Morrissey Wealth Management, LLC
CIK: 1867057SEC EDGAR →
Portfolio Value
$124.3B
Holdings
30
As of
Q3 2026
New Positions
30
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 250,339 | $22.7B | 18.25% |
| 2 | SPDR SERIES TRUST | 288,113 | $17.7B | 14.25% |
| 3 | J P MORGAN EXCHANGE TRADED F | 311,291 | $15.6B | 12.58% |
| 4 | J P MORGAN EXCHANGE TRADED F | 280,784 | $14.3B | 11.51% |
| 5 | SPDR SERIES TRUST | 256,221 | $13.8B | 11.10% |
| 6 | VANGUARD WORLD FD | 112,667 | $10.6B | 8.49% |
| 7 | SPDR SERIES TRUST | 145,749 | $9.4B | 7.54% |
| 8 | SPDR SERIES TRUST | 380,967 | $9.2B | 7.40% |
| 9 | SPDR SERIES TRUST | 354,771 | $8.4B | 6.78% |
| 10 | SPDR INDEX SHS FDS | 16,072 | $812.1M | 0.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $124.3B | 100.0% |
| Consumer Cyclical | 3 | $2.3M | 0.0% |
| Technology | 3 | $1.4M | 0.0% |
| Industrials | 1 | $435K | 0.0% |
| Energy | 1 | $261K | 0.0% |