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Morey & Quinn Wealth Partners - Q1 2026 13F Filings

MO

Morey & Quinn Wealth Partners, LLC

CIK: 0002055521
Address: Nebraska Omaha 11225 Davenport St Suite 109
$140.6 M
Portfolio Value
136
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. WMT Walmart
+$382,161.01
2. VTI Vanguard Total Stock Market Etf
+$308,647.55
3. UNP Union Pacific Corporation
+$293,571.93
4. VOO Vanguard S&P 500 Etf
+$267,678.28
5. Nuveen S&P 500 Dynam Overwr
+$238,561

Top Sells

Q1 2026
1. Nuveen Dow 30 Dynamic Overwr
−$254,475
2. INTU Intuit
−$233,172
3. LOW Lowe's Companies
−$201,828
4. FTCS First Trust Capital Strength Etf
−$93,501.52
5. FVD First Trust Value Line Dividend Index Fund
−$85,876.72

Asset Allocation

Stocks/ETFs
+0.95%
$140.6 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Morey & Quinn Wealth Partners Q1 2026 Filing Summary

Morey & Quinn Wealth Partners, LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 140.6 M reflecting a +0.95% change from the prior quarter, spanning 136 assets. The top 10 holdings comprised 40.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 3 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Morey & Quinn Wealth Partners’s Q1 2026 Filing

Morey & Quinn Wealth Partners submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Morey & Quinn Wealth Partners reported a managed portfolio value of 140.6 M, consisting of 136 individual positions.

This page displays the raw filing documents. To see which stocks Morey & Quinn Wealth Partners bought or sold during Q1 2026, please visit Morey & Quinn Wealth Partners's Portfolio Analysis page.