§ 13F · FUND PROFILE
Morey & Quinn Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $136M (13F)Positions · 131Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12M | 8.3% | +1% |
| 2 | NVDA | NVIDIA CORPORATION | 44K | $8M | 5.4% | +1% |
| 3 | AAPL | APPLE INC | 29K | $7M | 5.3% | +1% |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 80K | $7M | 5.3% | −1% |
| 5 | FTAI | FTAI AVIATION LTD | 24K | $6M | 4.1% | −1% |
| 6 | UNP | UNION PAC CORP | 15K | $4M | 2.6% | +9% |
| 7 | TDIV | FIRST TR EXCHANGE TRADED FD | 39K | $4M | 2.6% | +3% |
| 8 | FVD | FIRST TR EXCHANGE-TRADED FD | 73K | $3M | 2.4% | −2% |
| 9 | MSFT | MICROSOFT CORP | 9K | $3M | 2.4% | +6% |
| 10 | FV | FIRST TR EXCHANGE TRADED FD | 53K | $3M | 2.3% | ±0% |
§ 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 $136 million in assets. The fund runs a portfolio of 131 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed