account_balance

Investment manager · 13F filer · SEC CIK 1803386

Wealth Quarterback LLC

Reported value$328Mas of Sep 30, 2026
Positions180 13 new, 4 sold out
Top 10 weight47.8%IVV alone is 14%
FiledOct 2020 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 13.7% Trimmed −9%
IAU iShares Gold Trust 6.7% Added +12%
SMH Vaneck ETF Trust 5.4% Added +2%
QQQ Invesco QQQ Tr 4.7% Trimmed −8%
AAPL Apple Inc. 3.6% Held
QUAL iShares Tr 3.3% Trimmed −36%
FBCG Fidelity Covington Trust 2.7% Added +3%
FBTC Fidelity Wise Origin Bitcoin Fund 2.7% Added +9%
XOVR Entrepreneurshares Series Tr 2.7% Held
DVY iShares Tr 2.4% Added +5%
DYNF BlackRock ETF Trust 2.4% Added +3%
FENI Fidelity Covington Trust 2.0% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 20, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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