Morey & Quinn Wealth Partners, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $373,428,329 | Individuals and high net worth (99%) |
| Apr 2025 to Mar 2026 | $328,143,597 | Individuals and high net worth (100%) |
| Jan 2025 to Mar 2025 | $321,233,226 | Individuals and high net worth (100%) |
| Sep 2024 to Dec 2024 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 67.5%; sector active share 31.3% against the combined 13F book's sector weights.
Over time 7 measured quarters
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
142 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.5% | $56,334,458 |
| Technology | 18.0% | $27,879,367 |
| Financial Services | 14.3% | $22,151,732 |
| Industrials | 11.4% | $17,588,708 |
| Consumer Cyclical | 4.9% | $7,583,169 |
| Consumer Defensive | 3.5% | $5,364,052 |
| Healthcare | 2.9% | $4,556,545 |
| Energy | 2.8% | $4,273,259 |
| Communication Services | 2.6% | $4,067,912 |
| Real Estate | 2.4% | $3,777,240 |
| Utilities | 0.6% | $895,157 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVDE | Avantis International Equity ETF | +2,410 | 4,867 | $434,136 | |
| JGRO | JPMorgan Active Growth ETF | +1,677 | 36,074 | $3,556,535 | |
| — | +1,638 | 4,095 | $229,975 | ||
| AVIG | Avantis Core Fixed Income ETF | +1,420 | 14,154 | $586,117 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | +755 | 5,190 | $318,977 | |
| RECS | Columbia Research Enhanced Core ETF | +647 | 22,978 | $994,487 | |
| JEPI | JPMorgan Equity Premium Income ETF | +432 | 4,154 | $234,617 | |
| FNX | First Trust Mid Cap Core AlphaDEX Fund | +342 | 3,120 | $456,612 | |
| VIG | Vanguard Specialized Funds | +247 | 1,255 | $296,958 | |
| VOO | VANGUARD 500 INDEX FUND | +243 | 3,506 | $2,407,955 | |
| KO | Coca Cola Co | +236 | 7,001 | $568,971 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +218 | 2,454 | $908,078 | |
| JPST | JPMorgan Ultra-Short Income ETF | +177 | 5,298 | $267,919 | |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | +165 | 5,247 | $226,355 | |
| MDT | Medtronic plc | +157 | 2,882 | $225,458 | |
| PG | PROCTER & GAMBLE Co | +152 | 3,147 | $461,476 | |
| NEE | Nextera Energy Inc | +152 | 4,919 | $431,740 | |
| USMV | iShares MSCI USA Min Vol Factor ETF | +113 | 2,460 | $0 | |
| CBRE | Cbre Group, Inc. | +100 | 1,829 | $246,348 | |
| JPM | Jpmorgan Chase & Co | +95 | 1,666 | $545,331 | |
| QQQ | Invesco Qqq Trust, Series 1 | +86 | 1,485 | $1,093,554 | |
| XOM | ExxonMobil Holdings Corp | +84 | 6,876 | $940,086 | |
| SPY | Spdr S&P 500 ETF Trust | +65 | 572 | $427,152 | |
| RTX | RTX Corp | +56 | 1,766 | $335,063 | |
| FIW | First Trust Water ETF | +44 | 12,352 | $1,352,791 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STWD | Starwood Property Trust, Inc. | −9,865 | 12,703 | $208,075 | |
| EPD | Enterprise Products Partners L.P. | −6,256 | 53,482 | $1,965,998 | |
| EXG | Eaton Vance Tax-Managed Global Diversified Equity Income Fund | −5,300 | 106,205 | $1,041,871 | |
| ETY | Eaton Vance Tax-Managed Diversified Equity Income Fund | −4,940 | 45,926 | $667,764 | |
| NNN | Nnn REIT, Inc. | −4,320 | 17,781 | $827,349 | |
| FVD | First Trust Value Line Dividend Index Fund | −3,070 | 69,542 | $3,350,533 | |
| ERC | Allspring Multi-Sector Income Fund | −2,400 | 61,031 | $562,095 | |
| FTCS | First Trust Capital Strength ETF | −1,813 | 78,413 | $7,364,548 | |
| OKE | Oneok Inc | −1,632 | 13,123 | $1,140,913 | |
| FPF | First Trust Intermediate Duration Preferred & Income Fund | −1,600 | 13,192 | $239,698 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | −1,570 | 26,054 | $1,190,667 | |
| NREF | NexPoint Real Estate Finance, Inc. | −1,322 | 36,562 | $566,711 | |
| WELL | Welltower Inc. | −1,300 | 5,698 | $1,293,275 | |
| FTAI | FTAI Aviation Ltd. | −1,278 | 22,295 | $6,031,466 | |
| ACRE | Ares Commercial Real Estate Corp | −1,200 | 11,266 | $50,697 | |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | −1,153 | 13,341 | $649,173 | |
| CVS | CVS HEALTH Corp | −1,149 | 9,192 | $950,912 | |
| JQUA | JPMorgan U.S. Quality Factor ETF | −1,069 | 4,155 | $300,323 | |
| WMT | Walmart Inc. | −870 | 22,037 | $2,495,910 | |
| FTGS | First Trust Growth Strength ETF | −867 | 27,203 | $1,006,565 | |
| T | At&T Inc. | −861 | 19,549 | $404,664 | |
| KORP | American Century Diversified Corporate Bond ETF | −756 | 4,680 | $219,258 | |
| MAA | Mid America Apartment Communities Inc. | −745 | 2,834 | $393,755 | |
| UPGD | Victory Portfolios II | −725 | 3,979 | $325,999 | |
| ILDR | First Trust Innovation Leaders ETF | −667 | 24,985 | $980,536 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 3,627 | $506,438 | |
| SPYI | NEOS S&P 500(R) High Income ETF | 6,175 | $327,830 | |
| ASML | Asml Holding NV | 118 | $234,753 | |
| WTFC | Wintrust Financial Corp | 1,314 | $211,186 | |
| MS | Morgan Stanley | 993 | $207,576 | |
| FTXL | First Trust Nasdaq Semiconductor ETF | 713 | $203,169 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 23,839 | $11,928,797 | 7.72% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 43,380 | $8,679,904 | 5.62% | |
| AAPL |
Apple Inc.
Technology
|
Added | 29,488 | $8,532,647 | 5.52% | |
| FTCS |
First Trust Capital Strength ETF
|
Reduced | 78,413 | $7,364,548 | 4.77% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
Reduced | 22,295 | $6,031,466 | 3.90% | |
| TDIV |
First Trust NASDAQ Technology Dividend Index Fund
|
Reduced | 38,715 | $4,447,579 | 2.88% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 15,025 | $4,086,800 | 2.65% | |
| FV |
First Trust Dorsey Wright Focus 5 ETF
|
Added | 52,856 | $4,010,713 | 2.60% | |
| JGRO |
JPMorgan Active Growth ETF
|
Added | 36,074 | $3,556,535 | 2.30% | |
| FVD |
First Trust Value Line Dividend Index Fund
|
Reduced | 69,542 | $3,350,533 | 2.17% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 8,720 | $3,252,734 | 2.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,390 | $2,714,692 | 1.76% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 22,037 | $2,495,910 | 1.62% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 3,506 | $2,407,955 | 1.56% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 9,802 | $2,332,287 | 1.51% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 3 | $2,246,550 | 1.45% | |
| MU |
Micron Technology Inc
Technology
|
Added | 1,731 | $1,998,075 | 1.29% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 53,482 | $1,965,998 | 1.27% | |
| DE |
Deere & Co
Industrials
|
Reduced | 2,947 | $1,869,370 | 1.21% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
Reduced | 22,206 | $1,800,018 | 1.17% | |
| FEX |
First Trust Large Cap Core AlphaDEX Fund
|
Reduced | 11,907 | $1,665,432 | 1.08% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 3,907 | $1,380,460 | 0.89% | |
| FXH |
First Trust Health Care AlphaDEX Fund
|
Reduced | 11,104 | $1,359,129 | 0.88% | |
| FIW |
First Trust Water ETF
|
Added | 12,352 | $1,352,791 | 0.88% | |
| MAR |
Marriott International Inc
Consumer Cyclical
|
Added | 3,498 | $1,296,323 | 0.84% | |
| WELL |
Welltower Inc.
Real Estate
|
Reduced | 5,698 | $1,293,275 | 0.84% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
Held | 16,252 | $1,274,156 | 0.82% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,133 | $1,206,531 | 0.78% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,374 | $1,205,766 | 0.78% | |
| DIVO |
Amplify CWP Enhanced Dividend Income ETF
|
Reduced | 26,054 | $1,190,667 | 0.77% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
Held | 831 | $1,148,741 | 0.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 2,716 | $1,142,349 | 0.74% | |
| OKE |
Oneok Inc
Energy
|
Reduced | 13,123 | $1,140,913 | 0.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,485 | $1,093,554 | 0.71% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Reduced | 8,660 | $1,080,421 | 0.70% | |
| LECO |
Lincoln Electric Holdings Inc
Industrials
|
Held | 4,030 | $1,070,005 | 0.69% | |
| FXL |
First Trust Technology AlphaDEX Fund
|
Added | 4,900 | $1,064,378 | 0.69% | |
| EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Financial Services
|
Reduced | 106,205 | $1,041,871 | 0.67% | |
| WCN |
Waste Connections, Inc.
Industrials
|
Reduced | 6,196 | $1,032,811 | 0.67% | |
| FTGS |
First Trust Growth Strength ETF
|
Reduced | 27,203 | $1,006,565 | 0.65% | |
|
|
Reduced | 11,143 | $1,001,198 | 0.65% | ||
| RECS |
Columbia Research Enhanced Core ETF
|
Added | 22,978 | $994,487 | 0.64% | |
| ILDR |
First Trust Innovation Leaders ETF
|
Reduced | 24,985 | $980,536 | 0.63% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 9,192 | $950,912 | 0.62% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 2,669 | $941,302 | 0.61% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 6,876 | $940,086 | 0.61% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 2,454 | $908,078 | 0.59% | |
| LMBS |
First Trust Low Duration Opportunities ETF
|
Added | 17,841 | $888,124 | 0.57% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Reduced | 945 | $884,019 | 0.57% | |
| FBT |
First Trust NYSE Arca Biotechnology Index Fund
|
Held | 3,449 | $854,972 | 0.55% |
Showing the top 50 of 142 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.