Morrissey Wealth Management, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 92.1%; sector active share 84.1% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
30 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.0% | $155,761,229 |
| Consumer Cyclical | 1.5% | $2,472,055 |
| Technology | 0.7% | $1,088,782 |
| Financial Services | 0.4% | $636,674 |
| Industrials | 0.3% | $446,434 |
| Energy | 0.1% | $217,248 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
First | 250,339 | $21,999,791 | 13.70% | |
| SPYV |
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
|
First | 288,113 | $17,514,389 | 10.90% | |
| JPST |
JPMorgan Ultra-Short Income ETF
|
First | 311,291 | $15,741,985 | 9.80% | |
| JBND |
JPMorgan Active Bond ETF
|
First | 280,784 | $15,021,944 | 9.35% | |
|
|
First | 256,221 | $14,776,265 | 9.20% | ||
| SPYG |
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF
|
First | 97,536 | $11,605,808 | 7.23% | |
| MGK |
VANGUARD MEGA CAP GROWTH INDEX FUND
|
First | 112,667 | $9,904,555 | 6.17% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
First | 145,749 | $9,846,802 | 6.13% | |
|
|
First | 380,967 | $9,535,604 | 5.94% | ||
| SPTL |
State Street(R) SPDR(R) Portfolio Long Term Treasury ETF
|
First | 354,771 | $9,305,643 | 5.79% | |
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
First | 81,236 | $8,178,028 | 5.09% | |
| SLYV |
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
First | 72,196 | $7,877,305 | 4.90% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
First | 5,104 | $1,891,491 | 1.18% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
First | 16,072 | $809,868 | 0.50% | |
| MGV |
VANGUARD MORNINGSTAR MEGA CAP VALUE INDEX FUND
|
First | 4,642 | $758,734 | 0.47% | |
| SPHB |
Invesco Ltd.
Financial Services
|
First | 4,092 | $636,674 | 0.40% | |
| VB |
Vanguard Index Funds
|
First | 1,969 | $596,843 | 0.37% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
First | 6,561 | $595,673 | 0.37% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,384 | $516,259 | 0.32% | |
|
|
First | 17,359 | $503,584 | 0.31% | ||
| RTX |
RTX Corp
Industrials
|
First | 2,353 | $446,434 | 0.28% | |
| XLRE |
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
First | 9,713 | $427,663 | 0.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 1,092 | $385,126 | 0.24% | |
| AAPL |
Apple Inc.
Technology
|
First | 1,303 | $377,036 | 0.23% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
First | 1,253 | $273,066 | 0.17% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 699 | $258,657 | 0.16% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
First | 4,423 | $229,022 | 0.14% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 1,589 | $217,248 | 0.14% | |
| NVDA |
Nvidia Corp
Technology
|
First | 977 | $195,487 | 0.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 820 | $195,438 | 0.12% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.