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Filers›Asset Manager›Morey & Quinn Wealth Partners, LLC
DOSSIER · 13F-HR · Q1 2026

Morey & Quinn Wealth Partners, LLC

Morey & Quinn Wealth's asset manager based in Stamford, CT — $141M in tracked AUM across 136 positions as of Q1 2026.

M&
Morey & Quinn Wealth·Stamford, CT·Asset Manager
CIK 0002055521 · last filed Mar 31, 2026
Total AUM
$141M
▼ 16.1%
vs prior
Holdings
136
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
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.

#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

Filing history loading…
AI Agent · grounded in Morey
haiku-4-5 · 136 positions indexed
Sector mix
  • Tech6%
  • Financials6%
  • Health Care20%
  • Cons. Disc.11%
  • Industrials44%
  • Other13%
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