Wealth Quarterback LLC
Top Portfolio Positions
115 positions ·
$133,253,525 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
181,382 | $15,990,637 | 12.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
17,793 | $10,269,763 | 7.71% | |
| AAPL |
Apple Inc.
Technology
|
37,000 | $9,390,230 | 7.05% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
103,605 | $6,115,803 | 4.59% | |
| MSFT |
Microsoft Corp
Technology
|
10,723 | $3,969,332 | 2.98% | |
| NVDA |
Nvidia Corp
Technology
|
21,691 | $3,782,910 | 2.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,614 | $3,251,927 | 2.44% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,575 | $2,981,774 | 2.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,547 | $2,745,335 | 2.06% | |
| SLV |
iShares Silver Trust
|
33,204 | $2,262,520 | 1.70% |
Portfolio Trend
Holdings in TLS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,130 | 27,000 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $137,700 | 27,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $184,680 | 27,000 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $85,590 | 27,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $64,260 | 27,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $92,340 | 27,000 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $96,930 | 27,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $108,540 | 27,000 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $112,320 | 27,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $98,550 | 27,000 | Shares | Sole | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||