Wealth Quarterback LLC

Q4 2025 13F Holdings

  • Location
    toms river, NJ
  • Num holdings

    151

  • Value ($000)

    $277,745

  • Date Filed
    01/14/2026
  • Form type
    13F-HR
  • CIK
    0001803386
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$56.87M
21 %

83,028

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$23.69M
9 %

38,557

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$16.34M
6 %

201,247

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$13.98M
5 %

70,390

A
AAPL

APPLE INC

COM
037833100
$10.56M
4 %

38,845

S
SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
92189F676
$7.15M
3 %

19,845

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$6.66M
2 %

47,193

F
FBCG

FIDELITY COVINGTON TRUST

BLUE CHIP GRWTH
316092352
$6.2M
2 %

113,067

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$5.72M
2 %

94,075

M
MSFT

MICROSOFT CORP

COM
594918104
$4.85M
2 %

10,021

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