Wealth Quarterback LLC
•CIK: 1803386•Filing: Q4 2025
**Wealth Quarterback LLC** manages $278M across a diversified portfolio of 151 positions. The fund exhibits a notable allocation to broad market indices, evidenced by the $56.9M holding in IVV and $23.7M in NDQ. Key technology and dividend plays anchor the portfolio, with significant exposure to AAPL ($10.6M), MSFT ($4.8M), and DVY ($6.7M). This structure suggests a systematic approach balancing core market growth with income-generating assets.
Total AUM
$277.7M
QoQ Performance
+7.4%
Positions
122
Top 10 Concentration
54.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
NDQ
IAU*
QUAL
IVV20.5%
NDQ8.5%
IAU*5.9%
QUAL5.0%
AAPL3.8%
SMH2.6%
DVY2.4%
FBCG2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other54.2%
ETF20.8%
Technology11.5%
Consumer4.0%
Financial2.7%
Healthcare2.3%
Industrial1.4%
Utilities0.8%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW9 new positions
↑100 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023