Wealth Quarterback LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $265 Million distributed in 151 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $56.1M, Invesco Qqq Trust, Series 1 with a value of $23.3M, Ishares Gold Trust with a value of $15.5M, Ishares Msci Usa Quality Facto with a value of $13.7M, and Apple Inc. with a value of $10.4M.
Examining the 13F form we can see an increase of $23.8M in the current position value, from $241M to 265M.
Wealth Quarterback LLC is based out at Toms River, NJ
Below you can find more details about Wealth Quarterback LLC portfolio as well as his latest detailed transactions.
Portfolio value
$265 Million
ETFs: $168 Million
Technology: $31 Million
Financial Services: $12.6 Million
Industrials: $9.13 Million
Consumer Defensive: $8.79 Million
Healthcare: $8.14 Million
Communication Services: $7.41 Million
Consumer Cyclical: $7.18 Million
Other: $12.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
