Wealth Quarterback LLC: 13F holdings
CIK 18033862026Q2
| Positions | 171 |
|---|---|
| Reported value | $323.8m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 64,245 | $48.1m | 14.9% |
| IAU ISHARES GOLD TR | 250,563 | $18.9m | 5.8% |
| SMH VANECK ETF TRUST | 28,436 | $18.7m | 5.8% |
| QQQ INVESCO QQQ TR | 22,702 | $16.7m | 5.2% |
| QUAL ISHARES TR | 75,806 | $16.6m | 5.1% |
| AAPL APPLE INC | 34,685 | $10.0m | 3.1% |
| ENTREPRENEURSHARES SERIES TR | 401,964 | $8.5m | 2.6% |
| FBCG FIDELITY COVINGTON TRUST | 135,983 | $8.4m | 2.6% |
| DVY ISHARES TR | 50,050 | $7.8m | 2.4% |
| DYNF BLACKROCK ETF TRUST | 108,719 | $7.4m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803386")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.