account_balance
Investment manager · 13F filer · SEC CIK 2055521
Morey & Quinn Wealth Partners, LLC
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Reported value$153Mas of Sep 30, 2026
Positions139 4 new, 8 sold out
Top 10 weight41.0%BRK-B alone is 8%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
7.7%
NVDANVIDIA Corp
6.5%
AAPLApple Inc.
6.4%
FTCSFirst Tr Exchange-Traded Fd
4.8%
MSFTMicrosoft Corp
2.9%
TDIVFirst Tr Exchange Traded Fd
2.9%
UNPUnion Pacific Corp
2.7%
FVFirst Tr Exchange Traded Fd
2.6%
JGROJ P Morgan Exchange Traded F
2.3%+2%
VOOVanguard Index FDS
2.3%+44%
FTAIFTAI Aviation Ltd.
2.2%−9%
FVDFirst Tr Exchange-Traded Fd
2.1%
BRK-BBerkshire Hathaway Inc
7.7%
NVDANVIDIA Corp
6.5%
AAPLApple Inc.
6.4%
FTCSFirst Tr Exchange-Traded Fd
4.8%
MSFTMicrosoft Corp
2.9%
TDIVFirst Tr Exchange Traded Fd
2.9%
FV2.6%
JGRO2.3%
VOO2.3%
FTAI2.2%FVD2.1%
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
BRK-B Berkshire Hathaway Inc 7.7% HeldNVDA NVIDIA Corp 6.5% HeldAAPL Apple Inc. 6.4% Held
FTCS First Tr Exchange-Traded Fd 4.8% Held
MSFT Microsoft Corp 2.9% HeldTDIV First Tr Exchange Traded Fd 2.9% Held
UNP Union Pacific Corp 2.7% HeldFV First Tr Exchange Traded Fd 2.6% Held
JGRO J P Morgan Exchange Traded F 2.3% Added +2%
VOO Vanguard Index FDS 2.3% Added +44%
FTAI FTAI Aviation Ltd. 2.2% Trimmed −9%FVD First Tr Exchange-Traded Fd 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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