Wealth Quarterback LLC
All 13F Filings
- Location
- Toms River, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 277,745
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 151 | 277,745 | 13F-HR | Wealth Quarterback LLC |
| Q3 2025 | 10/20/2025 | 155 | 258,581 | 13F-HR | Wealth Quarterback LLC |
| Q2 2025 | 8/8/2025 | 138 | 210,952 | 13F-HR | Wealth Quarterback LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 168.8 K | 60.8% | 0 | 6.115 K | -6.115 K |
| ETFs | 108.9 K | 39.2% | 25.28 K | 0 | 25.28 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
277,745
Holdings
151
QoQ value change ($000)
19,164
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.