Wealth Quarterback LLC
Wealth Quarterback LLC reported 172 positions worth $323.8M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: IVV (14.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $48.1M | 14.86% | 64,245 | — | — | |
| ▸ 2 | IAU | SH | $18.9M | 5.84% | 250,563 | — | — | |
| ▸ 3 | SMH | SH | $18.7M | 5.76% | 28,436 | — | — | |
| ▸ 4 | QQQ | SH | $16.7M | 5.16% | 22,702 | — | — | |
| ▸ 5 | QUAL | SH | $16.6M | 5.14% | 75,806 | — | — | |
| ▸ 6 | AAPL | SH | $10.0M | 3.10% | 34,685 | — | — | |
| ▸ 7 | XOVR | SH | $8.5M | 2.61% | 401,964 | — | — | |
| ▸ 8 | FBCG | SH | $8.4M | 2.61% | 135,983 | — | — | |
| ▸ 9 | DVY | SH | $7.8M | 2.42% | 50,050 | — | — | |
| ▸ 10 | DYNF | SH | $7.4M | 2.28% | 108,719 | — | — |
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Frequently Asked Questions
What stocks does Wealth Quarterback LLC hold as of Q2 2026?
Wealth Quarterback LLC reported 172 positions worth $323.8M in its Q2 2026 13F filing. Largest positions: IVV (14.9%), IAU (5.8%), SMH (5.8%), QQQ (5.2%) and QUAL (5.1%).
What did Wealth Quarterback LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Wealth Quarterback LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.