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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $254M AUM 163 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 62 Added 59 Reduced 4 Exited
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 56,554.0 $36.9M 14.54% -26K -31.9% $653.21 +16.0%
2 IAU ISHARES GOLD TR Financial Services 181,382.0 $16.0M 6.30% -20K -9.9% $88.16 -3.9%
3 QQQ INVESCO QQQ TR Financial Services 17,793.0 $10.3M 4.04% -21K -53.9% $577.18 +27.4%
4 AAPL APPLE INC Technology 37,000.0 $9.4M 3.70% -2K -4.8% $253.79 +22.4%
5 DVY ISHARES TR 43,466.0 $6.6M 2.59% -4K -7.9% $151.41 +2.4%
6 SMH VANECK ETF TRUST 16,208.0 $6.2M 2.45% -4K -18.3% $383.41 +56.7%
7 EFV ISHARES TR 40,869.0 $3.0M 1.20% -5K -11.7% $74.35 +5.9%
8 XOM EXXON MOBIL CORP Energy 17,575.0 $3.0M 1.17% -522.0 -2.9% $169.66 -13.3%
9 FENY FIDELITY COVINGTON TRUST 85,709.0 $2.9M 1.15% -5K -5.5% $34.02 -7.1%
10 AMD ADVANCED MICRO DEVICES INC Technology 10,714.0 $2.2M 0.86% -845.0 -7.3% $203.42 +154.5%
11 WMT WALMART INC Consumer Defensive 15,836.0 $2.0M 0.78% -3K -17.5% $124.28 -4.9%
12 GLD SPDR GOLD TR Financial Services 4,553.0 $2.0M 0.77% -620.0 -12.0% $430.28 -3.9%
13 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,902.0 $1.9M 0.75% -194.0 -9.3% $996.30 +0.2%
14 LMT LOCKHEED MARTIN CORP Industrials 3,096.0 $1.9M 0.74% -289.0 -8.5% $604.41 -11.4%
15 ASML ASML HLDG NV Technology 1,266.0 $1.7M 0.66% -229.0 -15.3% $1321.19 +21.9%
16 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,102.0 $1.6M 0.65% -6K -17.4% $60.65 -6.1%
17 CVX CHEVRON CORPORATION Energy 7,527.0 $1.6M 0.61% -592.0 -7.3% $206.89 -11.7%
18 TSLA TESLA INC Consumer Cyclical 3,499.0 $1.3M 0.51% -84.0 -2.3% $371.72 +18.7%
19 VZ VERIZON COMMUNICATIONS INC Communication Services 25,284.0 $1.3M 0.50% -1K -4.7% $50.20 -4.4%
20 LLY ELI LILLY & CO Healthcare 1,356.0 $1.2M 0.49% -273.0 -16.8% $920.09 +22.4%
Page 1 of 3  ·  59 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.5%
Technology 21.5%
Industrials 7.5%
Energy 6.5%
Healthcare 6.1%
Consumer Defensive 6.0%
Communication Services 5.9%
Consumer Cyclical 4.9%
Utilities 2.6%
Real Estate 1.7%