StockDriftsStockDriftsTop 50 Wealth Quarterback LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.66% | 58.5K | $44.8M | -8.89%(-5.71K) | $574.17(+34.11%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 6.7% | 281.6K | $22.0M | +12.39%(+31.05K) | $67.72(+14.97%) | 2026-09-30 | |
| SMH | VANECK ETF TRUST | 5.39% | 29.0K | $17.7M | +2.07%(+589) | $364.32(+50.54%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.73% | 21.0K | $15.5M | -7.64%(-1.74K) | $563.05(+27.58%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.57% | 35.2K | $11.7M | +1.37%(+476) | $143.40(+139.15%) | 2026-09-30 | |
| QUAL | ISHARES TR | 3.31% | 48.9K | $10.9M | -35.53%(-26.93K) | $159.15(+41.51%) | 2026-09-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 2.71% | 140.4K | $8.9M | +3.26%(+4.44K) | $49.81(+22.48%) | 2026-09-30 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 2.66% | 120.2K | $8.7M | +8.86%(+9.78K) | $66.61(+6.79%) | 2026-09-30 | |
| XOVR | ENTREPRENEURSHARES SERIES TR | 2.66% | 408.3K | $8.7M | +1.57%(+6.32K) | $18.58(+13.36%) | 2026-09-30 | |
| DVY | ISHARES TR | 2.44% | 52.6K | $8.0M | +5.11%(+2.56K) | $131.01(+20.08%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.30% | +69.80% | +12.66% | +81.52% |
| Top 20 Holdings Unweighted | +19.75% | +71.73% | +12.40% | +79.40% |
Wealth Quarterback LLC reports $328.12M in US-listed equity holdings across 180 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.7%), IAU (6.7%) and SMH (5.4%). The top 20 holdings account for 63.24% of reported assets. Its disclosed equity book has returned +69.80% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealth Quarterback LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1803386). View Wealth Quarterback LLC’s 13F filings on SEC