§ 13F · FUND PROFILE
Morey & Quinn Wealth Partners, LLC.
AUM · $155M (13F)Positions · 143Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12M | 7.7% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 43K | $9M | 5.6% | −1% |
| 3 | AAPL | APPLE INC | 29K | $9M | 5.5% | ±0% |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 78K | $7M | 4.7% | −2% |
| 5 | FTAI | FTAI AVIATION LTD | 22K | $6M | 3.9% | −5% |
| 6 | TDIV | FIRST TR EXCHANGE TRADED FD | 39K | $4M | 2.9% | ±0% |
| 7 | UNP | UNION PAC CORP | 15K | $4M | 2.6% | −2% |
| 8 | FV | FIRST TR EXCHANGE TRADED FD | 53K | $4M | 2.6% | ±0% |
| 9 | JGRO | J P MORGAN EXCHANGE TRADED F | 36K | $4M | 2.3% | +5% |
| 10 | FVD | FIRST TR EXCHANGE-TRADED FD | 70K | $3M | 2.2% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOREY SIGNAL
AC read
Morey & Quinn Wealth Partners, LLC is a Other fund managing $155 million in assets. The fund runs a portfolio of 143 positions.
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