Morey & Quinn Wealth Partners
Morey & Quinn Wealth Partners reported 139 stocks worth $153M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are BRK.B (7.7%), NVDA (6.5%) and AAPL (6.4%). Compared with Q2 2026, the fund added to NVDA, AAPL and MSFT, trimmed BRK.B, FTCS and UNP and sold out of OKE, XOM and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $11.8M | 7.7% | 24K | −186 (−1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $9.9M | 6.5% | 44K | +137 (+0%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $9.8M | 6.4% | 30K | +49 (+0%) | 8 of 8 | |
| 4 |  FTCS First Trust | $7.3M | 4.8% | 78K | −506 (−1%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $4.5M | 2.9% | 8,805 | +85 (+1%) | 8 of 8 | |
| 6 |  TDIV First Trust | $4.4M | 2.9% | 39K | +123 (+0%) | 8 of 8 | |
| 7 |  UNP Union Pac Corp | $4.1M | 2.7% | 15K | −25 (−0%) | 8 of 8 | |
| 8 |  FV First Trust | $3.9M | 2.6% | 54K | +928 (+2%) | 8 of 8 | |
| 9 |  JGRO J P Morgan Exchange Traded F | $3.6M | 2.3% | 37K | +783 (+2%) | 7 of 8 | |
| 10 |  VOO Vanguard S&P 500 ETF | $3.5M | 2.3% | 5,041 | +1,535 (+44%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OKE Oneok Inc New | $1.1M | 13K |
 XOM Exxon Mobil Corp | $940K | 6,876 |
 IBM Ibm Corp | $250K | 888 |
 CBRE Cbre Group Inc | $246K | 1,829 |
 DTE Dte Energy Co | $218K | 1,429 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Morey & Quinn Wealth Partners 13F FAQ
What does Morey & Quinn Wealth Partners own?
Morey & Quinn Wealth Partners reported 139 stocks worth $153M in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are BRK.B (7.7%), NVDA (6.5%) and AAPL (6.4%). The table above lists every position in the filing (the top 10 without an account).
What did Morey & Quinn Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 48 added to, 44 trimmed and 8 sold out. It sold all of OKE, XOM and IBM.
When will Morey & Quinn Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Morey & Quinn Wealth Partners's portfolio worth?
The Q3 2026 filing reports $153M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.