StockDriftsStockDriftsTop 50 Morey & Quinn Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7.67% | 23.8K | $11.9M | -2.46%(-602) | $457.79(+14.32%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.58% | 43.4K | $8.7M | -0.82%(-359) | $128.29(+71.84%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.49% | 29.5K | $8.5M | +0.09%(+27) | $232.81(+31.72%) | 2026-06-30 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 4.74% | 78.4K | $7.4M | -2.26%(-1.81K) | $89.31(+12.81%) | 2026-06-30 | |
| FTAI | FTAI AVIATION LTD | 3.88% | 22.3K | $6.0M | -5.42%(-1.28K) | $138.47(+58.32%) | 2026-06-30 | |
| TDIV | FIRST TR EXCHANGE TRADED FD | 2.86% | 38.7K | $4.4M | -0.21%(-80) | $81.01(+44.14%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 2.63% | 15.0K | $4.1M | -2.07%(-317) | $237.19(+23.57%) | 2026-06-30 | |
| FV | FIRST TR EXCHANGE TRADED FD | 2.58% | 52.9K | $4.0M | +0.07%(+38) | $58.69(+24.47%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 2.29% | 36.1K | $3.6M | +4.88%(+1.68K) | $83.90(+14.00%) | 2026-06-30 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 2.16% | 69.5K | $3.4M | -4.23%(-3.07K) | $44.56(+13.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.11% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.82% |
Morey & Quinn Wealth Partners, LLC reports $155.46M in US-listed equity holdings across 143 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (7.7%), NVDA (5.6%) and AAPL (5.5%). The top 20 holdings account for 54.74% of reported assets. Its disclosed equity book has returned +19.11% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Morey & Quinn Wealth Partners, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Morey & Quinn Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055521). View Morey & Quinn Wealth Partners, LLC’s 13F filings on SEC