13F Insight
DOSSIER · 13F-HR · Q1 2026

Morey & Quinn Wealth Partners, LLC

$141M in tracked AUM across 136 positions as of Q1 2026.

M&
CIK 0002055521 · last filed Mar 31, 2026
Total AUM
$141M
as of Q1 2026
Holdings
136
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · 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...

The portfolio consists of 131 holdings, reflecting a diversified approach. However, the structure suggests a "core and satellite" strategy, where a significant portion of the assets is invested in Exchange-Traded Funds (ETFs) to provide broad market exposure, while individual equities are used to express specific convictions. The management appears highly active, evidenced by a turnover rate where 48 positions were either bought or sold (24 new, 24 sold) during the quarter, representing a substantial reshaping of the portfolio alongside the capital inflow.

Key Holdings

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.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$12M24K8.3%02
NVDA
NVIDIA CORPORATION
$8M44K5.4%03
AAPL
APPLE INC
$7M29K5.3%04
FTCS
FIRST TR EXCHANGE-TRADED FD
$7M80K5.3%05
G3730V105
FTAI AVIATION LTD
$6M24K4.1%06
UNP
UNION PAC CORP
$4M15K2.6%07
TDIV
FIRST TR EXCHANGE TRADED FD
$4M39K2.6%08
FVD
FIRST TR EXCHANGE-TRADED FD
$3M73K2.4%09
MSFT
MICROSOFT CORP
$3M9K2.4%10
FV
FIRST TR EXCHANGE TRADED FD
$3M53K2.3%

Filing history

2026Q1Mar 31
$141M▲ 1.0%
136 positionsView →2025Q4Dec 31
$139M▲ 122.8%
131 positionsView →2025Q3Sep 30
$63M▲ 11.7%
71 positionsView →2025Q2Jun 30
$56M▲ 9.8%
70 positionsLocked2025Q1Mar 31
$51M▼ 56.8%
68 positionsLocked2024Q4Dec 31
$118M—
119 positionsLocked