1y return+17.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $121 against $127 in the S&P 500.2
Morey & Quinn Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $11.9M | 7.7% | −2.5% |
| NVDANvidia Corporation | $8.7M | 5.6% | |
| AAPLApple Inc | $8.5M | 5.5% | |
| FTCSFirst Tr Exchange-traded Fd | $7.4M | 4.7% | −2.3% |
| Ftai Aviation LtdCUSIP G3730V105 | $6.0M | 3.9% | −5.4% |
| TDIVFirst Tr Exchange Traded Fd | $4.4M | 2.9% | |
| UNPUnion Pac Corp | $4.1M | 2.6% | −2.1% |
| FVFirst Tr Exchange Traded Fd | $4.0M | 2.6% | |
| JGROJ P Morgan Exchange Traded F | $3.6M | 2.3% | +4.9% |
| FVDFirst Tr Exchange-traded Fd | $3.4M | 2.2% | −4.2% |
| MSFTMicrosoft Corp | $3.3M | 2.1% | −2.8% |
| AMZNAmazon Com Inc | $2.7M | 1.7% | |
| WMTWalmart Inc | $2.5M | 1.6% | −3.8% |
| VOOVanguard Index Fds | $2.4M | 1.5% | +7.4% |
| ALLAllstate Corp | $2.3M | 1.5% | −2.6% |
| BRK/ABerkshire Hathaway Inc Del | $2.2M | 1.4% | |
| MUMicron Technology Inc | $2.0M | 1.3% | +1.6% |
| EPDEnterprise Prods Partners L | $2.0M | 1.3% | −10.5% |
| DEDeere & Co | $1.9M | 1.2% | −2.1% |
| RDVYFirst Tr Exchange Traded Fd | $1.8M | 1.2% | |
| FEXFirst Tr Exchange-traded Alp | $1.7M | 1.1% | |
| GOOGAlphabet Inc | $1.4M | 0.9% | −1.8% |
| FXHFirst Tr Exchange-traded Fd | $1.4M | 0.9% | −3.1% |
| FIWFirst Tr Exchange-traded Fd | $1.4M | 0.9% | |
| MARMarriott Intl Inc New | $1.3M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $1.2M |
| MPWRMonolithic Pwr Sys Inc | December 31, 2024 | +133.6% | $1.1M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $1.2M |
| Ftai Aviation LtdCUSIP G3730V105 | December 31, 2024 | +87.8% | $6.0M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $1.4M |
| WELLWelltower Inc | December 31, 2024 | +80.1% | $1.3M |
| MARMarriott Intl Inc New | March 31, 2025 | +55.6% | $1.3M |
| DEDeere & Co | December 31, 2024 | +49.7% | $1.9M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $8.7M |
| TDIVFirst Tr Exchange Traded Fd | December 31, 2024 | +46.4% | $4.4M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.0% | +14.8% |
| March 31, 2026 | −1.8% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +7.3% | +7.8% |
| June 30, 2025 | +4.2% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Morey & Quinn Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2055521&type=13F-HR&dateb=&owner=include&count=40CIK 2055521
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2055521/000205552126000004/Filed July 27, 2026 · accession 0002055521-26-000004