Morey & Quinn Wealth Partners, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 153,366
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/27/2026 | 139 | 153,366 | 13F-HR | Morey & Quinn Wealth Partners, LLC |
| Q2 2026 | 7/27/2026 | 143 | 155,465 | 13F-HR | Morey & Quinn Wealth Partners, LLC |
| Q1 2026 | 4/21/2026 | 136 | 140,598 | 13F-HR | Morey & Quinn Wealth Partners, LLC |
| Q4 2025 | 1/27/2026 | 131 | 139,274 | 13F-HR | Morey & Quinn Wealth Partners, LLC |
| Q3 2025 | 10/28/2025 | 131 | 135,675 | 13F-HR | Morey & Quinn Wealth Partners, LLC |
| Q2 2025 | 7/23/2025 | 129 | 124,997 | 13F-HR | Morey & Quinn Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 111.7 K | 73.0% | 0 | 3.975 K | -3.975 K |
| ETFs | 41.08 K | 26.8% | 1.972 K | 0 | 1.972 K |
| Debt | 319 | 0.2% | 0 | 95 | -95 |
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Fund Snapshot
Q3 2026
Latest filed
10/27/2026
Total value ($000)
153,366
Holdings
139
QoQ value change ($000)
-2,099
(-1.4%)
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.