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

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 Q4 2025 Q1 2026: $140.6M Q1 2026 Q2 2026: $155.5M $155.5M Q2 2026

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
AVGO Broadcom Inc. 0.22% 894 $338K Add +4.4%
META Meta Platforms Inc. Class A 0.22% 596 $336K Reduce -4.2%
RTX RTX Corp. 0.22% 1,766 $335K Add +3.3%
QYLD Global X Nasd 100 Cov Call 0.22% 18,151 $335K No change
SPYI Neos S&P 500 High Income ETF 0.21% 6,175 $328K New
UPGD Invesco Bloomberg Analyst Ra 0.21% 3,979 $326K Reduce -15.4%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.21% 5,190 $319K Add +17.0%
FXO First Trust Financial Alphad 0.20% 4,961 $310K Reduce -0.8%
PTBD Pacer Trendpilot US Bond ETF 0.20% 16,069 $308K No change
UPS United Parcel Service Class B 0.20% 2,832 $304K Reduce -7.9%
JQUA JPMorgan US Quality Factor 0.19% 4,155 $300K Reduce -20.5%
VIG Vanguard Dividend Apprec ETF 0.19% 1,255 $297K Add +24.5%
JBL Jabil Inc. 0.19% 756 $291K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 3,002 $289K Reduce -1.6%
XSSPX Nuveen S&P 500 Dynam Overwr 0.18% 14,842 $277K Reduce -0.0%
LW Lamb Weston Holdings Inc. 0.17% 6,234 $269K No change
JPST JPMorgan Ultra-Short Income 0.17% 5,298 $268K Add +3.5%
FDUS Fidus Investment Corp. 0.16% 13,278 $253K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 888 $250K Add +1.0%
CBRE CBRE Group Inc. Class A 0.16% 1,829 $246K Add +5.8%
SRE Sempra 0.16% 2,650 $246K No change
CAG Conagra Brands Inc. 0.16% 18,040 $243K No change
FPF First TR Interm Dur & Inc. 0.15% 13,192 $240K Reduce -10.8%
USMV iShares MSCI USA Min Vol Fac 0.15% 2,460 $237K Add +4.8%
FXZ First Trust Materials Alphad 0.15% 2,978 $237K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.15% 118 $235K New
JEPI JPMorgan Equity Premium Inco 0.15% 4,154 $235K Add +11.6%
NOBL Proshares S&P 500 Dividend A 0.15% 4,095 $230K Reduce -16.7%
SDVY First Trust Smid Cap Rising 0.15% 5,247 $226K Add +3.3%
CVX Chevron Corp. 0.15% 1,365 $226K Reduce -1.7%
MDT Medtronic PLC 0.14% 2,882 $225K Add +5.8%
IFV First Trust DW Focus 5 Intl 0.14% 8,160 $220K Reduce -1.7%
KORP American Century Diversified 0.14% 4,680 $219K Reduce -13.9%
FEP First Trust Europe 0.14% 3,821 $218K No change
DTE DTE Energy Company 0.14% 1,429 $218K Reduce -16.0%
TSCO Tractor Supply Company 0.14% 6,781 $214K Reduce -3.3%
WTFC Wintrust Financial Corp. 0.14% 1,314 $211K New
STWD Starwood Property Trust Inc. 0.13% 12,703 $208K Reduce -43.7%
MS Morgan Stanley 0.13% 993 $208K New
FTXL First Trust Nasdaq Semicondu 0.13% 713 $203K New
LADR Ladder Capital Corp.-REIT 0.12% 19,199 $191K No change
PFN PIMCO Income Strategy FD II 0.08% 17,700 $126K No change
ACRE Ares Commercial Real Estate 0.03% 11,266 $51K Reduce -9.6%

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

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