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
IVV
IVV

ISHARES TR

CORE S&P500 ETF
$34.69M
13 %

51,827

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$17.76M
7 %

29,587

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$14.60M
6 %

200,692

QUAL
QUAL

ISHARES TR

MSCI USA QLT FCT
$13.36M
5 %

68,672

AAPL
AAPL

APPLE INC

COM
$9.69M
4 %

38,055

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$9.14M
4 %

19,701

---

PROSHARES TR

SHORT S&P 500 NE
$7.89M
3 %

213,358

SMH
SMH

VANECK ETF TRUST

SEMICONDUCTR ETF
$6.63M
3 %

20,312

DYNF
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
$5.55M
2 %

93,730

DVY
DVY

ISHARES TR

SELECT DIVID ETF
$5.26M
2 %

36,985

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