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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 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FFSM FIDELITY COVINGTON TRUST 13,244.0 $423K 0.17% -4K -23.7% $31.95 +13.0%
42 XLY SELECT SECTOR SPDR TR 3,776.0 $411K 0.16% -2K -33.8% $108.97 +12.0%
43 CALM CAL MAINE FOODS INC Consumer Defensive 5,116.0 $405K 0.16% -293.0 -5.4% $79.15 -3.4%
44 RIO RIO TINTO PLC Basic Materials 4,255.0 $397K 0.16% -2K -34.9% $93.29 +14.2%
45 CUBE CUBESMART Real Estate 10,762.0 $394K 0.15% -1K -10.8% $36.65 +10.6%
46 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,471.0 $386K 0.15% -1K -18.8% $70.50 -7.5%
47 MRK MERCK & CO INC Healthcare 3,154.0 $379K 0.15% -58.0 -1.8% $120.29 -0.3%
48 IIM INVESCO VALUE MUN INCOME TR Financial Services 30,877.0 $375K 0.15% -23K -43.0% $12.16 +1.7%
49 MTUM ISHARES TR 1,521.0 $365K 0.14% -9K -86.2% $240.03 +31.1%
50 AVAV AEROVIRONMENT INC Industrials 1,916.0 $351K 0.14% -136.0 -6.6% $183.06 +17.1%
51 IYW ISHARES TR 1,856.0 $337K 0.13% -9K -82.3% $181.47 +37.5%
52 VUG VANGUARD INDEX FDS 703.0 $307K 0.12% -6.0 -0.8% $436.48 -79.6%
53 C CITIGROUP INC Financial Services 2,692.0 $305K 0.12% -150.0 -5.3% $113.39 +9.9%
54 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,112.0 $300K 0.12% -2K -41.1% $96.48 +3.8%
55 TIP ISHARES TR 2,673.0 $295K 0.12% -258.0 -8.8% $110.34 +0.8%
56 NFLX NETFLIX INC. Communication Services 2,980.0 $287K 0.11% -580.0 -16.3% $96.15 -10.2%
57 CTRE CARETRUST REIT INC Real Estate 7,790.0 $286K 0.11% -1K -15.1% $36.65 +12.5%
58 ABBV ABBVIE INC Healthcare 1,238.0 $269K 0.11% -25.0 -2.0% $217.53 +0.5%
59 ADC AGREE RLTY CORP Real Estate 2,918.0 $220K 0.09% -440.0 -13.1% $75.38 -1.1%
Page 3 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%