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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $324M AUM 172 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 85 Added 50 Reduced 8 Exited
Page 1 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 64,245.0 $48.1M 14.86% +8K +13.6% $748.89 +3.2%
2 IAU ISHARES GOLD TR Financial Services 250,563.0 $18.9M 5.84% +69K +38.1% $75.51 +12.4%
3 SMH VANECK ETF TRUST 28,436.0 $18.7M 5.76% +12K +75.4% $655.88 -14.5%
4 QQQ INVESCO QQQ TR Financial Services 22,702.0 $16.7M 5.16% +5K +27.6% $736.39 -2.8%
5 QUAL ISHARES TR 75,806.0 $16.6M 5.14% +5K +7.0% $219.43 +2.2%
6 AAPL APPLE INC Technology 34,685.0 $10.0M 3.10% -2K -6.3% $289.36 +9.5%
7 XOVR ENTREPRENEURSHARES SERIES TR 401,964.0 $8.5M 2.61% +38K +10.4% $21.05 -3.9%
8 FBCG FIDELITY COVINGTON TRUST 135,983.0 $8.4M 2.61% +14K +11.1% $62.11 -0.5%
9 DVY ISHARES TR 50,050.0 $7.8M 2.42% +7K +15.2% $156.30 +5.9%
10 DYNF BLACKROCK ETF TRUST 108,719.0 $7.4M 2.28% +12K +12.5% $68.01 +2.1%
11 FENI FIDELITY COVINGTON TRUST 153,327.0 $6.2M 1.90% +21K +16.3% $40.13 +3.5%
12 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 110,423.0 $5.6M 1.74% +7K +6.6% $51.05 +16.7%
13 AMD ADVANCED MICRO DEVICES INC Technology 8,326.0 $4.8M 1.49% -2K -22.3% $580.88 -19.7%
14 DIA STATE STR SPDR DOW JONES IND Financial Services 8,939.0 $4.7M 1.44% +7K +326.1% $522.36 +2.3%
15 NVDA NVIDIA CORPORATION Technology 22,472.0 $4.5M 1.39% +781.0 +3.6% $200.09 +8.7%
16 MSFT MICROSOFT CORP Technology 11,007.0 $4.1M 1.27% +284.0 +2.6% $373.01 +29.8%
17 XLU SELECT SECTOR SPDR TR 88,207.0 $4.0M 1.24% +12K +16.2% $45.34 -2.9%
18 AMZN AMAZON COM INC Consumer Cyclical 14,728.0 $3.5M 1.08% -886.0 -5.7% $238.33 +11.5%
19 GOOGL ALPHABET INC Communication Services 9,641.0 $3.4M 1.06% +94.0 +1.0% $357.37 -3.5%
20 IALT BLACKROCK ETF TRUST 118,624.0 $3.3M 1.03% NEW $28.05 +3.3%
Page 1 of 9  ·  172 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.5%
Technology 25.1%
Industrials 7.1%
Communication Services 5.5%
Healthcare 5.5%
Consumer Defensive 4.8%
Consumer Cyclical 4.4%
Energy 4.4%
Utilities 2.6%
Real Estate 1.4%