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Morey & Quinn Wealth Partners, LLC

hedge fundUpdated 8 days ago

Managed by Morey & Quinn Wealth Partners, Llc • Latest filing Q3 2026

Portfolio value
$153.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
13.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$139.3M
Q1 2026$140.6M
Q2 2026$155.5M
Q3 2026$153.4M

Top holdings

139 positions as of Q3 2026

View filing
B

BERKSHIRE HATHAWAY INC DEL

-0.8%
Value
$11.8M
Shares
23.7K
% Port
7.68%
N

NVIDIA CORPORATION

+0.3%
Value
$9.9M
Shares
43.5K
% Port
6.48%
A

APPLE INC

+0.2%
Value
$9.8M
Shares
29.5K
% Port
6.41%
F

FIRST TR EXCHANGE-TRADED FD

-0.7%
Value
$7.3M
Shares
77.9K
% Port
4.77%
M

MICROSOFT CORP

+1.0%
Value
$4.5M
Shares
8.8K
% Port
2.94%
F

FIRST TR EXCHANGE TRADED FD

+0.3%
Value
$4.4M
Shares
38.8K
% Port
2.86%
U

UNION PAC CORP

-0.2%
Value
$4.1M
Shares
15.0K
% Port
2.66%
F

FIRST TR EXCHANGE TRADED FD

+1.8%
Value
$3.9M
Shares
53.8K
% Port
2.57%
J

J P MORGAN EXCHANGE TRADED F

+2.2%
Value
$3.6M
Shares
36.9K
% Port
2.32%
V

VANGUARD INDEX FDS

+43.8%
Value
$3.5M
Shares
5.0K
% Port
2.30%
F

FTAI AVIATION LTD

-9.3%
Value
$3.4M
Shares
20.2K
% Port
2.20%
F

FIRST TR EXCHANGE-TRADED FD

-1.0%
Value
$3.2M
Shares
68.8K
% Port
2.11%
A

AMAZON COM INC

-2.0%
Value
$2.8M
Shares
11.2K
% Port
1.81%
W

WALMART INC

+1.0%
Value
$2.3M
Shares
22.3K
% Port
1.51%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$2.2M
Shares
3
% Port
1.46%
A

ALLSTATE CORP

-1.0%
Value
$2.2M
Shares
9.7K
% Port
1.40%
D

DEERE & CO

-3.6%
Value
$1.9M
Shares
2.8K
% Port
1.24%
E

ENTERPRISE PRODS PARTNERS L

-0.4%
Value
$1.9M
Shares
53.3K
% Port
1.24%
M

MICRON TECHNOLOGY INC

+0.1%
Value
$1.8M
Shares
1.7K
% Port
1.20%
F

FIRST TR EXCHANGE TRADED FD

+0.6%
Value
$1.7M
Shares
22.3K
% Port
1.14%

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