Institutional Fund
Morey & Quinn Wealth Partners, LLC
Omaha, NECIK 20555215 filings on record
Portfolio Value
$140.60M
Q1 2026
Holdings
136
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+1.0%
from $139.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del8.3%
- Nvidia Corporation5.4%
- Apple Inc5.3%
- First Tr Exchange-Traded Fd5.3%
- Ftai Aviation Ltd4.1%
- Union Pac Corp2.6%
- Other68.9%
Portfolio Holdings
136 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 24.4K | $11.71M | 8.3% | +131 | Added |
| 2 | Nvidia Corporation | 43.7K | $7.63M | 5.4% | +365 | Added |
| 3 | Apple Inc | 29.5K | $7.48M | 5.3% | +320 | Added |
| 4 | First Tr Exchange-Traded Fd | 80.2K | $7.44M | 5.3% | −1.0K | Reduced |
| 5 | Ftai Aviation Ltd | 23.6K | $5.78M | 4.1% | −120 | Reduced |
| 6 | Union Pac Corp | 15.3K | $3.72M | 2.6% | +1.2K | Added |
| 7 | First Tr Exchange Traded Fd | 38.8K | $3.63M | 2.6% | +984 | Added |
| 8 | First Tr Exchange-Traded Fd | 72.6K | $3.41M | 2.4% | −1.8K | Reduced |
| 9 | Microsoft Corp | 9.0K | $3.32M | 2.4% | +470 | Added |
| 10 | First Tr Exchange Traded Fd | 52.8K | $3.19M | 2.3% | +248 | Added |
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