§ 13F · FUND PROFILE
Morey & Quinn Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.0T (13F)Positions · 129Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$235.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12.2T | 8.8% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 43K | $8.1T | 5.8% | ±0% |
| 3 | AAPL | APPLE INC | 29K | $7.9T | 5.7% | ±0% |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | 81K | $7.5T | 5.4% | −2% |
| 5 | FTAI | FTAI AVIATION LTD | 24K | $4.7T | 3.3% | −2% |
| 6 | MSFT | MICROSOFT CORP | 9K | $4.1T | 3.0% | ±0% |
| 7 | TDIV | FIRST TR EXCHANGE TRADED FD | 38K | $3.7T | 2.6% | +5% |
| 8 | FVD | FIRST TR EXCHANGE-TRADED FD | 74K | $3.4T | 2.5% | −6% |
| 9 | FV | FIRST TR EXCHANGE TRADED FD | 53K | $3.3T | 2.4% | ±0% |
| 10 | UNP | UNION PAC CORP | 14K | $3.3T | 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 $124997.0 trillion in assets. The fund runs a portfolio of 129 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed