Wealth Quarterback LLC
All 13F Filings
- Location
- Toms River, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 323,840
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 172 | 323,840 | 13F-HR | Wealth Quarterback LLC |
| Q1 2026 | 4/9/2026 | 163 | 253,995 | 13F-HR | Wealth Quarterback LLC |
| 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)
Derivatives reported exposure ($000):
187
(0.1% of total reported value)
· QoQ Δ:
+187
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 136.3 K | 42.1% | 12.51 K | 0 | 12.51 K |
| ETFs | 187.3 K | 57.9% | 57.14 K | 0 | 57.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
323,840
Holdings
172
QoQ value change ($000)
69,845
(27.5%)
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.