Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wealth Quarterback LLC (CIK 1803386) reported $254.0M across 163 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($36.9M, 14.54%), IAU ($16.0M, 6.30%), QUAL ($13.6M, 5.35%), QQQ ($10.3M, 4.04%), AAPL ($9.4M, 3.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $36.9M | 14.54% | 56,554 | Trimmed |
| 2 | IAU | ISHARES GOLD TR | $16.0M | 6.30% | 181,382 | Trimmed |
| 3 | QUAL | ISHARES TR | $13.6M | 5.35% | 70,827 | Added |
| 4 | QQQ | INVESCO QQQ TR | $10.3M | 4.04% | 17,793 | Trimmed |
| 5 | AAPL | APPLE INC | $9.4M | 3.70% | 37,000 | Trimmed |
| 6 | DVY | ISHARES TR | $6.6M | 2.59% | 43,466 | Trimmed |
| 7 | SMH | VANECK ETF TRUST | $6.2M | 2.45% | 16,208 | Trimmed |
| 8 | XOVR | ENTREPRENEURSHARES SERIES TR | $6.1M | 2.42% | 363,923 | New |
| 9 | FBCG | FIDELITY COVINGTON TRUST | $6.1M | 2.42% | 122,407 | Added |
| 10 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $6.1M | 2.41% | 103,605 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $5.6M | 2.21% | 96,606 | Added |
| 12 | FENI | FIDELITY COVINGTON TRUST | $4.9M | 1.93% | 131,847 | Added |
| 13 | MSFT | MICROSOFT CORP | $4.0M | 1.56% | 10,723 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $3.8M | 1.49% | 21,691 | Added |
| 15 | FHEQ | FIDELITY GREENWOOD STREET TR | $3.7M | 1.44% | 124,547 | Added |
| 16 | XLU | SELECT SECTOR SPDR TR | $3.5M | 1.37% | 75,934 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $3.3M | 1.28% | 15,614 | Added |
| 18 | EFV | ISHARES TR | $3.0M | 1.20% | 40,869 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $3.0M | 1.17% | 17,575 | Trimmed |
| 20 | FENY | FIDELITY COVINGTON TRUST | $2.9M | 1.15% | 85,709 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $2.7M | 1.08% | 9,547 | Added |
| 22 | ITA | ISHARES TR | $2.5M | 0.98% | 11,393 | Added |
| 23 | SLV | ISHARES SILVER TR | $2.3M | 0.89% | 33,204 | Added |
| 24 | META | META PLATFORMS INC | $2.2M | 0.88% | 3,904 | Added |
| 25 | IEMG | ISHARES INC | $2.2M | 0.86% | 31,498 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31