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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 5 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IJH ISHARES TR 7,785.0 $600K 0.18% -130.0 -1.6% $77.11 -1.0%
82 PG PROCTER & GAMBLE CO Consumer Defensive 4,018.0 $589K 0.18% +74.0 +1.9% $146.65 -2.5%
83 VTV VANGUARD INDEX FDS 2,702.0 $589K 0.18% +550.0 +25.6% $217.97 +3.3%
84 AVGO BROADCOM INC Technology 1,551.0 $586K 0.18% +54.0 +3.6% $377.86 -3.7%
85 QBTS D-WAVE QUANTUM INC Technology 24,319.0 $583K 0.18% -2K -6.2% $23.99 -21.6%
86 HII HUNTINGTON INGALLS INDS INC Industrials 2,047.0 $573K 0.18% +731.0 +55.5% $279.88 +7.7%
87 BSCT INVESCO EXCH TRD SLF IDX FD 30,485.0 $566K 0.17% +4K +14.7% $18.58 -0.1%
88 BSCU INVESCO EXCH TRD SLF IDX FD 33,975.0 $566K 0.17% +5K +18.0% $16.65 -0.5%
89 XLK SELECT SECTOR SPDR TR 2,963.0 $564K 0.17% $190.52 -3.9%
90 BSCV INVESCO EXCH TRD SLF IDX FD 34,452.0 $564K 0.17% +5K +18.4% $16.38 -0.7%
91 NFLX NETFLIX INC. Communication Services 7,887.0 $563K 0.17% +5K +164.7% $71.40 +12.2%
92 T AT&T INC Communication Services 25,992.0 $538K 0.17% -3K -10.2% $20.70 +21.5%
93 VRT VERTIV HOLDINGS CO Industrials 1,595.0 $534K 0.17% +49.0 +3.2% $334.73 -20.9%
94 NJR NEW JERSEY RES CORP Utilities 9,482.0 $531K 0.16% -396.0 -4.0% $56.04 -2.1%
95 D DOMINION ENERGY INC Utilities 7,525.0 $514K 0.16% -920.0 -10.9% $68.29 -1.2%
96 BALI BLACKROCK ETF TRUST 14,903.0 $504K 0.16% -2K -10.8% $33.83 +2.2%
97 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,694.0 $492K 0.15% +364.0 +27.4% $290.53 -6.9%
98 O REALTY INCOME CORP Real Estate 7,807.0 $484K 0.15% $61.96 +2.0%
99 FFSM FIDELITY COVINGTON TRUST 12,385.0 $473K 0.15% -859.0 -6.5% $38.21 -3.2%
100 WRB BERKLEY W R CORP Financial Services 6,538.0 $461K 0.14% +385.0 +6.3% $70.53 -1.9%
Page 5 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%