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Morrissey Wealth Management, LLC Portfolio
$159M across 30 positions as of 2026-06-30, with 84% of it in the ten largest.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
—
a quarter missing or too little priced
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
0 of 1
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.3% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $22.7M | 14.3% | 250,339 |
| SPDR SERIES TRUST | $17.7M | 11.1% | 288,113 |
| JPSTJPMorgan Ultra-Short Income ETF | $15.6M | 9.8% | 311,291 |
| JBNDJPMorgan Active Bond ETF | $14.3M | 9.0% | 280,784 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $13.8M | 8.7% | 256,221 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $12.2M | 7.6% | 97,536 |
| MGKVanguard Mega Cap Growth ETF | $10.6M | 6.6% | 112,667 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $9.4M | 5.9% | 145,749 |
| SPDR SERIES TRUST | $9.2M | 5.8% | 380,967 |
| SPTLState Street SPDR Portfolio Long Term Treasury ETF | $8.4M | 5.3% | 354,771 |
| SGOViShares 0-3 Month Treasury Bond ETF | $8.2M | 5.1% | 81,236 |
| SPDR SERIES TRUST | $7.5M | 4.7% | 72,196 |
| MARMarriott International Inc | $1.8M | 1.2% | 5,104 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $812.1K | 0.5% | 16,072 |
| MGVVanguard Mega Cap Value ETF | $750.6K | 0.5% | 4,642 |
| MSFTMicrosoft Corp | $716.2K | 0.5% | 1,384 |
| INVESCO EXCH TRADED FD TR II | $633.8K | 0.4% | 4,092 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $610.3K | 0.4% | 6,561 |
| VBVanguard Small-Cap ETF | $569K | 0.4% | 1,969 |
| SPTSSPDR Portfolio Short Term Treasury ETF | $496.8K | 0.3% | 17,359 |
| AAPLApple Inc | $434.9K | 0.3% | 1,303 |
| RTXRTX Corp | $434.6K | 0.3% | 2,353 |
| XLREReal Estate Select Sector SPDR Fund | $396.4K | 0.2% | 9,713 |
| HDHome Depot Inc | $308.8K | 0.2% | 1,092 |
| VTVVanguard Value ETF | $272.3K | 0.2% | 1,253 |
| VTIVanguard Total Stock Market ETF | $264.4K | 0.2% | 699 |
| EXXON MOBIL CORP | $260.6K | 0.2% | 1,589 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $229.6K | 0.1% | 4,423 |
| NVDANVIDIA Corp | $228.6K | 0.1% | 977 |
| AMZNAmazon.com Inc | $206.3K | 0.1% | 820 |
Quarter ending 2026-06-30.
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