Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Morrissey Wealth Management

Latest statistics and disclosures from Morrissey Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001867057

Tip: Access up to 7 years of quarterly data

Positions held by Morrissey Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Morrissey Wealth Management

Morrissey Wealth Management holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	14.3	$23M	250k	90.60	View chart
Spdr Series Trust St Str P500val (SPYV)	11.1	$18M	288k	61.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	9.8	$16M	311k	50.23	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	9.0	$14M	281k	50.95	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	8.7	$14M	256k	53.84	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	7.6	$12M	98k	124.62	View chart
Vanguard World Mega Grwth Ind (MGK)	6.6	$11M	113k	93.68	View chart
Spdr Series Trust St Str P400mid (SPMD)	5.9	$9.4M	146k	64.30	View chart
Spdr Series Trust St Term High Etf (SJNK)	5.8	$9.2M	381k	24.14	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	5.3	$8.4M	355k	23.75	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	5.1	$8.2M	81k	100.44	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	4.7	$7.5M	72k	103.98	View chart
Marriott Intl Cl A (MAR)	1.2	$1.8M	5.1k	358.94	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.5	$812k	16k	50.53	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.5	$751k	4.6k	161.70	View chart
Microsoft Corporation (MSFT)	0.5	$716k	1.4k	517.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.4	$634k	4.1k	154.88	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.4	$610k	6.6k	93.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$569k	2.0k	289.00	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.3	$497k	17k	28.62	View chart
Apple (AAPL)	0.3	$435k	1.3k	333.74	View chart
Raytheon Technologies Corp (RTX)	0.3	$435k	2.4k	184.71	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$396k	9.7k	40.81	View chart
Home Depot (HD)	0.2	$309k	1.1k	282.82	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$272k	1.3k	217.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$264k	699.00	378.19	View chart
Exxon Mobil Corporation (XOM)	0.2	$261k	1.6k	164.00	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$230k	4.4k	51.91	View chart
NVIDIA Corporation (NVDA)	0.1	$229k	977.00	234.02	View chart
Amazon (AMZN)	0.1	$206k	820.00	251.61	View chart

Past Filings by Morrissey Wealth Management

SEC 13F filings are viewable for Morrissey Wealth Management going back to 2026

Morrissey Wealth Management 2026 Q2 filed Oct. 5, 2026

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z