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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 3 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MCD MCDONALDS CORP Consumer Cyclical 3,816.0 $1.2M 0.42% NEW $305.61 -8.1%
42 SLV ISHARES SILVER TR Financial Services 18,065.0 $1.2M 0.42% NEW $64.42 +4.8%
43 ENB ENBRIDGE INC Energy 23,792.0 $1.1M 0.41% NEW $47.83 +17.4%
44 PM PHILIP MORRIS INTL INC Consumer Defensive 7,091.0 $1.1M 0.41% NEW $160.41 +13.5%
45 KO COCA COLA CO Consumer Defensive 16,164.0 $1.1M 0.41% NEW $69.91 +16.7%
46 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,265.0 $1.1M 0.39% NEW $480.51 +5.5%
47 VZ VERIZON COMMUNICATIONS INC Communication Services 26,531.0 $1.1M 0.39% NEW $40.73 +18.4%
48 INTC INTEL CORP Technology 27,978.0 $1.0M 0.37% NEW $36.90 +230.0%
49 SPY SPDR S&P 500 ETF TR Financial Services 1,463.0 $998K 0.36% NEW $682.08 +10.0%
50 CAT CATERPILLAR INC Industrials 1,715.0 $982K 0.35% NEW $572.80 +58.9%
51 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 12,209.0 $980K 0.35% NEW $80.30 -0.6%
52 BK BANK NEW YORK MELLON CORP Financial Services 8,317.0 $966K 0.35% NEW $116.09 +20.6%
53 PH PARKER-HANNIFIN CORP Industrials 1,066.0 $937K 0.34% NEW $879.24 -2.6%
54 NOC NORTHROP GRUMMAN CORP Industrials 1,635.0 $932K 0.34% NEW $570.06 -3.3%
55 ITA ISHARES TR 4,299.0 $923K 0.33% NEW $214.69 +7.4%
56 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 11,605.0 $885K 0.32% NEW $76.23 -14.4%
57 IUSG ISHARES TR 5,202.0 $874K 0.32% NEW $167.96 +12.5%
58 OUNZ VANECK MERK GOLD ETF Financial Services 20,774.0 $862K 0.31% NEW $41.48 +3.1%
59 OKE ONEOK INC NEW Energy 11,713.0 $861K 0.31% NEW $73.50 +20.0%
60 QCOM QUALCOMM INC Technology 5,026.0 $860K 0.31% NEW $171.04 +36.5%
Page 3 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%