Filer Snapshot

Wealth Quarterback LLC

CIK 0001803386. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

25

Latest filing

09 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

IVV

$36.94M reported value

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13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

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Source: SEC Form 13F

13F-HR filed on 09 Apr 2026 for CIK 0001803386.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$254M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$254M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
IVV IAU QUAL QQQ AAPL
+15 moreDVY SMH XOVR FBCG FBTC DYNF FENI MSFT NVDA FHEQ XLU AMZN EFV XOM FENY

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

IVV IAU QUAL QQQ AAPL DVY SMH XOVR
+12 moreFBCG FBTC DYNF FENI MSFT NVDA FHEQ XLU AMZN EFV XOM FENY
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
1400 Hooper Ave, Toms River, NJ, 08753
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Wealth Quarterback LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $254M across 163 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IVV at $36.94M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 163 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 09 Apr 2026

Top 5 concentration

34%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$86.18M

Compared with $254M total 13F value.

Top 5 net change

-$31.41M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: XOVR ยท Largest trim: IVV

IVV IAU QUAL QQQ AAPL Other holdings

IVV

14.5%

Ishares Tr

$36.94M

IAU

6.3%

Ishares Gold Tr

$15.99M

QUAL

5.3%

Ishares Tr

$13.59M

QQQ

4%

Invesco Qqq Tr

$10.27M

AAPL

3.7%

Apple Inc

$9.39M

Latest update

What changed recently for Wealth Quarterback LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

09 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 09 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Wealth Quarterback LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001803386 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
25
First seen
18 Feb 2020
Latest filing
09 Apr 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

Wealth Quarterback LLC SEC filings Wealth Quarterback LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 12 of 25 SEC filings for Wealth Quarterback LLC.

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13F-HR

13F-HR filing

Filing date
09 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
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Verify source filing
13F-HR

13F-HR filing

Filing date
15 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
20 Oct 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
08 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
05 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
31 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
01 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
22 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
09 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR

13F-HR filing

Filing date
13 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
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