Wealth Quarterback LLC Portfolio Holdings
Wealth Quarterback LLC
- $265 Million
- Q4 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 151
- Current Value $265 Million
- Prior Value $241 Million
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 9 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks