Morey & Quinn Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Morey & Quinn Wealth Partners, Llc disclosed 139 stock positions valued at approximately $153.37M as of quarter-end September 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 139
- Portfolio Value
- $153.37M
Holdings by Sector
Morey & Quinn Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 7.68% | 23,653 | -186 | -0.78% | $11,778,011 |
| NVIDIA CORPORATION | NVDA | Technology | 6.48% | 43,517 | +137 | +0.32% | $9,938,429 |
| APPLE INC | AAPL | Technology | 6.41% | 29,537 | +49 | +0.17% | $9,836,320 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 4.77% | 77,907 | -506 | -0.65% | $7,311,560 |
| MICROSOFT CORP | MSFT | Technology | 2.94% | 8,805 | +85 | +0.97% | $4,516,320 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 2.86% | 38,838 | +123 | +0.32% | $4,381,723 |
| UNION PAC CORP | UNP | Industrials | 2.66% | 15,000 | -25 | -0.17% | $4,081,975 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 2.57% | 53,784 | +928 | +1.76% | $3,947,508 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 2.32% | 36,857 | +783 | +2.17% | $3,559,649 |
| VANGUARD INDEX FDS | VOO | Other | 2.30% | 5,041 | +1,535 | +43.78% | $3,533,171 |
| FTAI AVIATION LTD | FTAI | Industrials | 2.20% | 20,215 | -2,080 | -9.33% | $3,376,511 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 2.11% | 68,826 | -716 | -1.03% | $3,228,631 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.81% | 11,160 | -230 | -2.02% | $2,780,514 |
| WALMART INC | WMT | Consumer Defensive | 1.51% | 22,267 | +230 | +1.04% | $2,313,987 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.46% | 3 | - | - | $2,241,015 |
| ALLSTATE CORP | ALL | Financial Services | 1.40% | 9,700 | -102 | -1.04% | $2,152,099 |
| DEERE & CO | DE | Industrials | 1.24% | 2,841 | -106 | -3.60% | $1,907,874 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.24% | 53,282 | -200 | -0.37% | $1,897,367 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.20% | 1,733 | +2 | +0.12% | $1,845,836 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.14% | 22,332 | +126 | +0.57% | $1,748,390 |
| FIRST TR EXCHANGE-TRADED ALP | FEX | Other | 1.01% | 11,657 | -250 | -2.10% | $1,545,818 |
| FIRST TR EXCHANGE-TRADED FD | FXH | Other | 0.97% | 11,435 | +331 | +2.98% | $1,495,022 |
| INVESCO QQQ TR | QQQ | Other | 0.89% | 1,835 | +350 | +23.57% | $1,357,384 |
| ALPHABET INC | GOOG | Communication Services | 0.88% | 3,939 | +32 | +0.82% | $1,342,175 |
| WELLTOWER INC | WELL | Real Estate | 0.86% | 5,698 | - | - | $1,311,908 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.84% | 12,461 | +109 | +0.88% | $1,293,151 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.81% | 3,498 | - | - | $1,244,199 |
| AMPLIFY ETF TR | DIVO | Other | 0.78% | 25,800 | -254 | -0.97% | $1,199,442 |
| VANGUARD INDEX FDS | VTI | Other | 0.78% | 3,199 | +745 | +30.36% | $1,197,336 |
| ALPHABET INC | GOOGL | Communication Services | 0.76% | 3,407 | +33 | +0.98% | $1,172,281 |
Showing 30 of 139 holdings in the latest reporting period.