Q3 2026 13F · SEC CIK 2055521

Morey & Quinn Wealth Partners, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $153.4M
Reported positions: 139
Holdings vs S&P 500, 3 yrs: —
Assets under management: $373.4M

Morey & Quinn Wealth Partners, LLC is a wealth manager that reported 139 positions worth $153.4M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 7.7%), Nvidia Corporation (NVDA, 6.5%), Apple Inc (AAPL, 6.4%).

Morey & Quinn Wealth Partners, LLC holdings largest 50 of 139 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	7.7%	7.7%	23,653	-0.8%	$11.8M
NVDANvidia Corporation	6.5%	5.6%	43,517	+0.3%	$9.9M
AAPLApple Inc	6.4%	5.5%	29,537	+0.2%	$9.8M
FTCSFirst Tr Exchange-Traded Fd	4.8%	4.7%	77,907	-0.6%	$7.3M
MSFTMicrosoft Corp	2.9%	2.1%	8,805	+1.0%	$4.5M
TDIVFirst Tr Exchange Traded Fd	2.9%	2.9%	38,838	+0.3%	$4.4M
UNPUnion Pac Corp	2.7%	2.6%	15,000	-0.2%	$4.1M
FVFirst Tr Exchange Traded Fd	2.6%	2.6%	53,784	+1.8%	$3.9M
JGROJ P Morgan Exchange Traded F	2.3%	2.3%	36,857	+2.2%	$3.6M
VOOVanguard Index Fds	2.3%	1.5%	5,041	+43.8%	$3.5M
FTAIFtai Aviation Ltd	2.2%	3.9%	20,215	-9.3%	$3.4M
FVDFirst Tr Exchange-Traded Fd	2.1%	2.2%	68,826	-1.0%	$3.2M
AMZNAmazon Com Inc	1.8%	1.7%	11,160	-2.0%	$2.8M
WMTWalmart Inc	1.5%	1.6%	22,267	+1.0%	$2.3M
BRK-ABerkshire Hathaway Inc Del	1.5%	1.4%	3	+0.0%	$2.2M
ALLAllstate Corp	1.4%	1.5%	9,700	-1.0%	$2.2M
DEDeere & Co	1.2%	1.2%	2,841	-3.6%	$1.9M
EPDEnterprise Prods Partners L	1.2%	1.3%	53,282	-0.4%	$1.9M
MUMicron Technology Inc	1.2%	1.3%	1,733	+0.1%	$1.8M
RDVYFirst Tr Exchange Traded Fd	1.1%	1.2%	22,332	+0.6%	$1.7M
FEXFirst Tr Exchange-Traded Alp	1.0%	1.1%	11,657	-2.1%	$1.5M
FXHFirst Trust	1.0%	0.9%	11,435	+3.0%	$1.5M
QQQInvesco Qqq Tr	0.9%	0.7%	1,835	+23.6%	$1.4M
GOOGAlphabet Inc	0.9%	0.9%	3,939	+0.8%	$1.3M
WELLWelltower Inc	0.9%	0.8%	5,698	+0.0%	$1.3M
FIWFirst Tr Exchange-Traded Fd	0.8%	0.9%	12,461	+0.9%	$1.3M
MARMarriott Intl Inc New	0.8%	0.8%	3,498	+0.0%	$1.2M
DIVOAmplify ETF Tr	0.8%	0.8%	25,800	-1.0%	$1.2M
VTIVanguard Index Fds	0.8%	0.6%	3,199	+30.4%	$1.2M
GOOGLAlphabet Inc	0.8%	0.8%	3,407	+1.0%	$1.2M
CIBRFirst Tr Exchange-Traded Fd	0.7%	0.6%	11,150	+0.1%	$1.1M
FXLFirst Tr Exchange-Traded Fd	0.7%	0.7%	4,870	-0.6%	$1.1M
LECOLincoln Elec Hldgs Inc	0.7%	0.7%	4,030	+0.0%	$1.1M
FTGSFirst Tr Exchange-Traded Fd	0.7%	0.6%	27,836	+2.3%	$1.1M
ILDRFirst Tr Exchng Traded Fd Vi	0.7%	0.6%	26,304	+5.3%	$1.0M
RECSColumbia ETF Tr I	0.7%	0.6%	22,897	-0.4%	$1.0M
AVUVAmerican Centy ETF Tr	0.7%	0.7%	8,626	-0.4%	$1.0M
EXGEaton Vance Tax-Managed Glob	0.7%	0.7%	107,825	+1.5%	$1.0M
TPXSomnigroup International Inc	0.7%	0.8%	16,252	+0.0%	$1.0M
MPWRMonolithic Pwr Sys Inc	0.6%	0.7%	730	-12.2%	$983K
TSLATesla Inc	0.6%	0.7%	2,716	+0.0%	$964K
FBTFirst Tr Exchange-Traded Fd	0.6%	0.6%	3,449	+0.0%	$939K
WCNWaste Connections Inc	0.6%	0.7%	6,061	-2.2%	$933K
COSTCostco Wholesale Corporation	0.6%	0.6%	964	+2.0%	$878K
CATCaterpillar Inc	0.5%	0.8%	1,024	-9.6%	$830K
CVSCvs Health Corp	0.5%	0.6%	9,036	-1.7%	$774K
HDHome Depot Inc	0.5%	0.6%	2,710	+1.5%	$771K
WCPBNorthern Lts Fd Tr II	0.5%	—	30,832	—	$747K
NNNNnn REIT Inc	0.5%	—	17,781	—	$731K
FPXFirst Trust	0.5%	—	4,072	—	$726K

What Morey & Quinn Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$153.4M	139
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 Q3 2026 and filed Oct 28, 2026, lists 139 positions worth $153.4M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 7.7%, Nvidia Corporation (NVDA) at 6.5%, Apple Inc (AAPL) at 6.4%, First Tr Exchange-Traded Fd (FTCS) at 4.8% and Microsoft Corp (MSFT) at 2.9%.

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

In Q3 2026, Morey & Quinn Wealth Partners, LLC added Vanguard Index Fds (VOO) (+43.8% shares), Vanguard Index Fds (VTI) (+30.4% shares) and Invesco Qqq Tr (QQQ) (+23.6% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Morey & Quinn Wealth Partners, LLC cut from its top 50 Oneok Inc New (OKE), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 First Tr Exchange-Traded Fd (LMBS), Monolithic Pwr Sys Inc (MPWR) (-12.2% shares), Caterpillar Inc (CAT) (-9.6% shares) and Ftai Aviation Ltd (FTAI) (-9.3% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $153.4M.