Notify me when Wealth Quarterback LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 151 | $277,744,770 | +$46,111,814 | -$31,341,715 | +$14,770,099 | IVV, QQQ, IAU, QUAL, AAPL | 13F-HR | 14 Jan 2026, 21:13 |
| Q3 2025 | 155 | $258,581,148 | +$34,284,139 | -$4,495,611 | +$29,788,528 | IVV, QQQ, IAU, QUAL, AAPL | 13F-HR | 20 Oct 2025, 11:42 |
| Q2 2025 | 138 | $210,951,782 | +$40,260,728 | -$21,127,929 | +$19,132,799 | IVV, QQQ, QUAL, DIA, AAPL | 13F-HR | 07 Aug 2025, 20:34 |
| Q1 2025 | 124 | $177,717,194 | +$23,590,809 | -$54,348,671 | -$30,757,862 | IVV, QUAL, DIA, AAPL, DVY | 13F-HR | 05 May 2025, 17:00 |
| Q4 2024 | 119 | $212,983,459 | +$38,959,687 | -$17,445,377 | +$21,514,310 | IVV, DIA, QUAL, IUSG, AAPL | 13F-HR | 31 Jan 2025, 11:39 |
| Q3 2024 | 130 | $192,185,508 | +$19,208,677 | -$14,967,305 | +$4,241,372 | IVV, QUAL, DIA, IUSG, AAPL | 13F-HR | 01 Nov 2024, 16:46 |
| Q2 2024 | 124 | $176,410,063 | +$20,893,134 | -$25,227,952 | -$4,334,818 | IVV, QUAL, IUSG, DIA, AAPL | 13F-HR | 22 Jul 2024, 12:01 |
| Q1 2024 | 119 | $179,014,666 | +$24,497,419 | -$15,901,139 | +$8,596,280 | IVV, QUAL, IUSG, SPHB, QQQ | 13F-HR | 09 May 2024, 14:00 |
| Q4 2023 | 117 | $163,795,633 | +$53,639,990 | -$16,673,628 | +$36,966,362 | IVV, IJS, DIA, IJH, QQQ | 13F-HR | 13 Feb 2024, 16:12 |
| Q3 2023 | 111 | $115,605,103 | +$19,516,928 | -$43,770,122 | -$24,253,194 | IVV, VBR, DVY, DIA, AAPL | 13F-HR | 13 Nov 2023, 14:23 |
| Q2 2023 | 122 | $144,368,895 | +$36,894,845 | -$15,713,618 | +$21,181,227 | IVV, DIA, QQQ, SPHB, XLF | 13F-HR | 10 Aug 2023, 12:09 |
| Q1 2023 | 119 | $117,815,950 | +$13,535,643 | -$21,005,757 | -$7,470,114 | IVV, TIP, IJH, DIA, AOR | 13F-HR | 12 May 2023, 14:50 |
| Q4 2022 | 119 | $120,623,351 | +$32,288,601 | -$11,582,729 | +$20,705,872 | IVV, TIP, IAU, DIA, IJH | 13F-HR | 10 Feb 2023, 12:42 |
| Q3 2022 | 103 | $94,014,000 | +$4,761,898 | -$30,292,009 | -$25,530,111 | TIP, IVV, IAU, FENY, IJH | 13F-HR | 14 Nov 2022, 09:08 |
| Q2 2022 | 118 | $128,264,000 | $0 | $0 | $0 | SH, TIP, IVV, LQD, FENY | 13F-HR | 15 Aug 2022, 11:29 |
| Q3 2021 | 886 | $131,787,000 | +$5,582,206 | -$10,783,065 | -$5,200,859 | IVV, LQD, TIP, EMB, TLT | 13F-HR | 17 Nov 2021, 09:22 |
| Q2 2021 | 849 | $164,108,000 | +$79,851,222 | -$45,417,077 | +$34,434,145 | IVV, LQD, TIP, EMB, QQQ | 13F-HR | 11 Aug 2021, 12:29 |
| Q4 2020 | 107 | $120,272,000 | +$25,312,776 | -$23,380,736 | +$1,932,040 | IEF, QUAL, IVV, LQD, IAU | 13F-HR | 16 Feb 2021, 19:31 |
| Q3 2020 | 113 | $101,499,000 | $0 | $0 | $0 | IVV, IEF, LQD, IAU, QUAL | 13F-HR | 16 Nov 2020, 12:42 |
| Q2 2020 | 113 | $109,004,000 | +$15,997,951 | -$33,138,358 | -$17,140,407 | IVV, IEF, LQD, IAU, QUAL | 13F-HR | 14 Aug 2020, 21:10 |
| Q1 2020 | 976 | $105,961,710 | +$18,769,017 | -$8,740,126 | +$10,028,891 | IVV, LQD, TLT, IEF, MTUM | 13F-HR | 13 May 2020, 21:32 |
| Q4 2019 | 1,168 | $85,669,597 | $0 | $0 | $0 | IVV, LQD, NEAR, IGIB, IEMG | Restatement | 27 Feb 2020, 17:09 |
| Q1 1987 | 132 | $178,636,000 | $0 | $0 | $0 | IVV, QQQ, DIA, TIP, LQD | 13F-HR | 17 May 2022, 13:03 |