Morey & Quinn Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Morey & Quinn Wealth Partners, Llc disclosed 142 stock positions valued at approximately $155.46M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, NVIDIA CORPORATION, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 142
- Portfolio Value
- $155.46M
Holdings by Sector
Morey & Quinn Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 7.67% | 23,839 | -602 | -2.46% | $11,928,797 |
| NVIDIA CORPORATION | NVDA | Technology | 5.58% | 43,380 | -359 | -0.82% | $8,679,919 |
| APPLE INC | AAPL | Technology | 5.49% | 29,488 | +27 | +0.09% | $8,532,562 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 4.74% | 78,413 | -1,813 | -2.26% | $7,364,527 |
| FTAI AVIATION LTD | FTAI | Other | 3.88% | 22,295 | -1,278 | -5.42% | $6,031,466 |
| FIRST TR EXCHANGE TRADED FD | TDIV | Other | 2.86% | 38,715 | -80 | -0.21% | $4,447,621 |
| UNION PAC CORP | UNP | Industrials | 2.63% | 15,025 | -317 | -2.07% | $4,086,825 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 2.58% | 52,856 | +38 | +0.07% | $4,010,745 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 2.29% | 36,074 | +1,677 | +4.88% | $3,556,536 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 2.16% | 69,542 | -3,070 | -4.23% | $3,350,539 |
| MICROSOFT CORP | MSFT | Technology | 2.09% | 8,720 | -251 | -2.80% | $3,252,881 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.75% | 11,390 | -4 | -0.04% | $2,714,693 |
| WALMART INC | WMT | Consumer Defensive | 1.61% | 22,037 | -870 | -3.80% | $2,495,911 |
| VANGUARD INDEX FDS | VOO | Other | 1.55% | 3,506 | +243 | +7.45% | $2,407,930 |
| ALLSTATE CORP | ALL | Financial Services | 1.50% | 9,802 | -262 | -2.60% | $2,332,349 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.45% | 3 | - | - | $2,246,550 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.29% | 1,731 | +28 | +1.64% | $1,998,076 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 1.26% | 53,482 | -6,256 | -10.47% | $1,965,993 |
| DEERE & CO | DE | Industrials | 1.20% | 2,947 | -62 | -2.06% | $1,869,371 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 1.16% | 22,206 | -74 | -0.33% | $1,799,987 |
| FIRST TR EXCHANGE-TRADED ALP | FEX | Other | 1.07% | 11,907 | -100 | -0.83% | $1,665,490 |
| ALPHABET INC | GOOG | Communication Services | 0.89% | 3,907 | -73 | -1.83% | $1,380,460 |
| FIRST TR EXCHANGE-TRADED FD | FXH | Other | 0.87% | 11,104 | -354 | -3.09% | $1,359,125 |
| FIRST TR EXCHANGE-TRADED FD | FIW | Other | 0.87% | 12,352 | +44 | +0.36% | $1,352,821 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.83% | 3,498 | +13 | +0.37% | $1,296,392 |
| WELLTOWER INC | WELL | Real Estate | 0.83% | 5,698 | -1,300 | -18.58% | $1,293,275 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 0.82% | 16,252 | - | - | $1,274,174 |
| CATERPILLAR INC | CAT | Industrials | 0.78% | 1,133 | - | - | $1,206,532 |
| ALPHABET INC | GOOGL | Communication Services | 0.78% | 3,374 | -30 | -0.88% | $1,205,766 |
| AMPLIFY ETF TR | DIVO | Other | 0.77% | 26,054 | -1,570 | -5.68% | $1,190,667 |
Showing 30 of 142 holdings in the latest reporting period.