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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 5 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 D DOMINION ENERGY INC Utilities 8,445.0 $522K 0.21% -513.0 -5.7% $61.82 +9.7%
82 BALI BLACKROCK ETF TRUST 16,709.0 $515K 0.20% -3K -17.2% $30.81 +11.1%
83 HII HUNTINGTON INGALLS INDS INC Industrials 1,316.0 $500K 0.20% -148.0 -10.1% $379.98 -15.7%
84 DAL DELTA AIR LINES INC Industrials 7,519.0 $500K 0.20% +124.0 +1.7% $66.48 +23.8%
85 BSCT INVESCO EXCH TRD SLF IDX FD 26,574.0 $496K 0.20% +5K +20.7% $18.66 -0.4%
86 SO SOUTHERN CO Utilities 5,089.0 $491K 0.19% +502.0 +10.9% $96.52 -4.2%
87 BSCU INVESCO EXCH TRD SLF IDX FD 28,797.0 $481K 0.19% +4K +17.5% $16.72 -0.3%
88 BSCV INVESCO EXCH TRD SLF IDX FD 29,105.0 $479K 0.19% NEW $16.46 -0.3%
89 APOS APOLLO GLOBAL MGMT INC Financial Services 4,287.0 $478K 0.19% +197.0 +4.8% $111.41 -76.5%
90 O REALTY INCOME CORP Real Estate 7,798.0 $477K 0.19% -2K -16.8% $61.18 +1.1%
91 AVGO BROADCOM INC Technology 1,497.0 $463K 0.18% -31.0 -2.0% $309.58 +38.3%
92 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,330.0 $459K 0.18% -681.0 -33.9% $345.08 -9.1%
93 SMCI SUPER MICRO COMPUTER INC Technology 19,844.0 $452K 0.18% +3K +18.0% $22.77 +82.8%
94 STWD STARWOOD PPTY TR INC Real Estate 25,930.0 $447K 0.18% +2K +6.2% $17.22 -0.5%
95 VICI VICI PPTYS INC Real Estate 16,142.0 $441K 0.17% -931.0 -5.5% $27.32 +3.5%
96 FFSM FIDELITY COVINGTON TRUST 13,244.0 $423K 0.17% -4K -23.7% $31.95 +13.2%
97 VTV VANGUARD INDEX FDS 2,152.0 $422K 0.17% $196.20 +7.8%
98 XLY SELECT SECTOR SPDR TR 3,776.0 $411K 0.16% -2K -33.8% $108.97 +11.8%
99 WRB BERKLEY W R CORP Financial Services 6,153.0 $408K 0.16% +148.0 +2.5% $66.28 -2.7%
100 MCK MCKESSON CORP Healthcare 470.0 $407K 0.16% $866.11 -12.6%
Page 5 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%