Wealth Quarterback LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing, signed by Chief Compliance Officer Thomas James Clancy on October 20, 2026, lists 180 distinct equity securities held by the firm.
The filing provides a detailed breakdown of the firm's holdings, including the names of the issuers, CUSIP identifiers, total shares held, and sole voting power. The portfolio is diversified across various sectors, with a significant number of positions held in exchange-traded funds (ETFs). Major holdings include BlackRock ETF Trust funds such as the iShares Systematic Alpha ETF and the iShares U.S. Large-Cap Growth ETF, alongside other broad-market ETFs like the iShares Core S&P 500 ETF and the Vanguard S&P 500 ETF.
Individual stock positions in the filing include technology giants like Apple Inc., Microsoft Corporation, Alphabet Inc., and NVIDIA Corporation. Other notable holdings listed include Berkshire Hathaway Inc., JPMorgan Chase & Co., Eli Lilly & Co., and United States Antimony Corp. The filing also includes a variety of sector-specific ETFs, such as the VanEck Semiconductor ETF, the iShares U.S. Aerospace & Defense ETF, and the Invesco Exchange-Traded Self-Driving Index Fund.
