Morey & Quinn Wealth Partners, LLC
•CIK: 2055521•Filing: Q4 2025
**Morey & Quinn Wealth Partners, LLC** manages $139M across a diverse portfolio of 131 positions. The strategy exhibits significant conviction in established technology and financial anchors, evidenced by top holdings including BRK/B at $12.2M and NVDA at $8.1M. Further allocations are weighted toward mega-cap technology leaders such as AAPL ($7.9M) and MSFT ($4.1M). This concentrated exposure suggests a focus on resilient, market-leading industrial and software franchises.
Total AUM
$139.3M
QoQ Performance
+2.6%
Positions
96
Top 10 Concentration
41.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BRK/B
NVDA
AAPL
FTCS
BRK/B8.8%
NVDA5.8%
AAPL5.7%
FTCS5.4%
FTAI3.3%
MSFT3.0%
TDIV2.6%
FVD2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other53.6%
Technology18.3%
Financial11.5%
Consumer6.5%
Industrial4.3%
Healthcare2.3%
ETF1.5%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑40 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024