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Portfolio (Quarterly) Guide ↗

Wealth Quarterback LLC

· CIK 0001803386
13F Portfolio $254M AUM 163 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 62 Added 59 Reduced 4 Exited
Page 2 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 9,547.0 $2.7M 1.08% +225.0 +2.4% $287.57 +34.1%
22 ITA ISHARES TR 11,393.0 $2.5M 0.98% +7K +165.0% $218.74 +6.3%
23 SLV ISHARES SILVER TR Financial Services 33,204.0 $2.3M 0.89% +15K +83.8% $68.14 -2.6%
24 META META PLATFORMS INC Communication Services 3,904.0 $2.2M 0.88% +231.0 +6.3% $572.08 +10.4%
25 IEMG ISHARES INC 31,498.0 $2.2M 0.86% $69.75 +18.0%
26 AMD ADVANCED MICRO DEVICES INC Technology 10,714.0 $2.2M 0.86% -845.0 -7.3% $203.42 +145.1%
27 BERKSHIRE HATHAWAY INC DEL 4,201.0 $2.0M 0.79% +149.0 +3.7% $479.17
28 WMT WALMART INC Consumer Defensive 15,836.0 $2.0M 0.78% -3K -17.5% $124.28 -4.3%
29 GLD SPDR GOLD TR Financial Services 4,553.0 $2.0M 0.77% -620.0 -12.0% $430.28 -5.7%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,902.0 $1.9M 0.75% -194.0 -9.3% $996.30 +0.8%
31 LMT LOCKHEED MARTIN CORP Industrials 3,096.0 $1.9M 0.74% -289.0 -8.5% $604.41 -11.4%
32 BAI BLACKROCK ETF TRUST 55,261.0 $1.8M 0.72% +4K +7.6% $32.95 +49.9%
33 JNJ JOHNSON & JOHNSON Healthcare 7,137.0 $1.7M 0.69% +57.0 +0.8% $244.44 -5.4%
34 ASML ASML HLDG NV Technology 1,266.0 $1.7M 0.66% -229.0 -15.3% $1321.19 +20.4%
35 CB CHUBB LTD SWITZ Financial Services 5,074.0 $1.7M 0.65% $325.94 -1.6%
36 BMY BRISTOL-MYERS SQUIBB CO Healthcare 27,102.0 $1.6M 0.65% -6K -17.4% $60.65 -5.5%
37 CVX CHEVRON CORPORATION Energy 7,527.0 $1.6M 0.61% -592.0 -7.3% $206.89 -10.6%
38 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.56% $718140.00
39 TSLA TESLA INC Consumer Cyclical 3,499.0 $1.3M 0.51% -84.0 -2.3% $371.72 +17.6%
40 VZ VERIZON COMMUNICATIONS INC Communication Services 25,284.0 $1.3M 0.50% -1K -4.7% $50.20 -3.8%
Page 2 of 9  ·  163 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 36.5%
Technology 21.5%
Industrials 7.5%
Energy 6.5%
Healthcare 6.1%
Consumer Defensive 6.0%
Communication Services 5.9%
Consumer Cyclical 4.9%
Utilities 2.6%
Real Estate 1.7%