Morey & Quinn Wealth Partners Q2 2026 Portfolio Activity: Strategic Buys and Selective Holdings Adjustments
Morey & Quinn Wealth Partners, Llc's portfolio saw significant activity in Q2 2026 with notable purchases of Intel Corp (INTC), American Century ETF Trust (AVDE), Neos ETF Trust (SPYI) and ProShares TR (NOBL). The firm also adjusted its positions on several top holdings.
As reported by insiderset.com, Morey & Quinn Wealth Partners, Llc managed a substantial portfolio valued at $155,043,640 as of June 2026. This filing reveals significant changes in the firm's investment strategy during Q2.
Strategic Acquisitions
The investor demonstrated notable buying activity this quarter by establishing new positions or significantly increasing existing ones in several key holdings:
- Intel Corp (INTC), a Technology sector stock, saw its entire position added this quarter with a 100.0% increase in shares.
- The ETF holding AMERICAN CENTY ETF TR (AVDE) experienced an impressive 98.09% jump, adding nearly 2410 units to the portfolio.
- NEOS ETF TRUST (SPYI) was added entirely new this quarter with a 100.0% increase in shares, suggesting it may be replacing an older SPY position.
- PROSHARES TR (NOBL) was also added entirely new this quarter with a significant 100.0% increase in shares, indicating diversification into specific tracking.
Holdings Adjustments and Exits
In addition to these strategic additions, the investor made adjustments to several top holdings:
- BRK-B (Berkshire Hathaway INC) experienced a slight reduction of just under 0.5% (-602 shares) from the previous quarter.
- NVIDIA Corporation (NVDA)", despite being in the Technology sector, saw a small decrease of about 0.1% (-359 shares) over the period.
- The investor also reduced its position in several other top holdings including First TR Exchange- Traded FDs like FV and TDIV, JPMorgan ETF JGRO, Union Pacific UNP, and FTCS/FVD.
These adjustments reflect a nuanced approach to portfolio management. While the firm maintained its largest positions in BRK-B, NVDA, AAPL, EPD, FV, TDIV, and others with significant allocations (over 2% each), it strategically moved capital into newer or different ETF structures.
Portfolio Structure Changes
The changes observed this quarter also impacted the overall portfolio structure:
- New sector additions were noted, including a small allocation to "Unknown" category and further diversification into Real Estate via NNN REIT.
- Technology remains a strong sector focus despite minor share reductions in specific stocks like NVDA.
The overall portfolio now includes holdings across various sectors, with the Technology allocation slightly decreasing from previous quarters while Financial Services and Industrials saw marginal adjustments. The investor's total holding count increased to 142 positions this quarter.