StockDriftsStockDriftsTop 50 Wealth Quarterback LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.87% | 64.2K | $48.1M | +13.60%(+7.69K) | $574.17(+35.66%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 5.85% | 250.6K | $18.9M | +38.14%(+69.18K) | $66.59(+24.63%) | 2026-06-30 | |
| SMH | VANECK ETF TRUST | 5.76% | 28.4K | $18.7M | +75.44%(+12.23K) | $358.77(+63.84%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.17% | 22.7K | $16.7M | +27.59%(+4.91K) | $563.05(+30.10%) | 2026-06-30 | |
| QUAL | ISHARES TR | 5.14% | 75.8K | $16.6M | +7.03%(+4.98K) | $159.15(+41.39%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.1% | 34.7K | $10.0M | -6.26%(-2.31K) | $141.09(+116.44%) | 2026-06-30 | |
| XOVR | ENTREPRENEURSHARES SERIES TR | 2.61% | 402.0K | $8.5M | +10.45%(+38.04K) | $18.54(+10.76%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 2.61% | 136.0K | $8.4M | +11.09%(+13.58K) | $49.39(+27.81%) | 2026-06-30 | |
| DVY | ISHARES TR | 2.42% | 50.0K | $7.8M | +15.15%(+6.58K) | $129.82(+26.82%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.28% | 108.7K | $7.4M | +12.54%(+12.11K) | $52.58(+33.45%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.12% | +60.67% | +13.45% | +87.92% |
| Top 20 Holdings Unweighted | +17.20% | +60.98% | +12.78% | +82.47% |
Wealth Quarterback LLC reports $323.84M in US-listed equity holdings across 171 positions in its most recent 13F filing. Its largest disclosed positions are IVV (14.9%), IAU (5.8%) and SMH (5.8%). The top 20 holdings account for 63.45% of reported assets. Its disclosed equity book has returned +60.67% on a three-year cumulative basis. 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.
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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