Wealth Quarterback LLC has released its latest 13F-HR filing with the SEC, revealing a total investment value of approximately $328 million as of September 30, 2026. This update is significant as it showcases the firm's investment strategy and portfolio management in the competitive landscape of investment management.
Wealth Quarterback LLC, based in Toms River, New Jersey, is categorized as an investment management firm. The company operates under the Central Index Key (CIK) 0001803386 and has been actively filing reports with the SEC, including several 13F-HR forms throughout the year.
The recent filing, accession number 0001803386-26-000006, indicates that Wealth Quarterback LLC holds a total of 180 positions in various securities. Notably, the company has made significant investments in well-known firms, reflecting a diversified approach to asset management. The filing includes holdings in major corporations like Abbott Laboratories, AbbVie Inc., and Alphabet Inc., among others.
According to the filing, the total value of the reported holdings is $328,116,767. This figure highlights Wealth Quarterback's substantial presence in the investment management sector, which may influence the strategies of its competitors. The firm has demonstrated its capability to manage a diverse portfolio effectively, which could prompt other investment firms to reassess their own strategies and holdings.
The filing does not specify what actions Wealth Quarterback LLC will take next, leaving industry observers to speculate on potential future moves. However, the ongoing updates in their filings suggest a commitment to transparency and active management of their investment portfolio.