Morey & Quinn Wealth Partners, LLC

← Tracker

Institutional

CIK 0002055521

$155.5M

Reported AUM

143

Positions

Q2 2026

Period

2026-07-27

Filed

Editorial summary

Summary for Morey & Quinn Wealth Partners, LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$11.9M	7.67%	—	HELD
2	NVDA	NVIDIA CORPORATION	$195.05	2.66%	9.52%	751.61%	$8.7M	5.58%	—	HELD
3	AAPL	APPLE INC	$333.60	-1.36%	65.41%	124.96%	$8.5M	5.49%	—	HELD
4	FTCS	FIRST TR EXCHANGE-TRADED FD	$99.31	-1.13%	12.22%	34.60%	$7.4M	4.74%	—	HELD
5	FTAI	FTAI AVIATION LTD	$197.50	0.07%	36.90%	836.75%	$6.0M	3.88%	—	HELD
6	TDIV	FIRST TR EXCHANGE TRADED FD	$109.86	2.71%	24.48%	103.29%	$4.4M	2.86%	—	HELD
7	UNP	UNION PAC CORP	$289.39	-0.96%	34.09%	47.81%	$4.1M	2.63%	—	HELD
8	FV	FIRST TR EXCHANGE TRADED FD	$69.87	1.70%	15.69%	47.14%	$4.0M	2.58%	—	HELD
9	JGRO	J P MORGAN EXCHANGE TRADED F	$91.12	3.33%	4.55%	110.17%	$3.6M	2.29%	—	HELD
10	FVD	FIRST TR EXCHANGE-TRADED FD	$50.23	-1.22%	14.88%	36.04%	$3.4M	2.16%	—	HELD
11	MSFT	MICROSOFT CORP	$451.14	15.52%	-13.24%	55.41%	$3.3M	2.09%	—	HELD
12	AMZN	AMAZON COM INC	$235.66	3.98%	5.54%	30.60%	$2.7M	1.75%	—	HELD
13	WMT	WALMART INC	$111.12	-2.71%	16.94%	145.72%	$2.5M	1.61%	—	HELD
14	VOO	VANGUARD INDEX FDS	$681.61	1.64%	20.72%	76.33%	$2.4M	1.55%	—	HELD
15	ALL	ALLSTATE CORP	$265.38	-3.28%	40.12%	127.36%	$2.3M	1.50%	—	HELD
16	BRK/A	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$2.2M	1.45%	—	HELD
17	MU	MICRON TECHNOLOGY INC	$875.03	18.41%	662.58%	1011.70%	$2.0M	1.29%	—	HELD
18	EPD	ENTERPRISE PRODS PARTNERS L	$38.12	-1.42%	31.98%	143.98%	$2.0M	1.26%	—	HELD
19	DE	DEERE & CO	$599.46	-1.88%	21.16%	69.35%	$1.9M	1.20%	—	HELD
20	RDVY	FIRST TR EXCHANGE TRADED FD	$80.80	1.24%	28.67%	75.22%	$1.8M	1.16%	—	HELD
21	FEX	FIRST TR EXCHANGE-TRADED ALP	$136.28	0.84%	23.84%	60.88%	$1.7M	1.07%	—	HELD
22	GOOG	ALPHABET INC	$333.53	-0.66%	77.27%	132.86%	$1.4M	0.89%	—	HELD
23	FXH	FIRST TR EXCHANGE-TRADED FD	$127.98	-0.20%	30.97%	3.92%	$1.4M	0.87%	—	HELD
24	FIW	FIRST TR EXCHANGE-TRADED FD	$108.49	-1.10%	2.26%	25.08%	$1.4M	0.87%	—	HELD
25	MAR	MARRIOTT INTL INC NEW	$375.48	-1.48%	50.57%	193.57%	$1.3M	0.83%	—	HELD
26	WELL	WELLTOWER INC	$235.63	-2.26%	47.25%	209.30%	$1.3M	0.83%	—	HELD
27	SGI	SOMNIGROUP INTERNATIONAL INC	$66.91	-2.18%	-4.47%	60.79%	$1.3M	0.82%	—	HELD
28	CAT	CATERPILLAR INC	$808.91	3.35%	84.23%	304.51%	$1.2M	0.78%	—	HELD
29	GOOGL	ALPHABET INC	$333.62	-0.92%	76.18%	131.67%	$1.2M	0.78%	—	HELD
30	DIVO	AMPLIFY ETF TR	$46.90	0.73%	17.78%	64.93%	$1.2M	0.77%	—	HELD
31	MPWR	MONOLITHIC PWR SYS INC	$1316.18	5.40%	—	—	$1.1M	0.74%	—	HELD
32	TSLA	TESLA INC	$308.80	3.51%	—	—	$1.1M	0.73%	—	HELD
33	OKE	ONEOK INC NEW	$89.07	-1.03%	—	—	$1.1M	0.73%	—	HELD
34	QQQ	INVESCO QQQ TR	$683.36	3.27%	—	—	$1.1M	0.70%	—	HELD
35	AVUV	AMERICAN CENTY ETF TR	$125.24	0.10%	—	—	$1.1M	0.69%	—	HELD
36	LECO	LINCOLN ELEC HLDGS INC	$250.22	-3.01%	—	—	$1.1M	0.69%	—	HELD
37	FXL	FIRST TR EXCHANGE-TRADED FD	$197.32	3.86%	—	—	$1.1M	0.68%	—	HELD
38	XEXGX	EATON VANCE TAX-MANAGED GLOB	$10.37	-0.67%	—	—	$1.0M	0.67%	—	HELD
39	WCN	WASTE CONNECTIONS INC	$166.27	-3.78%	—	—	$1.0M	0.66%	—	HELD
40	FTGS	FIRST TR EXCHANGE-TRADED FD	$38.17	0.98%	—	—	$1.0M	0.65%	—	HELD
41	CIBR	FIRST TR EXCHANGE-TRADED FD	$90.02	1.39%	—	—	$1.0M	0.64%	—	HELD
42	RECS	COLUMBIA ETF TR I	$43.96	0.21%	—	—	$994K	0.64%	—	HELD
43	ILDR	FIRST TR EXCHNG TRADED FD VI	$36.00	3.57%	—	—	$981K	0.63%	—	HELD
44	CVS	CVS HEALTH CORP	$105.11	-0.76%	—	—	$951K	0.61%	—	HELD
45	HD	HOME DEPOT INC	$333.33	-1.46%	—	—	$941K	0.61%	—	HELD
46	XOM	EXXON MOBIL CORP	$157.13	0.25%	—	—	$940K	0.60%	—	HELD
47	VTI	VANGUARD INDEX FDS	$366.33	1.64%	—	—	$908K	0.58%	—	HELD
48	LMBS	FIRST TR EXCHANGE-TRADED FD	$49.53	0.09%	—	—	$888K	0.57%	—	HELD
49	COST	COSTCO WHOLESALE CORPORATION	$954.15	-2.04%	—	—	$884K	0.57%	—	HELD
50	FBT	FIRST TR EXCHANGE-TRADED FD	$252.66	0.87%	—	—	$855K	0.55%	—	HELD
51	FPX	FIRST TR EXCHANGE-TRADED FD	$179.92	4.25%	—	—	$839K	0.54%	—	HELD
52	NNN	NNN REIT INC	$48.14	-1.45%	—	—	$827K	0.53%	—	HELD
53	FTA	FIRST TR EXCHANGE-TRADED ALP	$101.35	-1.03%	—	—	$741K	0.48%	—	HELD
54	ORCL	ORACLE CORP	$127.51	8.30%	—	—	$725K	0.47%	—	HELD
55	LLY	ELI LILLY & CO	$1155.56	-4.50%	—	—	$723K	0.47%	—	HELD
56	UNH	UNITEDHEALTH GROUP INC	$421.50	0.22%	—	—	$718K	0.46%	—	HELD
57	NXTG	FIRST TR EXCHANGE-TRADED FD	$145.87	3.29%	—	—	$685K	0.44%	—	HELD
58	XETYX	EATON VANCE TAX-MANAGED DIVE	$15.26	0.00%	—	—	$668K	0.43%	—	HELD
59	FYX	FIRST TR EXCHANGE-TRADED ALP	$142.67	0.56%	—	—	$658K	0.42%	—	HELD
60	FDL	FIRST TR EXCHANGE-TRADED FD	$51.47	-1.85%	—	—	$649K	0.42%	—	HELD
61	CW	CURTISS WRIGHT CORP	$716.66	5.48%	—	—	$630K	0.41%	—	HELD
62	AMD	ADVANCED MICRO DEVICES INC	$485.46	13.01%	—	—	$601K	0.39%	—	HELD
63	V	VISA INC	$366.40	-0.63%	—	—	$589K	0.38%	—	HELD
64	AVIG	AMERICAN CENTY ETF TR	$40.88	0.09%	—	—	$586K	0.38%	—	HELD
65	KO	COCA COLA CO	$88.51	-0.63%	—	—	$569K	0.37%	—	HELD
66	NREF	NEXPOINT REAL ESTATE FIN INC	$16.89	0.12%	—	—	$567K	0.36%	—	HELD
67	ERC	ALLSPRING MULTI SECTOR INCOM	$9.04	0.89%	—	—	$562K	0.36%	—	HELD
68	JHI	HANCOCK JOHN INVS TR	$13.07	0.08%	—	—	$552K	0.36%	—	HELD
69	JPM	JPMORGAN CHASE & CO	$350.93	1.80%	—	—	$545K	0.35%	—	HELD
70	VMI	VALMONT INDS INC	$476.61	4.45%	—	—	$531K	0.34%	—	HELD
71	FDN	FIRST TR EXCHANGE-TRADED FD	$267.90	0.05%	—	—	$515K	0.33%	—	HELD
72	ROBT	FIRST TR EXCHANGE TRADED FD	$54.50	2.00%	—	—	$507K	0.33%	—	HELD
73	INTC	INTEL CORP	$91.19	11.37%	—	—	$506K	0.33%	—	HELD
74	BSX	BOSTON SCIENTIFIC CORP	$46.00	-0.09%	—	—	$496K	0.32%	—	HELD
75	MCK	MCKESSON CORP	$865.51	-2.59%	—	—	$491K	0.32%	—	HELD
76	CP	CANADIAN PACIFIC KANSAS CITY	$88.16	-3.43%	—	—	$491K	0.32%	—	HELD
77	MRK	MERCK & CO INC	$129.80	-0.43%	—	—	$490K	0.31%	—	HELD
78	FTC	FIRST TR EXCHANGE-TRADED ALP	$175.25	3.04%	—	—	$482K	0.31%	—	HELD
79	QCOM	QUALCOMM INC	$151.64	-2.59%	—	—	$481K	0.31%	—	HELD
80	AVLV	AMERICAN CENTY ETF TR	$92.03	0.94%	—	—	$463K	0.30%	—	HELD
81	AMGN	AMGEN INC	$387.64	0.00%	—	—	$462K	0.30%	—	HELD
82	PG	PROCTER & GAMBLE CO	$143.95	-1.47%	—	—	$461K	0.30%	—	HELD
83	FNX	FIRST TR EXCHANGE-TRADED ALP	$143.81	0.76%	—	—	$457K	0.29%	—	HELD
84	VZ	VERIZON COMMUNICATIONS INC	$46.11	-2.35%	—	—	$452K	0.29%	—	HELD
85	CRM	SALESFORCE INC	$180.71	-4.07%	—	—	$450K	0.29%	—	HELD
86	PEP	PEPSICO INC	$140.20	-2.30%	—	—	$442K	0.28%	—	HELD
87	FPE	FIRST TR EXCH TRADED FD III	$17.75	0.17%	—	—	$439K	0.28%	—	HELD
88	AVDE	AMERICAN CENTY ETF TR	$91.63	2.59%	—	—	$434K	0.28%	—	HELD
89	NEE	NEXTERA ENERGY INC	$87.93	-0.60%	—	—	$432K	0.28%	—	HELD
90	SPY	STATE STR SPDR S&P 500 ETF T	$741.92	1.71%	—	—	$427K	0.27%	—	HELD
91	WCPB	NORTHERN LTS FD TR II	$25.04	-0.32%	—	—	$421K	0.27%	—	HELD
92	FTSL	FIRST TR EXCHANGE-TRADED FD	$44.78	0.16%	—	—	$414K	0.27%	—	HELD
93	T	AT&T INC	$23.21	-3.05%	—	—	$405K	0.26%	—	HELD
94	MAA	MID-AMER APT CMNTYS INC	$133.32	-2.96%	—	—	$394K	0.25%	—	HELD
95	AVT	AVNET INC	$86.80	3.84%	—	—	$390K	0.25%	—	HELD
96	RJF	RAYMOND JAMES FINL INC	$174.97	0.47%	—	—	$371K	0.24%	—	HELD
97	QTEC	FIRST TR EXCHANGE-TRADED FD	$297.72	4.28%	—	—	$362K	0.23%	—	HELD
98	FXR	FIRST TR EXCHANGE-TRADED FD	$88.28	1.05%	—	—	$355K	0.23%	—	HELD
99	FTLS	FIRST TR EXCH TRADED FD III	$75.22	1.18%	—	—	$352K	0.23%	—	HELD
100	FXD	FIRST TR EXCHANGE-TRADED FD	$70.79	-1.22%	—	—	$348K	0.22%	—	HELD
101	AVGO	BROADCOM INC	—	—	—	—	$338K	0.22%	—	HELD
102	META	META PLATFORMS INC	—	—	—	—	$336K	0.22%	—	HELD
103	RTX	RTX CORPORATION	—	—	—	—	$335K	0.22%	—	HELD
104	QYLD	GLOBAL X FDS	—	—	—	—	$335K	0.22%	—	HELD
105	SPYI	NEOS ETF TRUST	—	—	—	—	$328K	0.21%	—	HELD
106	UPGD	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$326K	0.21%	—	HELD
107	JEPQ	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$319K	0.21%	—	HELD
108	FXO	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$310K	0.20%	—	HELD
109	PTBD	PACER FDS TR	—	—	—	—	$308K	0.20%	—	HELD
110	UPS	UNITED PARCEL SVCS INC	—	—	—	—	$304K	0.20%	—	HELD
111	JQUA	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$300K	0.19%	—	HELD
112	VIG	VANGUARD SPECIALIZED FUNDS	—	—	—	—	$297K	0.19%	—	HELD
113	JBL	JABIL INC	—	—	—	—	$291K	0.19%	—	HELD
114	DIS	DISNEY WALT CO	—	—	—	—	$289K	0.19%	—	HELD
115	XSSPX	NUVEEN S&P 500 DYNAMIC OVERW	—	—	—	—	$277K	0.18%	—	HELD
116	LW	LAMB WESTON HLDGS INC	—	—	—	—	$269K	0.17%	—	HELD
117	JPST	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$268K	0.17%	—	HELD
118	FDUS	FIDUS INVT CORP	—	—	—	—	$253K	0.16%	—	HELD
119	IBM	INTERNATIONAL BUSINESS MACHS	—	—	—	—	$250K	0.16%	—	HELD
120	CBRE	CBRE GROUP INC	—	—	—	—	$246K	0.16%	—	HELD
121	SRE	SEMPRA	—	—	—	—	$246K	0.16%	—	HELD
122	CAG	CONAGRA BRANDS INC	—	—	—	—	$243K	0.16%	—	HELD
123	FPF	FIRST TR INTER DURATN PFD &	—	—	—	—	$240K	0.15%	—	HELD
124	USMV	ISHARES TR	—	—	—	—	$237K	0.15%	—	HELD
125	FXZ	FIRST TR EXCHANGE-TRADED FD	—	—	—	—	$237K	0.15%	—	HELD
126	ASML	ASML HLDG NV	—	—	—	—	$235K	0.15%	—	HELD
127	JEPI	J P MORGAN EXCHANGE TRADED F	—	—	—	—	$235K	0.15%	—	HELD
128	NOBL	PROSHARES TR	—	—	—	—	$230K	0.15%	—	HELD
129	SDVY	FIRST TR EXCHANGE TRADED FD	—	—	—	—	$226K	0.15%	—	HELD
130	CVX	CHEVRON CORPORATION	—	—	—	—	$226K	0.15%	—	HELD
131	MDT	MEDTRONIC PLC	—	—	—	—	$225K	0.15%	—	HELD
132	IFV	FIRST TR EXCHANGE TRADED FD	—	—	—	—	$220K	0.14%	—	HELD
133	KORP	AMERICAN CENTY ETF TR	—	—	—	—	$219K	0.14%	—	HELD
134	FEP	FIRST TR EXCH TRD ALPHDX FD	—	—	—	—	$218K	0.14%	—	HELD
135	DTE	DTE ENERGY CO	—	—	—	—	$218K	0.14%	—	HELD
136	TSCO	TRACTOR SUPPLY CO	—	—	—	—	$214K	0.14%	—	HELD
137	WTFC	WINTRUST FINL CORP	—	—	—	—	$211K	0.14%	—	HELD
138	STWD	STARWOOD PPTY TR INC	—	—	—	—	$208K	0.13%	—	HELD
139	MS	MORGAN STANLEY	—	—	—	—	$208K	0.13%	—	HELD
140	FTXL	FIRST TR EXCHANGE TRADED FD	—	—	—	—	$203K	0.13%	—	HELD
141	LADR	LADDER CAP CORP	—	—	—	—	$191K	0.12%	—	HELD
142	PFN	PIMCO INCOME STRATEGY FD II	—	—	—	—	$126K	0.08%	—	HELD
143	ACRE	ARES COML REAL ESTATE CORP	—	—	—	—	$51K	0.03%	—	HELD

Source: SEC EDGAR · accession 0002055521-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.