§ 13F · FUND PROFILE
Wealth Quarterback LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $211M (13F)Positions · 138Turnover · — · Q1Filed · Apr 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10M 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 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 57K | $37M | 14.5% | −32% |
| 2 | IAU | ISHARES GOLD TR | 181K | $16M | 6.3% | −10% |
| 3 | QUAL | ISHARES TR | 71K | $14M | 5.3% | +1% |
| 4 | QQQ | INVESCO QQQ TR | 18K | $10M | 4.0% | −54% |
| 5 | AAPL | APPLE INC | 37K | $9M | 3.7% | −5% |
| 6 | DVY | ISHARES TR | 43K | $7M | 2.6% | −8% |
| 7 | SMH | VANECK ETF TRUST | 16K | $6M | 2.4% | −18% |
| 8 | XOVR | ENTREPRENEURSHARES SERIES TR | 364K | $6M | 2.4% | NEW |
| 9 | FBCG | FIDELITY COVINGTON TRUST | 122K | $6M | 2.4% | +8% |
| 10 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 104K | $6M | 2.4% | +793% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Quarterback LLC is a Other fund managing $211 million in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 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