 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $362K | 0.2% | 1,080 | +0.5% | |||
| 98 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | — | $355K | 0.2% | 3,900 | — | |||
| 99 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | — | $352K | 0.2% | 4,769 | — | |||
| 100 | — | FIRST TR EXCHANGE-TRADED FD - CONSUMR DISCRE | — | $348K | 0.2% | 5,028 | — | |||
| 101 | $AVGO | Broadcom Inc. | Technology | $338K | 0.2% | 894 | +4% | |||
| 102 | $META | Meta Platforms, Inc. | Technology | $336K | 0.2% | 596 | -4% | |||
| 103 | $RTX | RTX Corp | Industrials | $335K | 0.2% | 1,766 | +3% | |||
| 104 | — | GLOBAL X FDS - NASDAQ 100 COVER | — | $335K | 0.2% | 18K | — | |||
| 105 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $328K | 0.2% | 6,175 | New | |||
| 106 | — | INVESCO EXCHANGE TRADED FD T - BLOO AN RATI ETF | — | $326K | 0.2% | 3,979 | -15% | |||
| 107 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $319K | 0.2% | 5,190 | +17% | |||
| 108 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | — | $310K | 0.2% | 4,961 | -0.8% | |||
| 109 | — | PACER FDS TR - TRENDPILOT US BD | — | $308K | 0.2% | 16K | — | |||
| 110 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $304K | 0.2% | 2,832 | -8% | |||
| 111 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $300K | 0.2% | 4,155 | -20% | |||
| 112 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $297K | 0.2% | 1,255 | +25% | |||
| 113 | $JBL | JABIL INC | Technology | $291K | 0.2% | 756 | — | |||
| 114 | $DIS | Walt Disney Co | Communication Services | $289K | 0.2% | 3,002 | -2% | |||
| 115 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | — | $277K | 0.2% | 15K | -0.0% | |||
| 116 | $LW | Lamb Weston Holdings, Inc. | Consumer Staples | $269K | 0.2% | 6,234 | — | |||
| 117 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $268K | 0.2% | 5,298 | +3% | |||
| 118 | $FDUS | FIDUS INVESTMENT Corp | Other | $253K | 0.2% | 13K | — | |||
| 119 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $250K | 0.2% | 888 | +1% | |||
| 120 | $CBRE | CBRE GROUP, INC. | Real Estate | $246K | 0.2% | 1,829 | +6% | |||
| 121 | $SRE | SEMPRA | Utilities | $246K | 0.2% | 2,650 | — | |||
| 122 | $CAG | CONAGRA BRANDS INC. | Consumer Staples | $243K | 0.2% | 18K | — | |||
| 123 | $FPF | First Trust Intermediate Duration Preferred & Income Fund | — | $240K | 0.1% | 13K | -11% | |||
| 124 | — | ISHARES TR - MSCI USA MIN ETF | — | $237K | 0.1% | 2,460 | +5% | |||
| 125 | — | FIRST TR EXCHANGE-TRADED FD - MATERIALS ALPH | — | $237K | 0.1% | 2,978 | — | |||
| 126 | $ASML | ASML HOLDING NV | Technology | $235K | 0.1% | 118 | New | |||
| 127 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $235K | 0.1% | 4,154 | +12% | |||
| 128 | — | PROSHARES TR - S&P 500 DV ARIST | — | $230K | 0.1% | 4,095 | +67% | |||
| 129 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | — | $226K | 0.1% | 5,247 | +3% | |||
| 130 | $CVX | CHEVRON CORP | Energy | $226K | 0.1% | 1,365 | -2% | |||
| 131 | $MDT | Medtronic plc | Healthcare | $225K | 0.1% | 2,882 | +6% | |||
| 132 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT | — | $220K | 0.1% | 8,160 | -2% | |||
| 133 | — | AMERICAN CENTY ETF TR - DIVERSIFID CRP | — | $219K | 0.1% | 4,680 | -14% | |||
| 134 | — | FIRST TR EXCH TRD ALPHDX FD - EUROPE ALPHADEX | — | $218K | 0.1% | 3,821 | — | |||
| 135 | $DTB | DTE ENERGY CO | Utilities | $218K | 0.1% | 1,429 | -16% | |||
| 136 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $214K | 0.1% | 6,781 | -3% | |||
| 137 | $WTFC | WINTRUST FINANCIAL CORP | Financials | $211K | 0.1% | 1,314 | New | |||
| 138 | $STWD | STARWOOD PROPERTY TRUST, INC. | Real Estate | $208K | 0.1% | 13K | -44% | |||
| 139 | $MS | MORGAN STANLEY | Financials | $208K | 0.1% | 993 | New | |||
| 140 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | — | $203K | 0.1% | 713 | New | |||
| 141 | $LADR | Ladder Capital Corp | Real Estate | $191K | 0.1% | 19K | — | |||
| 142 | $PFN | PIMCO Income Strategy Fund II | Other | $126K | 0.1% | 18K | — | |||
| 143 | $ACRE | Ares Commercial Real Estate Corp | Real Estate | $51K | 0.0% | 11K | -10% |
What changed in Q2 2026
Against the previous quarter's 13F: 7 new, 41 added to, 68 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (7)
$INTCINTEL CORP$506K
first bought this quarter
- NORTHERN LTS FD TR II - WEITZ CORE PLUS$421K
first bought this quarter
- NEOS ETF TRUST - NEOS S&P 500 HI$328K
first bought this quarter
$ASMLASML HOLDING NV$235K
first bought this quarter
$WTFCWINTRUST FINANCIAL CORP$211K
first bought this quarter
$MSMORGAN STANLEY$208K
first bought this quarter
+1 more in the Excel export
Added to (41)
- AMERICAN CENTY ETF TR - INTL EQT ETF+98%
now $434K
- VANGUARD INDEX FDS - S&P 500 ETF SHS+7%
now $2.4M
- J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH+5%
now $3.6M
- PROSHARES TR - S&P 500 DV ARIST+67%
now $230K
- VANGUARD INDEX FDS - TOTAL STK MKT+10%
now $908K
$QQQINVESCO QQQ TRUST, SERIES 1+6%
now $1.1M · held 7+ qtrs, 6 adds in a row
+35 more in the Excel export
Trimmed (68)
now $6.0M · held 7+ qtrs
now $11.9M · held 7+ qtrs
$WELLWELLTOWER INC.-19%
now $1.3M · held 7+ qtrs
now $2.0M · held 7+ qtrs
$NNNNNN REIT, INC.-20%
now $827K · held 7+ qtrs
- FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF-2%
now $7.4M
+62 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F Morey & Quinn Wealth Partners, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Morey & Quinn Wealth Partners?
Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Morey & Quinn Wealth Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+2.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 6% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Morey & Quinn Wealth Partners, LLC disclosed 143 positions worth $155.5M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 7.7% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 7 new positions and exited 0 — including a new stake in $INTC. The portfolio is most concentrated in Other (39.3% 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.
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