Wealth Quarterback LLC
CIK: 1803386SEC EDGAR →
Portfolio Value
$98.6B
Holdings
163
As of
Q1 2026
New Positions
163
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 181,382 | $16.0B | 16.21% |
| 2 | ENTREPRENEURSHARES SERIES TR | 363,923 | $6.1B | 6.23% |
| 3 | FIDELITY COVINGTON TRUST | 122,407 | $6.1B | 6.22% |
| 4 | FIDELITY WISE ORIGIN BITCOIN | 103,605 | $6.1B | 6.20% |
| 5 | BLACKROCK ETF TRUST | 96,606 | $5.6B | 5.70% |
| 6 | FIDELITY COVINGTON TRUST | 131,847 | $4.9B | 4.97% |
| 7 | FIDELITY GREENWOOD STREET TR | 124,547 | $3.7B | 3.72% |
| 8 | SELECT SECTOR SPDR TR | 75,934 | $3.5B | 3.53% |
| 9 | ISHARES TR | 40,869 | $3.0B | 3.08% |
| 10 | FIDELITY COVINGTON TRUST | 85,709 | $2.9B | 2.96% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $53.6B | 54.4% |
| Unknown | 12 | $19.9B | 20.2% |
| Technology | 23 | $7.6B | 7.7% |
| Energy | 9 | $3.8B | 3.9% |
| Healthcare | 12 | $2.8B | 2.8% |
| Utilities | 7 | $2.8B | 2.8% |
| Consumer Defensive | 7 | $2.7B | 2.8% |
| Real Estate | 7 | $2.5B | 2.5% |
| Communication Services | 6 | $1.2B | 1.2% |
| Industrials | 13 | $894.3M | 0.9% |
| Basic Materials | 2 | $777.0M | 0.8% |
| Consumer Cyclical | 5 | $6.5M | 0.0% |