account_balance

Investment manager · 13F filer · SEC CIK 1867057

Morrissey Wealth Management, LLC

Reported value$159Mas of Jun 30, 2026
Positions30
Top 10 weight84.2%SPYM alone is 14%
FiledOct 597 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

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
SPYM SPDR Series Trust 14.3%
SPYV SPDR Series Trust 11.1%
JPST J P Morgan Exchange Traded F 9.8%
JBND J P Morgan Exchange Traded F 9.0%
SPSM SPDR Series Trust 8.7%
SPYG SPDR Series Trust 7.6%
MGK Vanguard World Fd 6.6%
SPMD SPDR Series Trust 5.9%
SJNK SPDR Series Trust 5.8%
SPTL SPDR Series Trust 5.3%
SGOV iShares Tr 5.1%
SLYV SPDR Series Trust 4.7%

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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