§ 13F · FUND PROFILE
Wealth Quarterback LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $211.0T (13F)Positions · 138Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$277.7T 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 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 83K | $56.9T | 20.5% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 39K | $23.7T | 8.5% | NEW |
| 3 | IAU | ISHARES GOLD TR | 201K | $16.3T | 5.9% | NEW |
| 4 | QUAL | ISHARES TR | 70K | $14.0T | 5.0% | NEW |
| 5 | AAPL | APPLE INC | 39K | $10.6T | 3.8% | NEW |
| 6 | SMH | VANECK ETF TRUST | 20K | $7.1T | 2.6% | NEW |
| 7 | DVY | ISHARES TR | 47K | $6.7T | 2.4% | NEW |
| 8 | FBCG | FIDELITY COVINGTON TRUST | 113K | $6.2T | 2.2% | NEW |
| 9 | DYNF | BLACKROCK ETF TRUST | 94K | $5.7T | 2.1% | NEW |
| 10 | MSFT | MICROSOFT CORP | 10K | $4.8T | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTH SIGNAL
AC read
Wealth Quarterback LLC is a Other fund managing $210951.8 trillion in assets. The fund runs a portfolio of 138 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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