Morey & Quinn Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Morey & Quinn Wealth Partners, LLC reported 143 stock positions worth $155.5 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.7% of the portfolio, followed by Nvidia (NVDA, 5.6%) and Apple (AAPL, 5.5%). Compared with Q1 2026, it opened 7 new positions, added to 40 and reduced 69. The biggest buy was Micron Technology (MU, shares +2%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002055521
- Portfolio Value
- $155.5M (Q2 2026)
- SEC Filing
- 0002055521-26-000004 ↗ filed Jul 27, 2026
Holdings Value
Holdings 143 stocks · $155.5M
| BRK.B Berkshire Hathaway Inc. Class B | 7.67% | 23,839 | $11.9M | Reduce -2.5% |
| NVDA Nvidia Corp. | 5.58% | 43,380 | $8.7M | Reduce -0.8% |
| AAPL Apple Inc. | 5.49% | 29,488 | $8.5M | Add +0.1% |
| FTCS First Trust Capital Strength | 4.74% | 78,413 | $7.4M | Reduce -2.3% |
| FTAI Ftai Aviation Ltd. | 3.88% | 22,295 | $6.0M | Reduce -5.4% |
| TDIV FT Nasdaq Tech DVD Index FD | 2.86% | 38,715 | $4.4M | Reduce -0.2% |
| UNP Union Pacific Corp. | 2.63% | 15,025 | $4.1M | Reduce -2.1% |
| FV First Trust DW Focus 5 Fund | 2.58% | 52,856 | $4.0M | Add +0.1% |
| JGRO JPMorgan Active Growth ETF | 2.29% | 36,074 | $3.6M | Add +4.9% |
| FVD First Trust Value Line DVD | 2.16% | 69,542 | $3.4M | Reduce -4.2% |
| MSFT Microsoft Corp. | 2.09% | 8,720 | $3.3M | Reduce -2.8% |
| AMZN Amazon.com Inc. | 1.75% | 11,390 | $2.7M | Reduce -0.0% |
| WMT Walmart Inc. | 1.61% | 22,037 | $2.5M | Reduce -3.8% |
| VOO Vanguard S&P 500 ETF | 1.55% | 3,506 | $2.4M | Add +7.5% |
| ALL Allstate Corp. | 1.50% | 9,802 | $2.3M | Reduce -2.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.45% | 3 | $2.2M | No change |
| MU Micron Technology Inc. | 1.29% | 1,731 | $2.0M | Add +1.6% |
| EPD Enterprise Products Partners | 1.26% | 53,482 | $2.0M | Reduce -10.5% |
| DE Deere & Co. | 1.20% | 2,947 | $1.9M | Reduce -2.1% |
| RDVY First Trust Rising Dividend | 1.16% | 22,206 | $1.8M | Reduce -0.3% |
| FEX First Trust Large Cap Core A | 1.07% | 11,907 | $1.7M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.89% | 3,907 | $1.4M | Reduce -1.8% |
| FXH First Trust Health Care Alph | 0.87% | 11,104 | $1.4M | Reduce -3.1% |
| FIW First Trust Water ETF | 0.87% | 12,352 | $1.4M | Add +0.4% |
| MAR Marriott International Class A | 0.83% | 3,498 | $1.3M | Add +0.4% |
| WELL Welltower Inc. | 0.83% | 5,698 | $1.3M | Reduce -18.6% |
| SGI Somnigroup International Inc. | 0.82% | 16,252 | $1.3M | No change |
| CAT Caterpillar Inc. | 0.78% | 1,133 | $1.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.78% | 3,374 | $1.2M | Reduce -0.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.77% | 26,054 | $1.2M | Reduce -5.7% |
| MPWR Monolithic Power Systems Inc. | 0.74% | 831 | $1.1M | No change |
| TSLA Tesla Inc. | 0.73% | 2,716 | $1.1M | Reduce -4.5% |
| OKE Oneok Inc. | 0.73% | 13,123 | $1.1M | Reduce -11.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.70% | 1,485 | $1.1M | Add +6.2% |
| AVUV Avantis US Small Cap Value | 0.69% | 8,660 | $1.1M | Reduce -1.8% |
| LECO Lincoln Electric Holdings | 0.69% | 4,030 | $1.1M | No change |
| FXL First Trust Technology Alpha | 0.68% | 4,900 | $1.1M | Add +0.3% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.67% | 106,205 | $1.0M | Reduce -4.8% |
| WCN Waste Connections Inc. | 0.66% | 6,196 | $1.0M | Reduce -1.5% |
| FTGS First Trust Grwth Strgth ETF | 0.65% | 27,203 | $1.0M | Reduce -3.1% |
| CIBR First Trust Nasdaq Cybersecu | 0.64% | 11,143 | $1.0M | Reduce -2.5% |
| RECS Columbia Resear Enh Cor ETF | 0.64% | 22,978 | $994K | Add +2.9% |
| ILDR First Trust Innovation Leade | 0.63% | 24,985 | $981K | Reduce -2.6% |
| CVS CVS Health Corp. | 0.61% | 9,192 | $951K | Reduce -11.1% |
| HD Home Depot Inc. | 0.61% | 2,669 | $941K | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.60% | 6,876 | $940K | Add +1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 2,454 | $908K | Add +9.8% |
| LMBS First Trust Low Duration Opp | 0.57% | 17,841 | $888K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.57% | 945 | $884K | Reduce -1.3% |
| FBT First Trust Nyse Arca Biotec | 0.55% | 3,449 | $855K | No change |
| FPX First Trust US Equity Opport | 0.54% | 4,067 | $839K | Reduce -2.0% |
| NNN NNN REIT Inc. | 0.53% | 17,781 | $827K | Reduce -19.6% |
| FTA First Trust L C Val Alp | 0.48% | 7,650 | $741K | No change |
| ORCL Oracle Corp. | 0.47% | 4,944 | $725K | Reduce -0.9% |
| LLY Eli Lilly & Co. | 0.47% | 603 | $723K | Reduce -4.6% |
| UNH Unitedhealth Group Inc. | 0.46% | 1,728 | $718K | Add +0.4% |
| NXTG First Trust Indxx Nextg ETF | 0.44% | 4,470 | $685K | Reduce -3.3% |
| XETYX Eaton Vance Tax-MGD Div Eqty | 0.43% | 45,926 | $668K | Reduce -9.7% |
| FYX First Trust Small Cap Core A | 0.42% | 4,563 | $658K | Add +0.0% |
| FDL First Trust Morn DVD Lead Inc. | 0.42% | 13,341 | $649K | Reduce -8.0% |
| CW Curtiss-Wright Corp. | 0.41% | 831 | $630K | Reduce -4.6% |
| AMD Advanced Micro Devices | 0.39% | 1,035 | $601K | Reduce -9.6% |
| V Visa Inc. Class A | 0.38% | 1,717 | $589K | No change |
| AVIG Avantis Core Fixed Income | 0.38% | 14,154 | $586K | Add +11.2% |
| KO The Coca-Cola Co. | 0.37% | 7,001 | $569K | Add +3.5% |
| NREF Nexpoint Real Estate Finance | 0.36% | 36,562 | $567K | Reduce -3.5% |
| ERC Allspring Multi-Sector Inc. | 0.36% | 61,031 | $562K | Reduce -3.8% |
| JHI John Hancock Investors TR | 0.36% | 41,477 | $552K | No change |
| JPM JPMorgan Chase & Co. | 0.35% | 1,666 | $545K | Add +6.0% |
| VMI Valmont Industries | 0.34% | 920 | $531K | No change |
| FDN First Trust DJ Internet Ind | 0.33% | 1,946 | $515K | Reduce -6.3% |
| ROBT First Trust Nasdaq Artificia | 0.33% | 9,010 | $507K | Reduce -1.1% |
| INTC Intel Corp. | 0.33% | 3,627 | $506K | New |
| BSX Boston Scientific Corp. | 0.32% | 11,625 | $496K | Add +0.3% |
| MCK McKesson Corp. | 0.32% | 650 | $491K | Reduce -0.6% |
| CP Canadian Pacific Kansas City | 0.32% | 5,668 | $491K | No change |
| MRK Merck & Co. Inc. | 0.32% | 3,811 | $490K | No change |
| FTC First Trust Large Cap Growth | 0.31% | 2,489 | $482K | No change |
| QCOM Qualcomm Inc. | 0.31% | 2,605 | $481K | Add +0.7% |
| AVLV Avantis US Large Cap Value | 0.30% | 5,075 | $463K | Reduce -10.7% |
| AMGN Amgen Inc. | 0.30% | 1,275 | $462K | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.30% | 3,147 | $461K | Add +5.1% |
| FNX First Trust Mid Cap Core Alp | 0.29% | 3,120 | $457K | Add +12.3% |
| VZ Verizon Communications Inc. | 0.29% | 10,684 | $452K | Reduce -0.3% |
| CRM Salesforce Inc. | 0.29% | 2,874 | $450K | Reduce -0.0% |
| PEP Pepsico Inc. | 0.28% | 3,262 | $442K | Reduce -0.9% |
| FPE FT-Preferred Secur & Inc. ETF | 0.28% | 24,555 | $439K | Add +0.0% |
| AVDE Avantis International Equity | 0.28% | 4,867 | $434K | Add +98.1% |
| NEE Nextera Energy Inc. | 0.28% | 4,919 | $432K | Add +3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 572 | $427K | Add +12.8% |
| WCPB Weitz Core Plus Bond ETF | 0.27% | 16,619 | $421K | New |
| FTSL First Trust Senior Loan ETF | 0.27% | 9,244 | $414K | Reduce -0.3% |
| T AT&T Inc. | 0.26% | 19,549 | $405K | Reduce -4.2% |
| MAA Mid-America Apartment Comm | 0.25% | 2,834 | $394K | Reduce -20.8% |
| AVT Avnet Inc. | 0.25% | 4,389 | $390K | Reduce -1.2% |
| RJF Raymond James Financial Inc. | 0.24% | 2,440 | $371K | Add +0.2% |
| QTEC First Trust Nasdq 100 Tech I | 0.23% | 1,080 | $362K | Add +0.5% |
| FXR First Trust Indst/Producers | 0.23% | 3,900 | $355K | No change |
| FTLS First Trust Long/Short Eqty | 0.23% | 4,769 | $352K | No change |
| FXD First Trust Consumer Discret | 0.22% | 5,028 | $348K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 7.67% | −0.66 |
| FTCS First Trust Capital Strength | Reduce -2.3% | 4.74% | −0.56 |
| WMT Walmart Inc. | Reduce -3.8% | 1.61% | −0.42 |
| EPD Enterprise Products Partners | Reduce -10.5% | 1.26% | −0.34 |
| FVD First Trust Value Line DVD | Reduce -4.2% | 2.16% | −0.27 |
| MSFT Microsoft Corp. | Reduce -2.8% | 2.09% | −0.27 |
| FTAI Ftai Aviation Ltd. | Reduce -5.4% | 3.88% | −0.23 |
| OKE Oneok Inc. | Reduce -11.1% | 0.73% | −0.21 |
| T AT&T Inc. | Reduce -4.2% | 0.26% | −0.16 |
| WELL Welltower Inc. | Reduce -18.6% | 0.83% | −0.15 |
| STWD Starwood Property Trust Inc. | Reduce -43.7% | 0.13% | −0.14 |
| NNN NNN REIT Inc. | Reduce -19.6% | 0.53% | −0.13 |
| DIVO Amplify CWP Enhan Divid ETF | Reduce -5.7% | 0.77% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 0.57% | −0.11 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -8.0% | 0.42% | −0.11 |
| CRM Salesforce Inc. | Reduce -0.0% | 0.29% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -0.3% | 0.29% | −0.09 |
| TSCO Tractor Supply Company | Reduce -3.3% | 0.14% | −0.09 |
| MCK McKesson Corp. | Reduce -0.6% | 0.32% | −0.09 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.28% | −0.08 |
| XETYX Eaton Vance Tax-MGD Div Eqty | Reduce -9.7% | 0.43% | −0.07 |
| WCN Waste Connections Inc. | Reduce -1.5% | 0.66% | −0.06 |
| CVX Chevron Corp. | Reduce -1.7% | 0.15% | −0.06 |
| MAA Mid-America Apartment Comm | Reduce -20.8% | 0.25% | −0.06 |
| ORCL Oracle Corp. | Reduce -0.9% | 0.47% | −0.06 |
| ERC Allspring Multi-Sector Inc. | Reduce -3.8% | 0.36% | −0.04 |
| KORP American Century Diversified | Reduce -13.9% | 0.14% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -16.7% | 0.15% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -4.2% | 0.22% | −0.04 |
| DTE DTE Energy Company | Reduce -16.0% | 0.14% | −0.04 |
| JQUA JPMorgan US Quality Factor | Reduce -20.5% | 0.19% | −0.03 |
| UPGD Invesco Bloomberg Analyst Ra | Reduce -15.4% | 0.21% | −0.03 |
| FTGS First Trust Grwth Strgth ETF | Reduce -3.1% | 0.65% | −0.03 |
| FPF First TR Interm Dur & Inc. | Reduce -10.8% | 0.15% | −0.03 |
| FTSL First Trust Senior Loan ETF | Reduce -0.3% | 0.27% | −0.03 |
| AVLV Avantis US Large Cap Value | Reduce -10.7% | 0.30% | −0.03 |
| AMGN Amgen Inc. | Reduce -0.6% | 0.30% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.19% | −0.02 |
| FXH First Trust Health Care Alph | Reduce -3.1% | 0.87% | −0.02 |
| UPS United Parcel Service Class B | Reduce -7.9% | 0.20% | −0.02 |
| UNP Union Pacific Corp. | Reduce -2.1% | 2.63% | −0.02 |
| TSLA Tesla Inc. | Reduce -4.5% | 0.73% | −0.02 |
| CW Curtiss-Wright Corp. | Reduce -4.6% | 0.41% | −0.02 |
| XEXGX Eaton Vance Tax-Managed Glob | Reduce -4.8% | 0.67% | −0.02 |
| FDN First Trust DJ Internet Ind | Reduce -6.3% | 0.33% | −0.01 |
| ACRE Ares Commercial Real Estate | Reduce -9.6% | 0.03% | −0.01 |
| IFV First Trust DW Focus 5 Intl | Reduce -1.7% | 0.14% | −0.01 |
| DE Deere & Co. | Reduce -2.1% | 1.20% | −0.00 |
| FXO First Trust Financial Alphad | Reduce -0.8% | 0.20% | −0.00 |
| NREF Nexpoint Real Estate Finance | Reduce -3.5% | 0.36% | +0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +1.6% | 1.29% | +0.88 |
| INTC Intel Corp. | New | 0.33% | +0.33 |
| FV First Trust DW Focus 5 Fund | Add +0.1% | 2.58% | +0.31 |
| WCPB Weitz Core Plus Bond ETF | New | 0.27% | +0.27 |
| JGRO JPMorgan Active Growth ETF | Add +4.9% | 2.29% | +0.22 |
| SPYI Neos S&P 500 High Income ETF | New | 0.21% | +0.21 |
| AAPL Apple Inc. | Add +0.1% | 5.49% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +7.5% | 1.55% | +0.16 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.15% | +0.15 |
| WTFC Wintrust Financial Corp. | New | 0.14% | +0.14 |
| MS Morgan Stanley | New | 0.13% | +0.13 |
| FXL First Trust Technology Alpha | Add +0.3% | 0.68% | +0.13 |
| AVDE Avantis International Equity | Add +98.1% | 0.28% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 0.46% | +0.13 |
| FTXL First Trust Nasdaq Semicondu | New | 0.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.2% | 0.70% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +9.8% | 0.58% | +0.07 |
| QCOM Qualcomm Inc. | Add +0.7% | 0.31% | +0.07 |
| QTEC First Trust Nasdq 100 Tech I | Add +0.5% | 0.23% | +0.07 |
| FNX First Trust Mid Cap Core Alp | Add +12.3% | 0.29% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.8% | 0.27% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +24.5% | 0.19% | +0.04 |
| FYX First Trust Small Cap Core A | Add +0.0% | 0.42% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +17.0% | 0.21% | +0.03 |
| AVGO Broadcom Inc. | Add +4.4% | 0.22% | +0.03 |
| MAR Marriott International Class A | Add +0.4% | 0.83% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +6.0% | 0.35% | +0.02 |
| RECS Columbia Resear Enh Cor ETF | Add +2.9% | 0.64% | +0.02 |
| IBM Intl Business Machines Corp. | Add +1.0% | 0.16% | +0.01 |
| SDVY First Trust Smid Cap Rising | Add +3.3% | 0.15% | +0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +11.6% | 0.15% | +0.00 |
| AVIG Avantis Core Fixed Income | Add +11.2% | 0.38% | +0.00 |
| KO The Coca-Cola Co. | Add +3.5% | 0.37% | +0.00 |
| USMV iShares MSCI USA Min Vol Fac | Add +4.8% | 0.15% | −0.00 |
| CBRE CBRE Group Inc. Class A | Add +5.8% | 0.16% | −0.01 |
| PG The Procter & Gamble Co. | Add +5.1% | 0.30% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Add +3.5% | 0.17% | −0.01 |
| RJF Raymond James Financial Inc. | Add +0.2% | 0.24% | −0.01 |
| HD Home Depot Inc. | Add +0.9% | 0.61% | −0.01 |
| RTX RTX Corp. | Add +3.3% | 0.22% | −0.02 |
| MDT Medtronic PLC | Add +5.8% | 0.14% | −0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Add +0.0% | 0.28% | −0.03 |
| FIW First Trust Water ETF | Add +0.4% | 0.87% | −0.03 |
| NEE Nextera Energy Inc. | Add +3.2% | 0.28% | −0.04 |
| LMBS First Trust Low Duration Opp | Add +0.1% | 0.57% | −0.06 |
| BSX Boston Scientific Corp. | Add +0.3% | 0.32% | −0.20 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.60% | −0.21 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 143 | $155.5M | BRK.B, NVDA, AAPL, FTCS, FTAI |
| Q1 2026 | 136 | $140.6M | BRK.B, NVDA, AAPL, FTCS, FTAI |
| Q4 2025 | 131 | $139.3M | BRK.B, NVDA, AAPL, FTCS, FTAI |
| Q3 2025 | 131 | $135.7M | BRK.B, NVDA, FTCS, AAPL, MSFT |
| Q2 2025 | 129 | $125.0M | BRK.B, FTCS, NVDA, AAPL, MSFT |
| Q1 2025 | 125 | $120.8M | BRK.B, FTCS, AAPL, NVDA, FVD |
| Q4 2024 | 119 | $117.9M | BRK.B, FTCS, AAPL, NVDA, FVD |