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: $135.7M125 positionsView on SEC.gov

			% of Portfolio
ALLSPRING MULTI SECTOR INCOM	COM	$608K	0.4%Prev: 0.4%	63,431 SH	Increased+2,400 SH
ALLSTATE CORP	COM	$2.2M	1.6%Prev: 1.5%	10,120 SH	Decreased+318 SH
ALPHABET INC	CAP STK CL A	$749K	0.6%Prev: 0.8%	3,079 SH	Decreased-295 SH
ALPHABET INC	CAP STK CL C	$972K	0.7%Prev: 0.9%	3,990 SH	Decreased+83 SH
AMAZON COM INC	COM	$2.5M	1.8%Prev: 1.7%	11,169 SH	Decreased-221 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$510K	0.4%Prev: 0.4%	12,109 SH	Decreased-2,045 SH
AMERICAN CENTY ETF TR	DIVERSIFID CRP	$274K	0.2%Prev: 0.1%	5,766 SH	Increased+1,086 SH
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$386K	0.3%Prev: 0.3%	5,347 SH	Decreased+272 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$532K	0.4%Prev: 0.7%	5,345 SH	Decreased-3,315 SH
AMGEN INC	COM	$362K	0.3%Prev: 0.3%	1,284 SH	Decreased+9 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	0.9%Prev: 0.8%	26,876 SH	Increased+822 SH
APPLE INC	COM	$7.4M	5.5%Prev: 5.5%	29,050 SH	Decreased-438 SH
ARES COML REAL ESTATE CORP	COM	$71K	0.1%Prev: 0.0%	15,651 SH	Increased+4,385 SH
AT&T INC	COM	$555K	0.4%Prev: 0.3%	19,650 SH	Increased+101 SH
AVNET INC	COM	$238K	0.2%Prev: 0.3%	4,554 SH	Decreased+165 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	1.7%Prev: 1.4%	3 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.2M	9.0%Prev: 7.7%	24,277 SH	Increased+438 SH
BOSTON SCIENTIFIC CORP	COM	$1.1M	0.8%Prev: 0.3%	11,531 SH	Increased-94 SH
BROADCOM INC	COM	$258K	0.2%Prev: 0.2%	781 SH	Decreased-113 SH
CANADIAN PACIFIC KANSAS CITY	COM	$435K	0.3%Prev: 0.3%	5,843 SH	Decreased+175 SH
CATERPILLAR INC	COM	$544K	0.4%Prev: 0.8%	1,141 SH	Decreased+8 SH
CBRE GROUP INC	CL A	$257K	0.2%Prev: 0.2%	1,629 SH	Increased-200 SH
CHEVRON CORP NEW	COM	$210K	0.2%	1,351 SH	New
COCA COLA CO	COM	$291K	0.2%Prev: 0.4%	4,390 SH	Decreased-2,611 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$795K	0.6%Prev: 0.6%	19,714 SH	Decreased-3,264 SH
CONAGRA BRANDS INC	COM	$349K	0.3%Prev: 0.2%	19,071 SH	Increased+1,031 SH
COSTCO WHSL CORP NEW	COM	$795K	0.6%	859 SH	New
CURTISS WRIGHT CORP	COM	$473K	0.3%Prev: 0.4%	871 SH	Decreased+40 SH
CVS HEALTH CORP	COM	$796K	0.6%Prev: 0.6%	10,561 SH	Decreased+1,369 SH
DEERE & CO	COM	$1.3M	1.0%Prev: 1.2%	2,824 SH	Decreased-123 SH
DISNEY WALT CO	COM	$371K	0.3%Prev: 0.2%	3,239 SH	Increased+237 SH
DTE ENERGY CO	COM	$239K	0.2%Prev: 0.1%	1,687 SH	Increased+258 SH
EATON VANCE TAX-MANAGED DIVE	COM	$766K	0.6%Prev: 0.4%	48,168 SH	Increased+2,242 SH
EATON VANCE TAX-MANAGED GLOB	COM	$948K	0.7%Prev: 0.7%	104,187 SH	Decreased-2,018 SH
ELI LILLY & CO	COM	$497K	0.4%Prev: 0.5%	651 SH	Decreased+48 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.9M	1.4%Prev: 1.3%	62,078 SH	Decreased+8,596 SH
EXXON MOBIL CORP	COM	$766K	0.6%Prev: 0.6%	6,792 SH	Decreased-84 SH
FIDUS INVT CORP	COM	$269K	0.2%Prev: 0.2%	13,278 SH	Increased
FIRST TR EXCH TRADED FD III	LNG/SHT EQUITY	$334K	0.2%Prev: 0.2%	4,769 SH	Decreased
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$469K	0.3%Prev: 0.3%	25,693 SH	Increased+1,138 SH
FIRST TR EXCH TRD ALPHDX FD	EUROPE ALPHADEX	$211K	0.2%Prev: 0.1%	4,131 SH	Decreased+310 SH
FIRST TR EXCHANGE TRADED FD	CONSUMR DISCRE	$343K	0.3%	5,028 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$3.2M	2.4%Prev: 2.6%	52,467 SH	Decreased-389 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$298K	0.2%	5,010 SH	New
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$1.4M	1.0%	12,383 SH	New
FIRST TR EXCHANGE TRADED FD	INDLS PROD DUR	$304K	0.2%	3,900 SH	New
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$3.5M	2.6%Prev: 2.9%	35,964 SH	Decreased-2,751 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$826K	0.6%	10,872 SH	New
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$502K	0.4%Prev: 0.3%	9,491 SH	Decreased+481 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.4M	1.0%Prev: 1.2%	20,254 SH	Decreased-1,952 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$821K	0.6%	4,888 SH	New
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$3.3M	2.4%Prev: 2.6%	29,550 SH	Decreased-179 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$7.7M	5.7%Prev: 4.7%	82,673 SH	Increased+4,260 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$579K	0.4%Prev: 0.3%	2,070 SH	Increased+124 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$888K	0.7%Prev: 0.6%	17,826 SH	Decreased-15 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$845K	0.6%Prev: 0.6%	23,535 SH	Decreased-3,668 SH
FIRST TR EXCHANGE-TRADED FD	INDXX NEXTG ETF	$471K	0.3%Prev: 0.4%	4,549 SH	Decreased+79 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$595K	0.4%Prev: 0.5%	3,318 SH	Decreased-131 SH
FIRST TR EXCHANGE-TRADED FD	SENIOR LN FD	$437K	0.3%Prev: 0.3%	9,544 SH	Increased+300 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$4.5M	3.3%Prev: 2.8%	94,196 SH	Increased+10,233 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$691K	0.5%Prev: 0.5%	4,159 SH	Decreased+92 SH
FIRST TR EXCHANGE-TRADED FD	WTR ETF	$1.4M	1.0%Prev: 0.9%	12,150 SH	Increased-202 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$592K	0.4%Prev: 0.6%	18,274 SH	Decreased-6,711 SH
FIRST TR INTER DURATN PFD &	COM	$283K	0.2%Prev: 0.2%	14,792 SH	Increased+1,600 SH
FTAI AVIATION LTD	SHS	$4.0M	3.0%Prev: 3.9%	24,141 SH	Decreased+1,846 SH
FTAI INFRASTRUCTURE INC	COMMON STOCK	$48K	0.0%	10,986 SH	New
GLOBAL X FDS	NASDAQ 100 COVER	$294K	0.2%Prev: 0.2%	17,306 SH	Decreased-845 SH
HANCOCK JOHN INVT TR II	COM	$583K	0.4%	41,702 SH	New
HOME DEPOT INC	COM	$1.1M	0.8%Prev: 0.6%	2,656 SH	Increased-13 SH
INTUIT	COM	$240K	0.2%	352 SH	New
INVESCO EXCHANGE TRADED FD T	BLOOMBERG ANALYS	$352K	0.3%	4,706 SH	New
INVESCO QQQ TR	UNIT SER 1	$636K	0.5%Prev: 0.7%	1,060 SH	Decreased-425 SH
ISHARES TR	MSCI USA MIN VOL	$223K	0.2%	2,347 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$2.4M	1.8%Prev: 2.3%	25,499 SH	Decreased-10,575 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$203K	0.1%Prev: 0.2%	3,547 SH	Decreased-607 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$237K	0.2%Prev: 0.2%	4,120 SH	Decreased-1,070 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$260K	0.2%Prev: 0.2%	5,121 SH	Decreased-177 SH
J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$329K	0.2%Prev: 0.2%	5,230 SH	Increased+1,075 SH
JPMORGAN CHASE & CO.	COM	$470K	0.3%	1,489 SH	New
LADDER CAP CORP	CL A	$209K	0.2%Prev: 0.1%	19,199 SH	Increased
LAMB WESTON HLDGS INC	COM	$362K	0.3%Prev: 0.2%	6,234 SH	Increased
LINCOLN ELEC HLDGS INC	COM	$950K	0.7%Prev: 0.7%	4,030 SH	Decreased
LOWES COS INC	COM	$210K	0.2%	837 SH	New
MARRIOTT INTL INC NEW	CL A	$908K	0.7%Prev: 0.8%	3,485 SH	Decreased-13 SH
MCKESSON CORP	COM	$582K	0.4%Prev: 0.3%	754 SH	Increased+104 SH
MEDTRONIC PLC	SHS	$252K	0.2%Prev: 0.1%	2,647 SH	Increased-235 SH
MERCK & CO INC	COM	$353K	0.3%Prev: 0.3%	4,206 SH	Decreased+395 SH
META PLATFORMS INC	CL A	$446K	0.3%Prev: 0.2%	607 SH	Increased+11 SH
MICRON TECHNOLOGY INC	COM	$276K	0.2%Prev: 1.3%	1,650 SH	Decreased-81 SH
MICROSOFT CORP	COM	$4.4M	3.2%Prev: 2.1%	8,489 SH	Increased-231 SH
MID-AMER APT CMNTYS INC	COM	$500K	0.4%Prev: 0.3%	3,579 SH	Increased+745 SH
MONOLITHIC PWR SYS INC	COM	$764K	0.6%Prev: 0.7%	830 SH	Decreased-1 SH
NEXPOINT REAL ESTATE FIN INC	COM	$543K	0.4%Prev: 0.4%	38,289 SH	Decreased+1,727 SH
NEXTERA ENERGY INC	COM	$355K	0.3%Prev: 0.3%	4,706 SH	Decreased-213 SH
NNN REIT INC	COM	$946K	0.7%Prev: 0.5%	22,220 SH	Increased+4,439 SH
NUVEEN DOW 30 DYNMC OVERWRT	SHS	$248K	0.2%	16,676 SH	New
NVIDIA CORPORATION	COM	$8.1M	6.0%Prev: 5.6%	43,397 SH	Decreased+17 SH
ONEOK INC NEW	COM	$1.1M	0.8%Prev: 0.7%	14,755 SH	Decreased+1,632 SH
ORACLE CORP	COM	$1.3M	1.0%Prev: 0.5%	4,691 SH	Increased-253 SH
PACER FDS TR	TRENDPILOT US BD	$319K	0.2%Prev: 0.2%	16,069 SH	Increased
PEPSICO INC	COM	$473K	0.3%Prev: 0.3%	3,367 SH	Increased+105 SH
PIMCO INCOME STRATEGY FD II	COM	$134K	0.1%Prev: 0.1%	17,700 SH	Increased
PROCTER AND GAMBLE CO	COM	$452K	0.3%	2,941 SH	New
PROSHARES TR	S&P 500 DV ARIST	$254K	0.2%Prev: 0.1%	2,460 SH	Increased-1,635 SH
QUALCOMM INC	COM	$431K	0.3%Prev: 0.3%	2,594 SH	Decreased-11 SH
RAYMOND JAMES FINL INC	COM	$418K	0.3%Prev: 0.2%	2,419 SH	Increased-21 SH
RTX CORPORATION	COM	$280K	0.2%Prev: 0.2%	1,672 SH	Decreased-94 SH
SALESFORCE INC	COM	$680K	0.5%Prev: 0.3%	2,867 SH	Increased-7 SH
SEMPRA	COM	$238K	0.2%Prev: 0.2%	2,650 SH	Decreased
SOMNIGROUP INTERNATIONAL INC	COM	$1.4M	1.0%Prev: 0.8%	16,252 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$383K	0.3%	574 SH	New
STARWOOD PPTY TR INC	COM	$437K	0.3%Prev: 0.1%	22,568 SH	Increased+9,865 SH
TESLA INC	COM	$1.3M	0.9%Prev: 0.7%	2,814 SH	Increased+98 SH
TRACTOR SUPPLY CO	COM	$399K	0.3%Prev: 0.1%	7,022 SH	Increased+241 SH
UNION PAC CORP	COM	$3.3M	2.5%Prev: 2.6%	14,090 SH	Decreased-935 SH
UNITED PARCEL SERVICE INC	CL B	$265K	0.2%	3,168 SH	New
UNITEDHEALTH GROUP INC	COM	$586K	0.4%Prev: 0.5%	1,698 SH	Decreased-30 SH
VALMONT INDS INC	COM	$357K	0.3%Prev: 0.3%	920 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.4M	1.0%Prev: 1.5%	2,216 SH	Decreased-1,290 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$346K	0.3%Prev: 0.6%	1,054 SH	Decreased-1,400 SH
VERIZON COMMUNICATIONS INC	COM	$510K	0.4%Prev: 0.3%	11,612 SH	Increased+928 SH
VISA INC	COM CL A	$543K	0.4%Prev: 0.4%	1,592 SH	Decreased-125 SH
WALMART INC	COM	$2.0M	1.5%Prev: 1.6%	19,832 SH	Decreased-2,205 SH
WASTE CONNECTIONS INC	COM	$1.1M	0.8%Prev: 0.7%	6,401 SH	Increased+205 SH
WELLTOWER INC	COM	$1.2M	0.9%Prev: 0.8%	6,998 SH	Decreased+1,300 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $601K
AMERICAN CENTY ETF TR — $434K
ASML HLDG NV — $235K
CHEVRON CORPORATION — $226K
COSTCO WHOLESALE CORPORATION — $884K
FIRST TR EXCHANGE TRADED FD — $220K
FIRST TR EXCHANGE TRADED FD — $203K
FIRST TR EXCHANGE TRADED FD — $226K
FIRST TR EXCHANGE-TRADED FD — $348K
FIRST TR EXCHANGE-TRADED FD — $310K
FIRST TR EXCHANGE-TRADED FD — $1.4M
FIRST TR EXCHANGE-TRADED FD — $355K
FIRST TR EXCHANGE-TRADED FD — $237K
FIRST TR EXCHANGE-TRADED FD — $1.0M
FIRST TR EXCHANGE-TRADED FD — $1.1M
HANCOCK JOHN INVS TR — $552K
INTEL CORP — $506K
INTERNATIONAL BUSINESS MACHS — $250K
INVESCO EXCHANGE TRADED FD T — $326K
ISHARES TR — $237K
… and 11 more

All filings

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