BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $278M AUM 151 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New
Page 5 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FFSM FIDELITY COVINGTON TRUST 17,349.0 $532K 0.19% NEW $30.69 +17.8%
82 AVGO BROADCOM INC Technology 1,528.0 $529K 0.19% NEW $345.99 +23.3%
83 O REALTY INCOME CORP Real Estate 9,367.0 $528K 0.19% NEW $56.37 +9.6%
84 D DOMINION ENERGY INC Utilities 8,958.0 $525K 0.19% NEW $58.59 +15.5%
85 RIO RIO TINTO PLC Basic Materials 6,532.0 $523K 0.19% NEW $80.03 +33.4%
86 BSCS INVESCO EXCH TRD SLF IDX FD 25,128.0 $518K 0.19% NEW $20.60 -1.0%
87 BDX BECTON DICKINSON & CO Healthcare 2,666.0 $517K 0.19% NEW $194.10 -24.1%
88 BSCR INVESCO EXCH TRD SLF IDX FD 26,029.0 $514K 0.18% NEW $19.74 -0.6%
89 DAL DELTA AIR LINES INC DEL Industrials 7,395.0 $513K 0.18% NEW $69.40 +18.8%
90 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 6,740.0 $512K 0.18% NEW $75.90 -13.2%
91 JPM JPMORGAN CHASE & CO. Financial Services 1,585.0 $511K 0.18% NEW $322.16 -8.1%
92 BSCQ INVESCO EXCH TRD SLF IDX FD 25,635.0 $502K 0.18% NEW $19.57 -0.3%
93 HII HUNTINGTON INGALLS INDS INC Industrials 1,464.0 $498K 0.18% NEW $340.08 -5.7%
94 AVAV AEROVIRONMENT INC Industrials 2,052.0 $496K 0.18% NEW $241.89 -10.8%
95 PANW PALO ALTO NETWORKS INC Technology 2,678.0 $493K 0.18% NEW $184.17 +39.8%
96 SMCI SUPER MICRO COMPUTER INC Technology 16,820.0 $492K 0.18% NEW $29.27 +42.9%
97 FORTINET INC 6,148.0 $488K 0.18% NEW $79.40
98 VICI VICI PPTYS INC Real Estate 17,073.0 $480K 0.17% NEW $28.12 +0.5%
99 NJR NEW JERSEY RES CORP Utilities 9,777.0 $451K 0.16% NEW $46.12 +21.1%
100 AXP AMERICAN EXPRESS CO Financial Services 1,218.0 $450K 0.16% NEW $369.85 -15.0%
Page 5 of 8  ·  151 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 39.9%
Technology 21.6%
Industrials 6.6%
Healthcare 6.2%
Consumer Defensive 6.2%
Communication Services 5.6%
Consumer Cyclical 5.2%
Energy 4.5%
Utilities 2.1%
Real Estate 1.7%