Morey & Quinn Wealth Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Morey & Quinn Wealth Partners, LLC reported 131 stock positions worth $139.3 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.8% of the portfolio, followed by Nvidia (NVDA, 5.8%) and Apple (AAPL, 5.7%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 40 and reduced 40. The biggest buy was JPMorgan Active Growth ETF (JGRO, shares +24%) and the biggest sale Oracle (ORCL, shares −1%).

Most Recent 13F
Q2 2026
Location
OMAHA, NE
CIK
0002055521
Portfolio Value
$139.3M (Q4 2025)
SEC Filing
0002055521-26-000001 ↗ filed Jan 27, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q4 2024: $117.9M Q4 2024 Q1 2025: $120.8M Q1 2025 Q2 2025: $125.0M Q2 2025 Q3 2025: $135.7M Q3 2025 Q4 2025: $139.3M $139.3M Q4 2025 Q1 2026: $140.6M Q1 2026 Q2 2026: $155.5M Q2 2026

Holdings 131 stocks · $139.3M
BRK.B Berkshire Hathaway Inc. Class B 8.77% 24,310 $12.2M Add +0.1%
NVDA Nvidia Corp. 5.81% 43,374 $8.1M Reduce -0.1%
AAPL Apple Inc. 5.69% 29,141 $7.9M Add +0.3%
FTCS First Trust Capital Strength 5.40% 81,234 $7.5M Reduce -1.7%
FTAI Ftai Aviation Ltd. 3.35% 23,693 $4.7M Reduce -1.9%
MSFT Microsoft Corp. 2.95% 8,501 $4.1M Add +0.1%
TDIV FT Nasdaq Tech DVD Index FD 2.63% 37,811 $3.7M Add +5.1%
FVD First Trust Value Line DVD 2.46% 74,438 $3.4M Reduce -6.4%
FV First Trust DW Focus 5 Fund 2.37% 52,570 $3.3M Add +0.2%
UNP Union Pacific Corp. 2.35% 14,132 $3.3M Add +0.3%
JGRO JPMorgan Active Growth ETF 2.11% 31,675 $2.9M Add +24.2%
AMZN Amazon.com Inc. 1.85% 11,139 $2.6M Reduce -0.3%
BRK.A Berkshire Hathaway Inc. Class A 1.63% 3 $2.3M No change
WMT Walmart Inc. 1.59% 19,832 $2.2M No change
ALL Allstate Corp. 1.51% 10,095 $2.1M Reduce -0.3%
EPD Enterprise Products Partners 1.38% 60,078 $1.9M Reduce -3.2%
VOO Vanguard S&P 500 ETF 1.27% 2,815 $1.8M Add +27.0%
RDVY First Trust Rising Dividend 1.10% 22,001 $1.5M Add +8.6%
SGI Somnigroup International Inc. 1.04% 16,252 $1.5M No change
FEX First Trust Large Cap Core A 1.02% 12,007 $1.4M Reduce -0.9%
DE Deere & Co. 1.01% 3,024 $1.4M Add +7.1%
FIW First Trust Water ETF 0.96% 12,285 $1.3M Add +1.1%
FXH First Trust Health Care Alph 0.94% 11,521 $1.3M Reduce -7.0%
WELL Welltower Inc. 0.93% 6,998 $1.3M No change
TSLA Tesla Inc. 0.92% 2,844 $1.3M Add +1.1%
GOOG Alphabet Inc. Class C 0.90% 3,990 $1.3M No change
DIVO Amplify CWP Enhan Divid ETF 0.86% 26,995 $1.2M Add +0.4%
WCN Waste Connections Inc. 0.79% 6,291 $1.1M Reduce -1.7%
BSX Boston Scientific Corp. 0.78% 11,427 $1.1M Reduce -0.9%
OKE Oneok Inc. 0.78% 14,755 $1.1M No change
MAR Marriott International Class A 0.78% 3,485 $1.1M No change
XEXGX Eaton Vance Tax-Managed Glob 0.76% 111,505 $1.1M Add +7.0%
LECO Lincoln Electric Holdings 0.69% 4,030 $966K No change
GOOGL Alphabet Inc. Class A 0.69% 3,079 $964K No change
FTGS First Trust Grwth Strgth ETF 0.66% 26,170 $925K Add +11.2%
HD Home Depot Inc. 0.66% 2,656 $914K No change
ORCL Oracle Corp. 0.65% 4,667 $910K Reduce -0.5%
RECS Columbia Resear Enh Cor ETF 0.65% 22,042 $900K Add +11.8%
LMBS First Trust Low Duration Opp 0.64% 17,852 $892K Add +0.1%
NNN NNN REIT Inc. 0.63% 22,220 $881K No change
FXL First Trust Technology Alpha 0.59% 4,888 $823K No change
CVS CVS Health Corp. 0.59% 10,340 $821K Reduce -2.1%
XOM Exxon Mobil Corp. 0.59% 6,792 $817K No change
CIBR First Trust Nasdaq Cybersecu 0.57% 11,141 $796K Add +2.5%
AVUV Avantis US Small Cap Value 0.57% 7,788 $794K Add +45.7%
XETYX Eaton Vance Tax-MGD Div Eqty 0.56% 51,148 $785K Add +6.2%
QQQ Invesco QQQ Trust Series 1 0.56% 1,267 $778K Add +19.5%
MPWR Monolithic Power Systems Inc. 0.54% 831 $753K Add +0.1%
ILDR First Trust Innovation Leade 0.54% 22,619 $746K Add +23.8%
CRM Salesforce Inc. 0.53% 2,809 $744K Reduce -2.0%
COST Costco Wholesale Corp. 0.53% 859 $741K No change
LLY Eli Lilly & Co. 0.51% 661 $710K Add +1.5%
FBT First Trust Nyse Arca Biotec 0.50% 3,391 $700K Add +2.2%
FPX First Trust US Equity Opport 0.49% 4,151 $679K Reduce -0.2%
FTA First Trust L C Val Alp 0.47% 7,650 $659K No change
CAT Caterpillar Inc. 0.47% 1,135 $650K Reduce -0.5%
FDL First Trust Morn DVD Lead Inc. 0.45% 13,982 $620K Add +2.9%
ERC Allspring Multi-Sector Inc. 0.42% 63,431 $590K No change
JHI John Hancock Investors TR 0.41% 41,477 $567K Reduce -0.5%
UNH Unitedhealth Group Inc. 0.40% 1,699 $561K Add +0.1%
V Visa Inc. Class A 0.40% 1,592 $558K No change
FDN First Trust DJ Internet Ind 0.40% 2,070 $557K No change
AVIG Avantis Core Fixed Income 0.39% 13,059 $547K Add +7.8%
MCK McKesson Corp. 0.39% 654 $536K Reduce -13.3%
NREF Nexpoint Real Estate Finance 0.38% 37,884 $533K Reduce -1.1%
FYX First Trust Small Cap Core A 0.37% 4,562 $516K No change
T AT&T Inc. 0.36% 20,094 $499K Add +2.3%
MAA Mid-America Apartment Comm 0.36% 3,579 $497K No change
NXTG First Trust Indxx Nextg ETF 0.35% 4,495 $484K Reduce -1.2%
MU Micron Technology Inc. 0.35% 1,695 $484K Add +2.7%
CW Curtiss-Wright Corp. 0.34% 871 $480K No change
JPM JPMorgan Chase & Co. 0.34% 1,489 $480K No change
ROBT First Trust Nasdaq Artificia 0.34% 9,130 $474K Reduce -3.8%
PEP Pepsico Inc. 0.34% 3,292 $472K Reduce -2.2%
VZ Verizon Communications Inc. 0.33% 11,286 $460K Reduce -2.8%
FPE FT-Preferred Secur & Inc. ETF 0.33% 24,843 $453K Reduce -3.3%
AVLV Avantis US Large Cap Value 0.32% 5,846 $443K Add +9.3%
VTI VG Morningstar TS MKT ETF-US 0.31% 1,274 $427K Add +20.9%
QCOM Qualcomm Inc. 0.31% 2,488 $426K Reduce -4.1%
FTSL First Trust Senior Loan ETF 0.31% 9,267 $425K Reduce -2.9%
PG The Procter & Gamble Co. 0.30% 2,941 $421K No change
AMGN Amgen Inc. 0.30% 1,283 $420K Reduce -0.1%
CP Canadian Pacific Kansas City 0.30% 5,668 $417K Reduce -3.0%
STWD Starwood Property Trust Inc. 0.29% 22,568 $406K No change
MRK Merck & Co. Inc. 0.29% 3,811 $401K Reduce -9.4%
META Meta Platforms Inc. Class A 0.29% 607 $401K No change
FTC First Trust Large Cap Growth 0.29% 2,489 $398K No change
RJF Raymond James Financial Inc. 0.28% 2,427 $390K Add +0.3%
NEE Nextera Energy Inc. 0.27% 4,706 $378K No change
VMI Valmont Industries 0.27% 920 $370K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.26% 3,229 $367K Reduce -0.3%
TSCO Tractor Supply Company 0.25% 7,025 $351K Add +0.0%
UPGD Invesco Bloomberg Analyst Ra 0.25% 4,704 $348K Reduce -0.0%
FXD First Trust Consumer Discret 0.25% 5,028 $344K No change
FNX First Trust Mid Cap Core Alp 0.25% 2,728 $344K No change
FTLS First Trust Long/Short Eqty 0.24% 4,769 $339K No change
JQUA JPMorgan US Quality Factor 0.24% 5,226 $330K Reduce -0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 479 $327K Reduce -16.6%
QYLD Global X Nasd 100 Cov Call 0.23% 18,151 $321K Add +4.9%
CAG Conagra Brands Inc. 0.22% 18,040 $312K Reduce -5.4%

Show all 131 holdings

Portfolio Sells Q3 2025 → Q4 2025
ORCL Oracle Corp. Reduce -0.5% 0.65% −0.32
FTCS First Trust Capital Strength Reduce -1.7% 5.40% −0.31
FVD First Trust Value Line DVD Reduce -6.4% 2.46% −0.25
NVDA Nvidia Corp. Reduce -0.1% 5.81% −0.16
ALL Allstate Corp. Reduce -0.3% 1.51% −0.09
FXH First Trust Health Care Alph Reduce -7.0% 0.94% −0.06
EPD Enterprise Products Partners Reduce -3.2% 1.38% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -16.6% 0.23% −0.05
BSX Boston Scientific Corp. Reduce -0.9% 0.78% −0.05
VZ Verizon Communications Inc. Reduce -2.8% 0.33% −0.05
MCK McKesson Corp. Reduce -13.3% 0.39% −0.04
WCN Waste Connections Inc. Reduce -1.7% 0.79% −0.04
FIP Ftai Infrastructure Inc. Sold out 0.00% −0.04
CAG Conagra Brands Inc. Reduce -5.4% 0.22% −0.03
ROBT First Trust Nasdaq Artificia Reduce -3.8% 0.34% −0.03
JHI John Hancock Investors TR Reduce -0.5% 0.41% −0.02
FPX First Trust US Equity Opport Reduce -0.2% 0.49% −0.02
CP Canadian Pacific Kansas City Reduce -3.0% 0.30% −0.02
FEX First Trust Large Cap Core A Reduce -0.9% 1.02% −0.02
FPE FT-Preferred Secur & Inc. ETF Reduce -3.3% 0.33% −0.02
FTSL First Trust Senior Loan ETF Reduce -2.9% 0.31% −0.02
NREF Nexpoint Real Estate Finance Reduce -1.1% 0.38% −0.02
QCOM Qualcomm Inc. Reduce -4.1% 0.31% −0.01
UPGD Invesco Bloomberg Analyst Ra Reduce -0.0% 0.25% −0.01
DIS The Walt Disney Co. Reduce -0.3% 0.26% −0.01
PEP Pepsico Inc. Reduce -2.2% 0.34% −0.01
ACRE Ares Commercial Real Estate Reduce -20.4% 0.04% −0.01
FEP First Trust Europe Reduce -7.5% 0.15% −0.01
JQUA JPMorgan US Quality Factor Reduce -0.1% 0.24% −0.01
NOBL Proshares S&P 500 Dividend A Reduce -0.2% 0.18% −0.00
FXO First Trust Financial Alphad Reduce -0.2% 0.22% −0.00
AVGO Broadcom Inc. Reduce -2.0% 0.19% +0.00
NXTG First Trust Indxx Nextg ETF Reduce -1.2% 0.35% +0.00
CVS CVS Health Corp. Reduce -2.1% 0.59% +0.00
UPS United Parcel Service Class B Reduce -3.3% 0.22% +0.02
MRK Merck & Co. Inc. Reduce -9.4% 0.29% +0.03
CRM Salesforce Inc. Reduce -2.0% 0.53% +0.03
AMGN Amgen Inc. Reduce -0.1% 0.30% +0.03
AMZN Amazon.com Inc. Reduce -0.3% 1.85% +0.04
CAT Caterpillar Inc. Reduce -0.5% 0.47% +0.07
FTAI Ftai Aviation Ltd. Reduce -1.9% 3.35% +0.38

Portfolio Buys Q3 2025 → Q4 2025
JGRO JPMorgan Active Growth ETF Add +24.2% 2.11% +0.35
VOO Vanguard S&P 500 ETF Add +27.0% 1.27% +0.27
AAPL Apple Inc. Add +0.3% 5.69% +0.24
AVUV Avantis US Small Cap Value Add +45.7% 0.57% +0.18
AMD Advanced Micro Devices New 0.17% +0.17
LLY Eli Lilly & Co. Add +1.5% 0.51% +0.14
MU Micron Technology Inc. Add +2.7% 0.35% +0.14
ILDR First Trust Innovation Leade Add +23.8% 0.54% +0.10
RDVY First Trust Rising Dividend Add +8.6% 1.10% +0.09
QQQ Invesco QQQ Trust Series 1 Add +19.5% 0.56% +0.09
FBT First Trust Nyse Arca Biotec Add +2.2% 0.50% +0.06
XEXGX Eaton Vance Tax-Managed Glob Add +7.0% 0.76% +0.06
RECS Columbia Resear Enh Cor ETF Add +11.8% 0.65% +0.06
DE Deere & Co. Add +7.1% 1.01% +0.06
VTI VG Morningstar TS MKT ETF-US Add +20.9% 0.31% +0.05
FTGS First Trust Grwth Strgth ETF Add +11.2% 0.66% +0.04
AVLV Avantis US Large Cap Value Add +9.3% 0.32% +0.03
AVIG Avantis Core Fixed Income Add +7.8% 0.39% +0.02
TDIV FT Nasdaq Tech DVD Index FD Add +5.1% 2.63% +0.02
QYLD Global X Nasd 100 Cov Call Add +4.9% 0.23% +0.01
CBRE CBRE Group Inc. Class A Add +6.1% 0.20% +0.01
JEPQ JPM Nasdaq Equity Premium Add +7.7% 0.19% +0.01
FDL First Trust Morn DVD Lead Inc. Add +2.9% 0.45% +0.01
JEPI JPMorgan Equity Premium Inco Add +4.9% 0.15% +0.00
XETYX Eaton Vance Tax-MGD Div Eqty Add +6.2% 0.56% −0.00
TSLA Tesla Inc. Add +1.1% 0.92% −0.00
KORP American Century Diversified Add +1.3% 0.20% −0.00
LMBS First Trust Low Duration Opp Add +0.1% 0.64% −0.01
DTE DTE Energy Company Add +0.4% 0.16% −0.02
FV First Trust DW Focus 5 Fund Add +0.2% 2.37% −0.02
DIVO Amplify CWP Enhan Divid ETF Add +0.4% 0.86% −0.02
MPWR Monolithic Power Systems Inc. Add +0.1% 0.54% −0.02
RJF Raymond James Financial Inc. Add +0.3% 0.28% −0.03
UNH Unitedhealth Group Inc. Add +0.1% 0.40% −0.03
CIBR First Trust Nasdaq Cybersecu Add +2.5% 0.57% −0.04
TSCO Tractor Supply Company Add +0.0% 0.25% −0.04
FIW First Trust Water ETF Add +1.1% 0.96% −0.05
T AT&T Inc. Add +2.3% 0.36% −0.05
UNP Union Pacific Corp. Add +0.3% 2.35% −0.11
BRK.B Berkshire Hathaway Inc. Class B Add +0.1% 8.77% −0.22
MSFT Microsoft Corp. Add +0.1% 2.95% −0.29

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 143$155.5MBRK.B, NVDA, AAPL, FTCS, FTAI
Q1 2026 136$140.6MBRK.B, NVDA, AAPL, FTCS, FTAI
Q4 2025 131$139.3MBRK.B, NVDA, AAPL, FTCS, FTAI
Q3 2025 131$135.7MBRK.B, NVDA, FTCS, AAPL, MSFT
Q2 2025 129$125.0MBRK.B, FTCS, NVDA, AAPL, MSFT
Q1 2025 125$120.8MBRK.B, FTCS, AAPL, NVDA, FVD
Q4 2024 119$117.9MBRK.B, FTCS, AAPL, NVDA, FVD