AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Morey & Quinn Wealth Partners, LLC reported a significant expansion in assets under management for the period ending December 31, 2025. The total portfolio value surged by 122.8%, growing from $62.50M in the prior quarter to $139.27M. This substantial increase indicates a massive influx of new client capital rather than mere market appreciation, as the broad market would need to more than double in a single quarter to account for this shift solely through perf...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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