Morey & Quinn Wealth Partners, LLC

CIK 0002055521 · OMAHA, NE · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Morey & Quinn Wealth Partners, LLC reported 143 positions worth $155.5M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: BRK-B (7.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$155.5M
2026 Q2
Positions
143
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.9%
Est. Net Flow (Q)
2026 Q2
10 / 143 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$11.9M7.67%23,839
2NVDANVIDIA CORPORATIONSH$8.7M5.58%43,380
3AAPLAPPLE INCSH$8.5M5.49%29,488
4FTCSFIRST TR EXCHANGE-TRADED FDSH$7.4M4.74%78,413
5FTAIFTAI AVIATION LTDSH$6.0M3.88%22,295
6TDIVFIRST TR EXCHANGE TRADED FDSH$4.4M2.86%38,715
7UNPUNION PAC CORPSH$4.1M2.63%15,025
8FVFIRST TR EXCHANGE TRADED FDSH$4.0M2.58%52,856
9JGROJ P MORGAN EXCHANGE TRADED FSH$3.6M2.29%36,074
10FVDFIRST TR EXCHANGE-TRADED FDSH$3.4M2.15%69,542

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Morey & Quinn Wealth Partners, LLC hold as of Q2 2026?

Morey & Quinn Wealth Partners, LLC reported 143 positions worth $155.5M in its Q2 2026 13F filing. Largest positions: BRK-B (7.7%), NVDA (5.6%), AAPL (5.5%), FTCS (4.7%) and FTAI (3.9%).

What did Morey & Quinn Wealth Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Morey & Quinn Wealth Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.