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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMGN AMGEN INC Healthcare 1,763.0 $638K 0.20% -135.0 -7.1% $362.11 +19.8%
22 DAL DELTA AIR LINES INC Industrials 6,728.0 $630K 0.20% -791.0 -10.5% $93.67 -13.5%
23 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,699.0 $604K 0.19% -28.0 -1.0% $223.97 +24.7%
24 IJH ISHARES TR 7,785.0 $600K 0.18% -130.0 -1.6% $77.11 -1.0%
25 QBTS D-WAVE QUANTUM INC Technology 24,319.0 $583K 0.18% -2K -6.2% $23.99 -21.5%
26 T AT&T INC Communication Services 25,992.0 $538K 0.17% -3K -10.2% $20.70 +21.6%
27 NJR NEW JERSEY RES CORP Utilities 9,482.0 $531K 0.16% -396.0 -4.0% $56.04 -2.1%
28 D DOMINION ENERGY INC Utilities 7,525.0 $514K 0.16% -920.0 -10.9% $68.29 -1.2%
29 BALI BLACKROCK ETF TRUST 14,903.0 $504K 0.16% -2K -10.8% $33.83 +2.2%
30 FFSM FIDELITY COVINGTON TRUST 12,385.0 $473K 0.15% -859.0 -6.5% $38.21 -3.2%
31 GOOG ALPHABET INC Communication Services 1,228.0 $434K 0.13% -10.0 -0.8% $353.43 -4.3%
32 XLY SELECT SECTOR SPDR TR 3,688.0 $433K 0.13% -88.0 -2.3% $117.29 -0.5%
33 CUBE CUBESMART Real Estate 10,227.0 $407K 0.13% -535.0 -5.0% $39.77 +3.6%
34 VICI VICI PPTYS INC Real Estate 15,282.0 $406K 0.12% -860.0 -5.3% $26.55 +0.1%
35 STWD STARWOOD PPTY TR INC Real Estate 23,143.0 $379K 0.12% -3K -10.8% $16.38 +0.2%
36 MRK MERCK & CO INC Healthcare 2,856.0 $367K 0.11% -298.0 -9.4% $128.50 +16.1%
37 IYW ISHARES TR 1,344.0 $339K 0.10% -512.0 -27.6% $252.14 -2.1%
38 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,054.0 $335K 0.10% -58.0 -1.9% $109.75 -1.0%
39 EWY ISHARES INC 1,653.0 $334K 0.10% -20.0 -1.2% $201.93 -11.8%
40 ARCC ARES CAPITAL CORP Financial Services 17,774.0 $329K 0.10% -2K -8.6% $18.53 +6.7%
Page 2 of 3  ·  50 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%