Wealth Quarterback LLC

Q3 2025 13F Holdings

  • Location
    toms river, NJ
  • Num holdings

    155

  • Value ($000)

    $258,581

  • Date Filed
    10/20/2025
  • Form type
    13F-HR
  • CIK
    0001803386
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$34.69M
13 %

51,827

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$17.76M
7 %

29,587

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$14.60M
6 %

200,692

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
46432F339
$13.36M
5 %

68,672

A
AAPL

APPLE INC

COM
037833100
$9.69M
4 %

38,055

D
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
78467X109
$9.14M
4 %

19,701

---

PROSHARES TR

SHORT S&P 500 NE
74349Y753
$7.89M
3 %

213,358

S
SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
92189F676
$6.63M
3 %

20,312

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$5.55M
2 %

93,730

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$5.26M
2 %

36,985

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 155