Q2 2026 13F · SEC CIK 2055521

Morey & Quinn Wealth Partners, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $155.5M
Reported positions: 143
Holdings vs S&P 500, 3 yrs: —
Assets under management: $373.4M

Morey & Quinn Wealth Partners, LLC is a wealth manager that reported 143 positions worth $155.5M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 7.7%), Nvidia Corporation Com (NVDA, 5.6%), Apple Inc (AAPL, 5.5%).

Morey & Quinn Wealth Partners, LLC holdings largest 50 of 143 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Morey & Quinn Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	7.7%	8.3%	23,839	-2.5%	$11.9M
NVDANvidia Corporation Com	5.6%	5.4%	43,380	-0.8%	$8.7M
AAPLApple Inc	5.5%	5.3%	29,488	+0.1%	$8.5M
FTCSFirst Trust Capital Strength ETF	4.7%	5.3%	78,413	-2.3%	$7.4M
FTAIFtai Aviation Ltd	3.9%	4.1%	22,295	-5.4%	$6.0M
TDIVFirst Tr Exchange Traded Fd	2.9%	2.6%	38,715	-0.2%	$4.4M
UNPUnion Pac Corp	2.6%	2.6%	15,025	-2.1%	$4.1M
FVFirst Tr Exchange Traded Fd	2.6%	2.3%	52,856	+0.1%	$4.0M
JGROJ P Morgan Exchange Traded F	2.3%	2.1%	36,074	+4.9%	$3.6M
FVDFirst Tr Exchange-Traded Fd	2.2%	2.4%	69,542	-4.2%	$3.4M
MSFTMicrosoft Corp	2.1%	2.4%	8,720	-2.8%	$3.3M
AMZNAmazon Com Inc Com	1.7%	1.7%	11,390	-0.0%	$2.7M
WMTWalmart Inc	1.6%	2.0%	22,037	-3.8%	$2.5M
VOOVanguard S&p 500 ETF	1.5%	1.4%	3,506	+7.4%	$2.4M
ALLAllstate Corp	1.5%	1.5%	9,802	-2.6%	$2.3M
BRK-ABerkshire Hathaway Inc Del	1.4%	1.5%	3	+0.0%	$2.2M
MUMicron Technology Inc	1.3%	—	1,731	—	$2.0M
EPDEnterprise Prods Partners L	1.3%	1.6%	53,482	-10.5%	$2.0M
DEDeere & Co Com	1.2%	1.2%	2,947	-2.1%	$1.9M
RDVYFirst Trust Rising Dividend Achievers Et	1.2%	1.1%	22,206	-0.3%	$1.8M
FEXFirst Tr Exchange-Traded Alp	1.1%	1.0%	11,907	-0.8%	$1.7M
GOOGAlphabet Inc	0.9%	0.8%	3,907	-1.8%	$1.4M
FXHFirst Tr Exchange-Traded Fd	0.9%	0.9%	11,104	-3.1%	$1.4M
FIWFirst Tr Exchange-Traded Fd	0.9%	0.9%	12,352	+0.4%	$1.4M
MARMarriott Intl Inc New Cl A	0.8%	0.8%	3,498	+0.4%	$1.3M
WELLWelltower Inc	0.8%	1.0%	5,698	-18.6%	$1.3M
TPXSomnigroup International Inc	0.8%	0.9%	16,252	+0.0%	$1.3M
CATCaterpillar Inc Com	0.8%	0.6%	1,133	+0.0%	$1.2M
GOOGLAlphabet Inc	0.8%	0.7%	3,374	-0.9%	$1.2M
DIVOAmplify ETF Tr	0.8%	0.9%	26,054	-5.7%	$1.2M
MPWRMonolithic Power Systms Inc	0.7%	0.6%	831	+0.0%	$1.1M
TSLATesla Inc Com	0.7%	0.8%	2,716	-4.5%	$1.1M
OKEOneok Inc	0.7%	0.9%	13,123	-11.1%	$1.1M
QQQInvesco Qqq Tr	0.7%	0.6%	1,485	+6.1%	$1.1M
AVUVAvantis US Small Cap Value ETF	0.7%	0.7%	8,660	-1.7%	$1.1M
LECOLincoln Electric Holdings Inc	0.7%	0.7%	4,030	+0.0%	$1.1M
FXLFirst Trust Technology Alphadex Fund	0.7%	0.6%	4,900	+0.3%	$1.1M
EXGEaton Vance Tax-Managed Glob	0.7%	0.7%	106,205	-4.8%	$1.0M
WCNWaste Connections Inc	0.7%	0.7%	6,196	-1.5%	$1.0M
FTGSFirst Tr Exchange-Traded Fd	0.6%	0.7%	27,203	-3.1%	$1.0M
CIBRFirst Tr Exchange-Traded Fd	0.6%	—	11,143	—	$1.0M
RECSColumbia ETF Tr I	0.6%	0.6%	22,978	+2.9%	$994K
ILDRFirst Tr Exchng Traded Fd Vi	0.6%	0.5%	24,985	-2.6%	$981K
CVSCvs Caremark Corporation	0.6%	0.5%	9,192	-11.1%	$951K
HDHome Depot Inc Com	0.6%	0.6%	2,669	+0.9%	$941K
XOMExxon Mobil Corp	0.6%	0.8%	6,876	+1.2%	$940K
VTIVanguard Index Fds	0.6%	—	2,454	—	$908K
LMBSFirst Tr Exchange-Traded Fd	0.6%	0.6%	17,841	+0.1%	$888K
COSTCostco Whsl Corp New	0.6%	0.7%	945	-1.3%	$884K
FBTFirst Tr Exchange-Traded Fd	0.6%	—	3,449	—	$855K

What Morey & Quinn Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$155.5M	143
Q1 2026	$140.6M	136
Q4 2025	$139.3M	131
Q3 2025	$135.7M	131
Q2 2025	$125.0M	129
Q1 2025	$120.8M	125
Q4 2024	$117.9M	119

Questions about Morey & Quinn Wealth Partners, LLC's portfolio

What stocks does Morey & Quinn Wealth Partners, LLC own?

Morey & Quinn Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 143 positions worth $155.5M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 7.7%, Nvidia Corporation Com (NVDA) at 5.6%, Apple Inc (AAPL) at 5.5%, First Trust Capital Strength ETF (FTCS) at 4.7% and Ftai Aviation Ltd (FTAI) at 3.9%.

What did Morey & Quinn Wealth Partners, LLC buy last quarter?

In Q2 2026, Morey & Quinn Wealth Partners, LLC added Vanguard S&p 500 ETF (VOO) (+7.4% shares) and Invesco Qqq Tr (QQQ) (+6.1% shares), compared with its Q1 2026 filing.

What did Morey & Quinn Wealth Partners, LLC sell last quarter?

In Q2 2026, Morey & Quinn Wealth Partners, LLC cut from its top 50 National Retail Properties Inc (NNN), cut from its top 50 First Tr Exchange-Traded Fd (FDL), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Boston Scientific Corp (BSX), Welltower Inc (WELL) (-18.6% shares), Cvs Caremark Corporation (CVS) (-11.1% shares) and Oneok Inc (OKE) (-11.1% shares), compared with its Q1 2026 filing.

When is Morey & Quinn Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Morey & Quinn Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Morey & Quinn Wealth Partners, LLC manage?

Morey & Quinn Wealth Partners, LLC reported $373.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $155.5M.