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Morey & Quinn Wealth Partners, LLC

Q3 2026 13F filing

Updated 8 days ago

139 disclosed positions worth $153.4M

Portfolio value
$153.4M
Total holdings
139
New positions
4
Closed positions
8
Increased
51
Decreased
46
Turnover
8.6%
Filed
2026-10-28

Full holdings

Every line item disclosed in Q3 2026

B

BERKSHIRE HATHAWAY INC DEL

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

NVIDIA CORPORATION

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

APPLE INC

Value
$9.8M
Shares
29.5K
% Port
6.41%
F
4.FPF

FIRST TR EXCHANGE-TRADED FD

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

MICROSOFT CORP

Value
$4.5M
Shares
8.8K
% Port
2.94%
F
6.FPF

FIRST TR EXCHANGE TRADED FD

Value
$4.4M
Shares
38.8K
% Port
2.86%
U
7.UNP

UNION PAC CORP

Value
$4.1M
Shares
15.0K
% Port
2.66%
F
8.FPF

FIRST TR EXCHANGE TRADED FD

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

J P MORGAN EXCHANGE TRADED F

Value
$3.6M
Shares
36.9K
% Port
2.32%
V
10.VGES

VANGUARD INDEX FDS

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

FTAI AVIATION LTD

Value
$3.4M
Shares
20.2K
% Port
2.20%
F
12.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$3.2M
Shares
68.8K
% Port
2.11%
A
13.AMZN

AMAZON COM INC

Value
$2.8M
Shares
11.2K
% Port
1.81%
W
14.WMT

WALMART INC

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

BERKSHIRE HATHAWAY INC DEL

Value
$2.2M
Shares
3
% Port
1.46%
A

ALLSTATE CORP

Value
$2.2M
Shares
9.7K
% Port
1.40%
D
17.DE

DEERE & CO

Value
$1.9M
Shares
2.8K
% Port
1.24%
E
18.EPDU

ENTERPRISE PRODS PARTNERS L

Value
$1.9M
Shares
53.3K
% Port
1.24%
M
19.MU

MICRON TECHNOLOGY INC

Value
$1.8M
Shares
1.7K
% Port
1.20%
F
20.FPF

FIRST TR EXCHANGE TRADED FD

Value
$1.7M
Shares
22.3K
% Port
1.14%
F
21.FPF

FIRST TR EXCHANGE-TRADED ALP

Value
$1.5M
Shares
11.7K
% Port
1.01%
F
22.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.5M
Shares
11.4K
% Port
0.97%
Q
23.QQQ

INVESCO QQQ TR

Value
$1.4M
Shares
1.8K
% Port
0.89%
G

ALPHABET INC

Value
$1.3M
Shares
3.9K
% Port
0.88%
W
25.WELL

WELLTOWER INC

Value
$1.3M
Shares
5.7K
% Port
0.86%
F
26.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.3M
Shares
12.5K
% Port
0.84%
M
27.MAR

MARRIOTT INTL INC NEW

Value
$1.2M
Shares
3.5K
% Port
0.81%
A
28.AMPY

AMPLIFY ETF TR

Value
$1.2M
Shares
25.8K
% Port
0.78%
V
29.VGES

VANGUARD INDEX FDS

Value
$1.2M
Shares
3.2K
% Port
0.78%
G

ALPHABET INC

Value
$1.2M
Shares
3.4K
% Port
0.76%
F
31.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.1M
Shares
11.2K
% Port
0.75%
F
32.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.1M
Shares
4.9K
% Port
0.70%
L
33.LECO

LINCOLN ELEC HLDGS INC

Value
$1.1M
Shares
4.0K
% Port
0.70%
F
34.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.1M
Shares
27.8K
% Port
0.69%
F
35.FPF

FIRST TR EXCHNG TRADED FD VI

Value
$1M
Shares
26.3K
% Port
0.68%
?
36.N/A

COLUMBIA ETF TR I

Value
$1M
Shares
22.9K
% Port
0.67%
?
37.N/A

AMERICAN CENTY ETF TR

Value
$1M
Shares
8.6K
% Port
0.66%
E
38.EXG

EATON VANCE TAX-MANAGED GLOB

Value
$1M
Shares
107.8K
% Port
0.66%
S
39.SGI

SOMNIGROUP INTERNATIONAL INC

Value
$1M
Shares
16.3K
% Port
0.66%
M
40.MPWR

MONOLITHIC PWR SYS INC

Value
$983K
Shares
730
% Port
0.64%
T
41.TSLA

TESLA INC

Value
$964K
Shares
2.7K
% Port
0.63%
F
42.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$939K
Shares
3.4K
% Port
0.61%
W
43.WCN

WASTE CONNECTIONS INC

Value
$933K
Shares
6.1K
% Port
0.61%
C
44.COST

COSTCO WHOLESALE CORPORATION

Value
$878K
Shares
964
% Port
0.57%
C
45.CAT

CATERPILLAR INC

Value
$830K
Shares
1.0K
% Port
0.54%
C
46.CVS

CVS HEALTH CORP

Value
$774K
Shares
9.0K
% Port
0.50%
H
47.HD

HOME DEPOT INC

Value
$771K
Shares
2.7K
% Port
0.50%
?
48.N/A

NORTHERN LTS FD TR II

Value
$747K
Shares
30.8K
% Port
0.49%
N
49.NNN

NNN REIT INC

Value
$731K
Shares
17.8K
% Port
0.48%
F
50.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$726K
Shares
4.1K
% Port
0.47%