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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 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITA ISHARES TR 13,080.0 $3.2M 0.98% +2K +14.8% $242.41 -1.6%
22 BAI BLACKROCK ETF TRUST 59,414.0 $3.1M 0.97% +4K +7.5% $52.72 -16.0%
23 FENY FIDELITY COVINGTON TRUST 100,204.0 $3.0M 0.92% +14K +16.9% $29.56 +19.8%
24 BLACKROCK ETF TRUST 80,435.0 $2.9M 0.91% NEW $36.60
25 IEMG ISHARES INC 34,993.0 $2.9M 0.90% +3K +11.1% $82.84 -2.4%
26 DELL DELL TECHNOLOGIES INC Technology 6,553.0 $2.8M 0.87% +112.0 +1.7% $431.45 +0.5%
27 META META PLATFORMS INC Communication Services 4,622.0 $2.6M 0.80% +718.0 +18.4% $563.29 -3.8%
28 ASML ASML HLDG NV Technology 1,308.0 $2.6M 0.80% +42.0 +3.3% $1989.66 -12.1%
29 BERKSHIRE HATHAWAY INC DEL 4,898.0 $2.5M 0.76% +697.0 +16.6% $500.39
30 XOM EXXON MOBIL CORP Energy 17,717.0 $2.4M 0.75% +142.0 +0.8% $136.72 +22.6%
31 INTC INTEL CORP Technology 16,950.0 $2.4M 0.73% -9K -33.7% $139.63 -33.9%
32 MU MICRON TECHNOLOGY INC Technology 1,904.0 $2.2M 0.68% -95.0 -4.8% $1154.51 -17.4%
33 SLV ISHARES SILVER TR Financial Services 36,088.0 $1.9M 0.60% +3K +8.7% $53.47 +15.2%
34 CAT CATERPILLAR INC Industrials 1,719.0 $1.8M 0.56% $1065.03 -24.4%
35 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,934.0 $1.8M 0.56% +32.0 +1.7% $935.66 +0.2%
36 LLY ELI LILLY & CO Healthcare 1,506.0 $1.8M 0.56% +150.0 +11.1% $1199.68 +5.1%
37 JNJ JOHNSON & JOHNSON Healthcare 6,974.0 $1.8M 0.55% -163.0 -2.3% $253.97 +6.4%
38 WMT WALMART INC Consumer Defensive 15,569.0 $1.8M 0.54% -267.0 -1.7% $113.26 -8.1%
39 CB CHUBB LIMITED Financial Services 5,142.0 $1.8M 0.54% +68.0 +1.3% $340.74 +0.7%
40 LMT LOCKHEED MARTIN CORP Industrials 3,309.0 $1.7M 0.52% +213.0 +6.9% $509.42 +12.4%
Page 2 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%