Morey & Quinn Wealth Partners, LLC

CIK 0002055521 • 6 13F filings • Apr 17, 2025 – Jul 27, 2026

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Filer information

Filed by: Morey & Quinn Wealth Partners, LLC, Chief Compliance Officer
Address: 11225 DAVENPORT ST, SUITE 109, OMAHA, NE, 68154-2641
Phone: 402-502-9827
AUM: $139.3M

AUM over time

$155.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $139.3M125 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$235K	0.2%	1,098 SH	New
ALLSPRING MULTI SECTOR INCOM	COM	$590K	0.4%Prev: 0.4%	63,431 SH	Decreased
ALLSTATE CORP	COM	$2.1M	1.5%Prev: 1.6%	10,095 SH	Decreased-25 SH
ALPHABET INC	CAP STK CL A	$964K	0.7%Prev: 0.6%	3,079 SH	Increased
ALPHABET INC	CAP STK CL C	$1.3M	0.9%Prev: 0.7%	3,990 SH	Increased
AMAZON COM INC	COM	$2.6M	1.8%Prev: 1.8%	11,139 SH	Increased-30 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$547K	0.4%Prev: 0.4%	13,059 SH	Increased+950 SH
AMERICAN CENTY ETF TR	DIVERSIFID CRP	$276K	0.2%Prev: 0.2%	5,843 SH	Increased+77 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$443K	0.3%Prev: 0.3%	5,846 SH	Increased+499 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$794K	0.6%Prev: 0.4%	7,788 SH	Increased+2,443 SH
AMGEN INC	COM	$420K	0.3%Prev: 0.3%	1,283 SH	Increased-1 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	0.9%Prev: 0.9%	26,995 SH	Increased+119 SH
APPLE INC	COM	$7.9M	5.7%Prev: 5.5%	29,141 SH	Increased+91 SH
ARES COML REAL ESTATE CORP	COM	$60K	0.0%Prev: 0.1%	12,466 SH	Decreased-3,185 SH
AT&T INC	COM	$499K	0.4%Prev: 0.4%	20,094 SH	Decreased+444 SH
AVNET INC	COM	$219K	0.2%Prev: 0.2%	4,554 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	1.6%Prev: 1.7%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.2M	8.8%Prev: 9.0%	24,310 SH	Increased+33 SH
BOSTON SCIENTIFIC CORP	COM	$1.1M	0.8%Prev: 0.8%	11,427 SH	Decreased-104 SH
BROADCOM INC	COM	$265K	0.2%Prev: 0.2%	765 SH	Increased-16 SH
CANADIAN PACIFIC KANSAS CITY	COM	$417K	0.3%Prev: 0.3%	5,668 SH	Decreased-175 SH
CATERPILLAR INC	COM	$650K	0.5%Prev: 0.4%	1,135 SH	Increased-6 SH
CBRE GROUP INC	CL A	$278K	0.2%Prev: 0.2%	1,729 SH	Increased+100 SH
CHEVRON CORP NEW	COM	$206K	0.1%Prev: 0.2%	1,351 SH	Decreased
COCA COLA CO	COM	$307K	0.2%Prev: 0.2%	4,390 SH	Increased
COLUMBIA ETF TR I	RESH ENHNC COR	$900K	0.6%Prev: 0.6%	22,042 SH	Increased+2,328 SH
CONAGRA BRANDS INC	COM	$312K	0.2%Prev: 0.3%	18,040 SH	Decreased-1,031 SH
COSTCO WHSL CORP NEW	COM	$741K	0.5%Prev: 0.6%	859 SH	Decreased
CURTISS WRIGHT CORP	COM	$480K	0.3%Prev: 0.3%	871 SH	Increased
CVS HEALTH CORP	COM	$821K	0.6%Prev: 0.6%	10,340 SH	Increased-221 SH
DEERE & CO	COM	$1.4M	1.0%Prev: 1.0%	3,024 SH	Increased+200 SH
DISNEY WALT CO	COM	$367K	0.3%Prev: 0.3%	3,229 SH	Decreased-10 SH
DTE ENERGY CO	COM	$218K	0.2%Prev: 0.2%	1,693 SH	Decreased+6 SH
EATON VANCE TAX-MANAGED DIVE	COM	$785K	0.6%Prev: 0.6%	51,148 SH	Increased+2,980 SH
EATON VANCE TAX-MANAGED GLOB	COM	$1.1M	0.8%Prev: 0.7%	111,505 SH	Increased+7,318 SH
ELI LILLY & CO	COM	$710K	0.5%Prev: 0.4%	661 SH	Increased+10 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.9M	1.4%Prev: 1.4%	60,078 SH	Decreased-2,000 SH
EXXON MOBIL CORP	COM	$817K	0.6%Prev: 0.6%	6,792 SH	Increased
FIDUS INVT CORP	COM	$256K	0.2%Prev: 0.2%	13,278 SH	Decreased
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$339K	0.2%Prev: 0.2%	4,769 SH	Increased
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$453K	0.3%Prev: 0.3%	24,843 SH	Decreased-850 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$205K	0.1%Prev: 0.2%	3,821 SH	Decreased-310 SH
FIRST TR EXCHANGE TRADED FD	CONSUMR DISCRE	$344K	0.2%Prev: 0.3%	5,028 SH	Increased
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$3.3M	2.4%Prev: 2.4%	52,570 SH	Increased+103 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$302K	0.2%Prev: 0.2%	5,001 SH	Increased-9 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$1.3M	0.9%Prev: 1.0%	11,521 SH	Decreased-862 SH
FIRST TR EXCHANGE TRADED FD	INDLS PROD DUR	$311K	0.2%Prev: 0.2%	3,900 SH	Increased
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.7M	2.6%Prev: 2.6%	37,811 SH	Increased+1,847 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$796K	0.6%Prev: 0.6%	11,141 SH	Decreased+269 SH
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$474K	0.3%Prev: 0.4%	9,130 SH	Decreased-361 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.5M	1.1%Prev: 1.0%	22,001 SH	Increased+1,747 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$823K	0.6%Prev: 0.6%	4,888 SH	Increased
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.3M	2.4%Prev: 2.4%	29,436 SH	Increased-114 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.5M	5.4%Prev: 5.7%	81,234 SH	Decreased-1,439 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$557K	0.4%Prev: 0.4%	2,070 SH	Decreased
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$892K	0.6%Prev: 0.7%	17,852 SH	Increased+26 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$925K	0.7%Prev: 0.6%	26,170 SH	Increased+2,635 SH
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$484K	0.3%Prev: 0.3%	4,495 SH	Increased-54 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$700K	0.5%Prev: 0.4%	3,391 SH	Increased+73 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$425K	0.3%Prev: 0.3%	9,267 SH	Decreased-277 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$4.3M	3.1%Prev: 3.3%	89,495 SH	Decreased-4,701 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$679K	0.5%Prev: 0.5%	4,151 SH	Decreased-8 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.3M	1.0%Prev: 1.0%	12,285 SH	Decreased+135 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$746K	0.5%Prev: 0.4%	22,619 SH	Increased+4,345 SH
FIRST TR INTER DURATN PFD &	COM	$276K	0.2%Prev: 0.2%	14,792 SH	Decreased
FTAI AVIATION LTD	SHS	$4.7M	3.3%Prev: 3.0%	23,693 SH	Increased-448 SH
GLOBAL X FDS	NASDAQ 100 COVER	$321K	0.2%Prev: 0.2%	18,151 SH	Increased+845 SH
HANCOCK JOHN INVT TR II	COM	$567K	0.4%Prev: 0.4%	41,477 SH	Decreased-225 SH
HOME DEPOT INC	COM	$914K	0.7%Prev: 0.8%	2,656 SH	Decreased
INTUIT	COM	$233K	0.2%Prev: 0.2%	352 SH	Decreased
INVESCO EXCHANGE TRADED FD T	BLOOMBERG ANALYS	$348K	0.2%Prev: 0.3%	4,704 SH	Decreased-2 SH
INVESCO QQQ TR	UNIT SER 1	$778K	0.6%Prev: 0.5%	1,267 SH	Increased+207 SH
ISHARES TR	MSCI USA MIN VOL	$221K	0.2%Prev: 0.2%	2,347 SH	Decreased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.9M	2.1%Prev: 1.8%	31,675 SH	Increased+6,176 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$213K	0.2%Prev: 0.1%	3,722 SH	Increased+175 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$258K	0.2%Prev: 0.2%	4,435 SH	Increased+315 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$259K	0.2%Prev: 0.2%	5,121 SH	Decreased
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$330K	0.2%Prev: 0.2%	5,226 SH	Increased-4 SH
JPMORGAN CHASE & CO.	COM	$480K	0.3%Prev: 0.3%	1,489 SH	Increased
LADDER CAP CORP	CL A	$211K	0.2%Prev: 0.2%	19,199 SH	Increased
LAMB WESTON HLDGS INC	COM	$261K	0.2%Prev: 0.3%	6,234 SH	Decreased
LINCOLN ELEC HLDGS INC	COM	$966K	0.7%Prev: 0.7%	4,030 SH	Increased
LOWES COS INC	COM	$202K	0.1%Prev: 0.2%	837 SH	Decreased
MARRIOTT INTL INC NEW	CL A	$1.1M	0.8%Prev: 0.7%	3,485 SH	Increased
MCKESSON CORP	COM	$536K	0.4%Prev: 0.4%	654 SH	Decreased-100 SH
MEDTRONIC PLC	SHS	$254K	0.2%Prev: 0.2%	2,647 SH	Increased
MERCK & CO INC	COM	$401K	0.3%Prev: 0.3%	3,811 SH	Increased-395 SH
META PLATFORMS INC	CL A	$401K	0.3%Prev: 0.3%	607 SH	Decreased
MICRON TECHNOLOGY INC	COM	$484K	0.3%Prev: 0.2%	1,695 SH	Increased+45 SH
MICROSOFT CORP	COM	$4.1M	3.0%Prev: 3.2%	8,501 SH	Decreased+12 SH
MID-AMER APT CMNTYS INC	COM	$497K	0.4%Prev: 0.4%	3,579 SH	Decreased
MONOLITHIC PWR SYS INC	COM	$753K	0.5%Prev: 0.6%	831 SH	Decreased+1 SH
NEXPOINT REAL ESTATE FIN INC	COM	$533K	0.4%Prev: 0.4%	37,884 SH	Decreased-405 SH
NEXTERA ENERGY INC	COM	$378K	0.3%Prev: 0.3%	4,706 SH	Increased
NNN REIT INC	COM	$881K	0.6%Prev: 0.7%	22,220 SH	Decreased
NUVEEN DOW 30 DYNMC OVERWRT	SHS	$254K	0.2%Prev: 0.2%	16,676 SH	Increased
NVIDIA CORPORATION	COM	$8.1M	5.8%Prev: 6.0%	43,374 SH	Decreased-23 SH
ONEOK INC NEW	COM	$1.1M	0.8%Prev: 0.8%	14,755 SH	Increased
ORACLE CORP	COM	$910K	0.7%Prev: 1.0%	4,667 SH	Decreased-24 SH
PACER FDS TR	TRENDPILOT US BD	$312K	0.2%Prev: 0.2%	16,069 SH	Decreased
PEPSICO INC	COM	$472K	0.3%Prev: 0.3%	3,292 SH	Decreased-75 SH
PIMCO INCOME STRATEGY FD II	COM	$133K	0.1%Prev: 0.1%	17,700 SH	Decreased
PROCTER AND GAMBLE CO	COM	$421K	0.3%Prev: 0.3%	2,941 SH	Decreased
PROSHARES TR	S&P 500 DV ARIST	$256K	0.2%Prev: 0.2%	2,456 SH	Increased-4 SH
QUALCOMM INC	COM	$426K	0.3%Prev: 0.3%	2,488 SH	Decreased-106 SH
RAYMOND JAMES FINL INC	COM	$390K	0.3%Prev: 0.3%	2,427 SH	Decreased+8 SH
RTX CORPORATION	COM	$307K	0.2%Prev: 0.2%	1,672 SH	Increased
SALESFORCE INC	COM	$744K	0.5%Prev: 0.5%	2,809 SH	Increased-58 SH
SEMPRA	COM	$234K	0.2%Prev: 0.2%	2,650 SH	Decreased
SOMNIGROUP INTERNATIONAL INC	COM	$1.5M	1.0%Prev: 1.0%	16,252 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$327K	0.2%Prev: 0.3%	479 SH	Decreased-95 SH
STARWOOD PPTY TR INC	COM	$406K	0.3%Prev: 0.3%	22,568 SH	Decreased
TESLA INC	COM	$1.3M	0.9%Prev: 0.9%	2,844 SH	Increased+30 SH
TRACTOR SUPPLY CO	COM	$351K	0.3%Prev: 0.3%	7,025 SH	Decreased+3 SH
UNION PAC CORP	COM	$3.3M	2.3%Prev: 2.5%	14,132 SH	Decreased+42 SH
UNITED PARCEL SERVICE INC	CL B	$304K	0.2%Prev: 0.2%	3,065 SH	Increased-103 SH
UNITEDHEALTH GROUP INC	COM	$561K	0.4%Prev: 0.4%	1,699 SH	Decreased+1 SH
VALMONT INDS INC	COM	$370K	0.3%Prev: 0.3%	920 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	1.3%Prev: 1.0%	2,815 SH	Increased+599 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$427K	0.3%Prev: 0.3%	1,274 SH	Increased+220 SH
VERIZON COMMUNICATIONS INC	COM	$460K	0.3%Prev: 0.4%	11,286 SH	Decreased-326 SH
VISA INC	COM CL A	$558K	0.4%Prev: 0.4%	1,592 SH	Increased
WALMART INC	COM	$2.2M	1.6%Prev: 1.5%	19,832 SH	Increased
WASTE CONNECTIONS INC	COM	$1.1M	0.8%Prev: 0.8%	6,291 SH	Decreased-110 SH
WELLTOWER INC	COM	$1.3M	0.9%Prev: 0.9%	6,998 SH	Increased

Sold (vs prior filing)

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Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0002055521-26-000001	$139.3M	View
Oct 28, 2025	Q3 2025	13F-HR	0002055521-25-000002	$135.7M	View
Jul 27, 2026	Q2 2026