Morey & Quinn Wealth Partners, LLC
CIK: 0002055521Latest portfolio: $139.3M · Q4 2025
Holdings
131
Total Value
$139.3M
New Positions
131
Closed Positions
0
Top Holdings
View All 131 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 24,310 | $12.2M | 8.77% | NEW | |
| 2 | NVDANVIDIA CORPORATION | 43,374 | $8.1M | 5.81% | NEW | |
| 3 | AAPLAPPLE INC | 29,141 | $7.9M | 5.69% | NEW | |
| 4 | FTCSFIRST TR EXCHANGE-TRADED FD | 81,234 | $7.5M | 5.40% | NEW | |
| 5 | FTAIFTAI AVIATION LTD | 23,693 | $4.7M | 3.35% | NEW | |
| 6 | MSFTMICROSOFT CORP | 8,501 | $4.1M | 2.95% | NEW | |
| 7 | TDIVFIRST TR EXCHANGE TRADED FD | 37,811 | $3.7M | 2.63% | NEW | |
| 8 | FVDFIRST TR EXCHANGE-TRADED FD | 74,438 | $3.4M | 2.46% | NEW | |
| 9 | FAIFIRST TR EXCHANGE TRADED FD | 52,570 | $3.3M | 2.37% | NEW | |
| 10 | UNPUNION PAC CORP | 14,132 | $3.3M | 2.35% | NEW | |
| 11 | JGROJ P MORGAN EXCHANGE TRADED F | 31,675 | $2.9M | 2.11% | NEW | |
| 12 | AMZNAMAZON COM INC | 11,139 | $2.6M | 1.85% | NEW | |
| 13 | BRK-BBERKSHIRE HATHAWAY INC DEL | 3 | $2.3M | 1.63% | NEW | |
| 14 | WMTWALMART INC | 19,832 | $2.2M | 1.59% | NEW | |
| 15 | ALSALLSTATE CORP | 10,095 | $2.1M | 1.51% | NEW | |
| 16 | EPDENTERPRISE PRODS PARTNERS L | 60,078 | $1.9M | 1.38% | NEW | |
| 17 | VOOVANGUARD INDEX FDS | 2,815 | $1.8M | 1.27% | NEW | |
| 18 | RDVYFIRST TR EXCHANGE TRADED FD | 22,001 | $1.5M | 1.10% | NEW | |
| 19 | TPDSOMNIGROUP INTERNATIONAL INC | 16,252 | $1.4M | 1.04% | NEW | |
| 20 | FEXFIRST TR EXCHANGE-TRADED ALP | 12,007 | $1.4M | 1.02% | NEW | |
| 21 | DEDEERE & CO | 3,024 | $1.4M | 1.01% | NEW | |
| 22 | FIWFIRST TR EXCHANGE-TRADED FD | 12,285 | $1.3M | 0.96% | NEW | |
| 23 | FXHFIRST TR EXCHANGE TRADED FD | 11,521 | $1.3M | 0.94% | NEW | |
| 24 | WELLWELLTOWER INC | 6,998 | $1.3M | 0.93% | NEW | |
| 25 | TSLATESLA INC | 2,844 | $1.3M | 0.92% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.51536613430294e+162T)
Technology0.0% ($8.089792241119098e+41T)
Industrials0.0% ($4.663326914071104e+27T)
Unknown0.0% ($1.22193307226421e+24T)
Healthcare0.0% ($1089820710560536.5T)
Real Estate0.0% ($129888053349740.6T)
Consumer Defensive0.0% ($2209740472421.3T)
Consumer Cyclical0.0% ($257112791081.9T)
Communication Services0.0% ($1252963.5T)
Energy0.0% ($19261.1T)
Utilities0.0% ($377.2B)
Filing History
Fund Information
Morey & Quinn Wealth Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $139.3M across 131 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 8.8% of the portfolio. Compared to the previous quarter, the fund opened 131 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.