Morey & Quinn Wealth Partners, LLC
13F Reported Value
ⓘ$155.5M
Holdings
143
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Stable
$BRK-A
$NVDA
$AAPL
$FTAI
$QQQSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$11.9M23,839 sh - 85.9#5
Quality
$8.7M43,380 sh - 76.4#84
Quality
$8.5M29,488 sh FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF
—Quality
$7.4M78,413 sh- —
Quality
$6.0M22,295 sh FIRST TR EXCHANGE TRADED FD - NASD TECH DIV
—Quality
$4.4M38,715 sh- 69.7
Quality
$4.1M15,025 sh FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF
—Quality
$4.0M52,856 shJ P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH
—Quality
$3.6M36,074 shFIRST TR EXCHANGE-TRADED FD - SHS
—Quality
$3.4M69,542 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $11.9M | 23,839 |
| NVIDIA CORP$NVDA | 85.9#5 | $8.7M | 43,380 |
| Apple Inc.$AAPL | 76.4#84 | $8.5M | 29,488 |
| FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | — | $7.4M | 78,413 |
| FTAI Aviation Ltd.$FTAI | — | $6.0M | 22,295 |
| FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | — | $4.4M | 38,715 |
 UNION PACIFIC CORP$UNP | 69.7 | $4.1M | 15,025 |
| FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | — | $4.0M | 52,856 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $3.6M | 36,074 |
| FIRST TR EXCHANGE-TRADED FD - SHS | — | $3.4M | 69,542 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Morey & Quinn Wealth Partners, LLC's 143 positions.
Showing top 10 of 143 holdings.
Sector Allocation
Other
$61.0M
Technology
$30.3M
Financials
$18.4M
Industrials
$18.2M
Consumer Discretionary
$9.8M
Energy
$4.3M
Healthcare
$4.1M
Real Estate
$3.8M
Full Holdings — Morey & Quinn Wealth Partners, LLC (Q2 2026)
All 143 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 | $11.9M | 7.7% | -2% | 73.8 |
| 2 | $NVDA | NVIDIA CORP | $8.7M | 5.6% | -1% | 85.9 |
| 3 | $AAPL | Apple Inc. | $8.5M | 5.5% | +0% | 76.4 |
| 4 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $7.4M | 4.7% | -2% | — |
| 5 | $FTAI | FTAI Aviation Ltd. | $6.0M | 3.9% | -5% | — |
| 6 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $4.4M | 2.9% | -0% | — |
| 7 | $UNP | UNION PACIFIC CORP | $4.1M | 2.6% | -2% | 69.7 |
| 8 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $4.0M | 2.6% | +0% | — |
| 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% | — |
| 11 |  $MSFT | MICROSOFT CORP | $3.3M | 2.1% | -3% | 79.8 |
| 12 |  $AMZN | AMAZON COM INC | $2.7M | 1.8% | -0% | 68.7 |
| 13 |  $WMT | Walmart Inc. | $2.5M | 1.6% | -4% | 60.2 |
| 14 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.4M | 1.6% | +7% | — |
| 15 |  $ALL | ALLSTATE CORP | $2.3M | 1.5% | -3% | 78.5 |
| 16 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 1.4% | +0% | 73.8 |
| 17 |  $MU | MICRON TECHNOLOGY INC | $2.0M | 1.3% | +2% | 86.2 |
| 18 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $2.0M | 1.3% | -10% | 61.4 |
| 19 |  $DE | DEERE & CO | $1.9M | 1.2% | -2% | 55.4 |
| 20 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.8M | 1.2% | -0% | — |
| 21 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $1.7M | 1.1% | -1% | — |
| 22 |  $GOOGL | Alphabet Inc. | $1.4M | 0.9% | -2% | 78.2 |
| 23 | — | FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH | $1.4M | 0.9% | -3% | — |
| 24 | — | FIRST TR EXCHANGE-TRADED FD - WTR ETF | $1.4M | 0.9% | +0% | — |
| 25 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $1.3M | 0.8% | +0% | 61.7 |
| 26 |  $WELL | WELLTOWER INC. | $1.3M | 0.8% | -19% | 59.8 |
| 27 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $1.3M | 0.8% | +0% | 71.6 |
| 28 |  $CAT | CATERPILLAR INC | $1.2M | 0.8% | +0% | 66.5 |
| 29 |  $GOOG | Alphabet Inc. | $1.2M | 0.8% | -1% | 78.2 |
| 30 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $1.2M | 0.8% | -6% | — |
| 31 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $1.1M | 0.7% | +0% | 73.3 |
| 32 |  $TSLA | Tesla, Inc. | $1.1M | 0.7% | -5% | 53.9 |
| 33 |  $OKE | ONEOK INC /NEW/ | $1.1M | 0.7% | -11% | 71.7 |
| 34 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.1M | 0.7% | +6% | — |
| 35 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.1M | 0.7% | -2% | — |
| 36 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $1.1M | 0.7% | +0% | 60.1 |
| 37 | — | FIRST TR EXCHANGE-TRADED FD - TECH ALPHADEX | $1.1M | 0.7% | +0% | — |
| 38 | — | EATON VANCE TAX-MANAGED GLOB - COM | $1.0M | 0.7% | -5% | — |
| 39 |  $WCN | Waste Connections, Inc. | $1.0M | 0.7% | -2% | 68.2 |
| 40 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | $1.0M | 0.7% | -3% | — |
| 41 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $1.0M | 0.6% | -3% | — |
| 42 | — | COLUMBIA ETF TR I - RESH ENHNC COR | $994,492 | 0.6% | +3% | — |
| 43 | — | FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD | $980,536 | 0.6% | -3% | — |
| 44 |  $CVS | CVS HEALTH Corp | $950,923 | 0.6% | -11% | 59.4 |
| 45 |  $HD | HOME DEPOT, INC. | $941,303 | 0.6% | +1% | 60.3 |
| 46 |  $XOM.R34088 | EXXON MOBIL CORP | $940,087 | 0.6% | +1% | 57.9 |
| 47 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $908,184 | 0.6% | +10% | — |
| 48 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $888,125 | 0.6% | +0% | — |
| 49 |  $COST | COSTCO WHOLESALE CORP /NEW | $884,019 | 0.6% | -1% | 66.2 |
| 50 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $854,872 | 0.6% | +0% | — |
| 51 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | $838,536 | 0.5% | -2% | — |
| 52 |  $NNN | NNN REIT, INC. | $827,331 | 0.5% | -20% | 63.1 |
| 53 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $740,509 | 0.5% | +0% | — |
| 54 |  $ORCL | ORACLE CORP | $724,543 | 0.5% | -1% | 66.2 |
| 55 |  $LLY | ELI LILLY & Co | $723,256 | 0.5% | -5% | 87.5 |
| 56 |  $UNH | UNITEDHEALTH GROUP INC | $718,341 | 0.5% | +0% | 62.7 |
| 57 | — | FIRST TR EXCHANGE-TRADED FD - INDXX NEXTG ETF | $685,494 | 0.4% | -3% | — |
| 58 | — | EATON VANCE TAX-MANAGED DIVE - COM | $667,764 | 0.4% | -10% | — |
| 59 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $658,376 | 0.4% | +0% | — |
| 60 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $649,189 | 0.4% | -8% | — |
| 61 |  $CW | CURTISS WRIGHT CORP | $629,699 | 0.4% | -5% | 69.5 |
| 62 |  $AMD | ADVANCED MICRO DEVICES INC | $601,242 | 0.4% | -10% | 79.8 |
| 63 |  $V | VISA INC. | $589,086 | 0.4% | +0% | 82.9 |
| 64 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $586,117 | 0.4% | +11% | — |
| 65 |  $KO | COCA COLA CO | $568,971 | 0.4% | +3% | 69.5 |
| 66 |  $NREF | NexPoint Real Estate Finance, Inc. | $566,712 | 0.4% | -3% | — |
| 67 |  $ERC | ALLSPRING MULTI-SECTOR INCOME FUND | $562,096 | 0.4% | -4% | — |
| 68 |  $JHI | JOHN HANCOCK INVESTORS TRUST | $552,469 | 0.4% | +0% | — |
| 69 |  $JPM | JPMORGAN CHASE & CO | $545,303 | 0.3% | +6% | 70.7 |
| 70 |  $VMI | VALMONT INDUSTRIES INC | $531,392 | 0.3% | +0% | 60.7 |
| 71 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | $515,145 | 0.3% | -6% | — |
| 72 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | $506,887 | 0.3% | -1% | — |
| 73 |  $INTC | INTEL CORP | $506,465 | 0.3% | NEW | 45.6 |
| 74 |  $BSX | BOSTON SCIENTIFIC CORP | $496,155 | 0.3% | +0% | 77.5 |
| 75 |  $MCK | MCKESSON CORP | $491,140 | 0.3% | -1% | 63.4 |
| 76 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $491,132 | 0.3% | +0% | 69.7 |
| 77 |  $MRK | Merck & Co., Inc. | $489,714 | 0.3% | +0% | 59.9 |
| 78 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $482,294 | 0.3% | +0% | — |
| 79 |  $QCOM | QUALCOMM INC/DE | $481,328 | 0.3% | +1% | 70.5 |
| 80 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $462,891 | 0.3% | -11% | — |
| 81 |  $AMGN | AMGEN INC | $461,703 | 0.3% | -1% | 79.2 |
| 82 |  $PG | PROCTER & GAMBLE Co | $461,467 | 0.3% | +5% | 64.6 |
| 83 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $456,601 | 0.3% | +12% | — |
| 84 |  $VZ | VERIZON COMMUNICATIONS INC | $452,341 | 0.3% | -0% | 65.8 |
| 85 |  $CRM | Salesforce, Inc. | $450,260 | 0.3% | -0% | 77 |
| 86 |  $PEP | PEPSICO INC | $441,675 | 0.3% | -1% | 63.4 |
| 87 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $439,038 | 0.3% | +0% | — |
| 88 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $434,136 | 0.3% | +98% | — |
| 89 |  $NEE | NEXTERA ENERGY INC | $431,717 | 0.3% | +3% | 64.6 |
| 90 |  $SPY | SPDR S&P 500 ETF TRUST | $427,152 | 0.3% | +13% | — |
| 91 | — | NORTHERN LTS FD TR II - WEITZ CORE PLUS | $421,292 | 0.3% | NEW | — |
| 92 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $413,669 | 0.3% | -0% | — |
| 93 |  $T | AT&T INC. | $404,663 | 0.3% | -4% | 65.7 |
| 94 |  $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | $393,756 | 0.3% | -21% | 61.2 |
| 95 |  $AVT | AVNET INC | $389,831 | 0.3% | -1% | 48.5 |
| 96 |  $RJF | RAYMOND JAMES FINANCIAL INC | $370,953 | 0.2% | +0% | 66.3 |
| 97 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $361,581 | 0.2% | +0% | — |
| 98 | — | FIRST TR EXCHANGE-TRADED FD - INDLS PROD DUR | $355,368 | 0.2% | +0% | — |
| 99 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $351,952 | 0.2% | +0% | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD - CONSUMR DISCRE | $347,771 | 0.2% | +0% | — |
| 101 |  $AVGO | Broadcom Inc. | $337,709 | 0.2% | +4% | 84.5 |
| 102 |  $META | Meta Platforms, Inc. | $335,721 | 0.2% | -4% | 79.6 |
| 103 |  $RTX | RTX Corp | $335,063 | 0.2% | +3% | 73.2 |
| 104 | — | GLOBAL X FDS - NASDAQ 100 COVER | $334,523 | 0.2% | +0% | — |
| 105 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $327,831 | 0.2% | NEW | — |
| 106 | — | INVESCO EXCHANGE TRADED FD T - BLOO AN RATI ETF | $326,013 | 0.2% | -15% | — |
| 107 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $318,977 | 0.2% | +17% | — |
| 108 | — | FIRST TR EXCHANGE-TRADED FD - FINLS ALPHADEX | $309,864 | 0.2% | -1% | — |
| 109 | — | PACER FDS TR - TRENDPILOT US BD | $308,041 | 0.2% | +0% | — |
| 110 |  $UPS | UNITED PARCEL SERVICE INC | $304,440 | 0.2% | -8% | 58.6 |
| 111 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $300,323 | 0.2% | -20% | — |
| 112 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $296,858 | 0.2% | +25% | — |
| 113 |  $JBL | JABIL INC | $291,303 | 0.2% | +0% | 57.4 |
| 114 |  $DIS | Walt Disney Co | $288,942 | 0.2% | -2% | 60.1 |
| 115 | — | NUVEEN S&P 500 DYNAMIC OVERW - COM | $276,655 | 0.2% | -0% | — |
| 116 |  $LW | Lamb Weston Holdings, Inc. | $269,184 | 0.2% | +0% | 51.7 |
| 117 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $267,920 | 0.2% | +3% | — |
| 118 |  $FDUS | FIDUS INVESTMENT Corp | $253,211 | 0.2% | +0% | — |
| 119 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $249,714 | 0.2% | +1% | 70 |
| 120 |  $CBRE | CBRE GROUP, INC. | $246,348 | 0.2% | +6% | 62.3 |
| 121 |  $SRE | SEMPRA | $245,682 | 0.2% | +0% | 41.9 |
| 122 |  $CAG | CONAGRA BRANDS INC. | $242,816 | 0.2% | +0% | 38.9 |
| 123 |  $FPF | First Trust Intermediate Duration Preferred & Income Fund | $239,706 | 0.1% | -11% | — |
| 124 | — | ISHARES TR - MSCI USA MIN ETF | $237,292 | 0.1% | +5% | — |
| 125 | — | FIRST TR EXCHANGE-TRADED FD - MATERIALS ALPH | $236,572 | 0.1% | +0% | — |
| 126 |  $ASML | ASML HOLDING NV | $234,754 | 0.1% | NEW | — |
| 127 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $234,618 | 0.1% | +12% | — |
| 128 | — | PROSHARES TR - S&P 500 DV ARIST | $229,993 | 0.1% | +67% | — |
| 129 | — | FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF | $226,356 | 0.1% | +3% | — |
| 130 |  $CVX | CHEVRON CORP | $226,262 | 0.1% | -2% | 62.8 |
| 131 |  $MDT | Medtronic plc | $225,459 | 0.1% | +6% | 68.7 |
| 132 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRIGHT | $219,782 | 0.1% | -2% | — |
| 133 | — | AMERICAN CENTY ETF TR - DIVERSIFID CRP | $219,258 | 0.1% | -14% | — |
| 134 | — | FIRST TR EXCH TRD ALPHDX FD - EUROPE ALPHADEX | $217,988 | 0.1% | +0% | — |
| 135 |  $DTB | DTE ENERGY CO | $217,763 | 0.1% | -16% | 68.9 |
| 136 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $214,337 | 0.1% | -3% | 55.2 |
| 137 |  $WTFC | WINTRUST FINANCIAL CORP | $211,186 | 0.1% | NEW | 60.3 |
| 138 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $208,074 | 0.1% | -44% | 68.4 |
| 139 |  $MS | MORGAN STANLEY | $207,634 | 0.1% | NEW | 75.8 |
| 140 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | $203,169 | 0.1% | NEW | — |
| 141 |  $LADR | Ladder Capital Corp | $191,030 | 0.1% | +0% | 54.8 |
| 142 |  $PFN | PIMCO Income Strategy Fund II | $126,201 | 0.1% | +0% | — |
| 143 |  $ACRE | Ares Commercial Real Estate Corp | $50,697 | 0.0% | -10% | 34.7 |
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