Morey & Quinn Wealth Partners, LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 140,598
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 106.3 K | 75.7% | 0 | 15.91 K | -15.91 K |
| ETFs | 33.64 K | 24.0% | 17.04 K | 0 | 17.04 K |
| Debt | 415 | 0.3% | 0 | 10 | -10 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
140,598
Holdings
136
QoQ value change ($000)
1,324
(1.0%)
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.