Wealth Quarterback LLC - Portfolio overview

Wealth Quarterback LLC has 179 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 13.76%
2. IAU - ISHARES GOLD TR, 5.96%
3. QUAL - ISHARES TR, 5.06%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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