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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 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BA BOEING CO Industrials 4,213.0 $912K 0.28% +849.0 +25.2% $216.44 -1.1%
42 NVO NOVO-NORDISK A S Healthcare 18,626.0 $893K 0.28% +519.0 +2.9% $47.94 -2.3%
43 NOC NORTHROP GRUMMAN CORP Industrials 1,569.0 $799K 0.25% +108.0 +7.4% $509.32 +9.5%
44 SO SOUTHERN CO Utilities 7,349.0 $703K 0.22% +2K +44.4% $95.71 -4.9%
45 APOS APOLLO GLOBAL MGMT INC Financial Services 5,866.0 $694K 0.21% +2K +36.8% $118.30 -78.5%
46 HD HOME DEPOT INC Consumer Cyclical 1,860.0 $656K 0.20% +15.0 +0.8% $352.67 -4.4%
47 BSCQ INVESCO EXCH TRD SLF IDX FD 33,310.0 $650K 0.20% +4K +14.0% $19.53 +0.3%
48 BSCS INVESCO EXCH TRD SLF IDX FD 31,043.0 $632K 0.20% +4K +12.9% $20.36 +0.1%
49 BSCR INVESCO EXCH TRD SLF IDX FD 32,151.0 $631K 0.20% +4K +12.9% $19.61 +0.3%
50 PG PROCTER & GAMBLE CO Consumer Defensive 4,018.0 $589K 0.18% +74.0 +1.9% $146.65 -2.2%
51 VTV VANGUARD INDEX FDS 2,702.0 $589K 0.18% +550.0 +25.6% $217.97 +4.0%
52 AVGO BROADCOM INC Technology 1,551.0 $586K 0.18% +54.0 +3.6% $377.86 -2.9%
53 HII HUNTINGTON INGALLS INDS INC Industrials 2,047.0 $573K 0.18% +731.0 +55.5% $279.88 +8.0%
54 BSCT INVESCO EXCH TRD SLF IDX FD 30,485.0 $566K 0.17% +4K +14.7% $18.58 -0.1%
55 BSCU INVESCO EXCH TRD SLF IDX FD 33,975.0 $566K 0.17% +5K +18.0% $16.65 -0.5%
56 BSCV INVESCO EXCH TRD SLF IDX FD 34,452.0 $564K 0.17% +5K +18.4% $16.38 -0.7%
57 NFLX NETFLIX INC. Communication Services 7,887.0 $563K 0.17% +5K +164.7% $71.40 +11.5%
58 VRT VERTIV HOLDINGS CO Industrials 1,595.0 $534K 0.17% +49.0 +3.2% $334.73 -22.7%
59 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,694.0 $492K 0.15% +364.0 +27.4% $290.53 -7.4%
60 WRB BERKLEY W R CORP Financial Services 6,538.0 $461K 0.14% +385.0 +6.3% $70.53 -1.4%
Page 3 of 5  ·  85 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%