Morrissey Wealth Management, LLC reported 8 positions worth $4.42M for the quarter ended Jun 30, 2026. Its largest holding is Marriott International Inc at 41.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MAR Marriott International Inc | Consumer Discretionary | 5,104 | $1.83M | 41.43% | – | – | – | 0% |
| 2 | MSFT Microsoft Corp | Technology | 1,384 | $716.21K | 16.2% | – | – | – | 0% |
| 3 | AAPL Apple Inc. | Technology | 1,303 | $434.86K | 9.83% | – | – | – | 0% |
| 4 | RTX RTX Corp | Industrials | 2,353 | $434.62K | 9.83% | – | – | – | 0% |
| 5 | HD Home Depot, Inc. | Consumer Discretionary | 1,092 | $308.84K | 6.98% | – | – | – | 0% |
| 6 | XOM ExxonMobil Holdings Corp | Energy | 1,589 | $260.59K | 5.89% | – | – | – | 0% |
| 7 | NVDA Nvidia Corp | Technology | 977 | $228.63K | 5.17% | – | – | – | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 820 | $206.32K | 4.67% | – | – | – | 0% |
Tip. Select a row to see that position’s full history at Morrissey Wealth Management.
As of its Q2 2026 13F filing, Morrissey Wealth Management, LLC’s five largest positions were Marriott International Inc (MAR) at 41.4%, Microsoft Corp (MSFT) at 16.2%, Apple Inc. (AAPL) at 9.8%, RTX Corp (RTX) at 9.8%, Home Depot, Inc. (HD) at 7.0% of the reported portfolio.
Morrissey Wealth Management, LLC reported a 13F portfolio worth $4.42M across 8 positions for Q2 2026.
From the Form 13F-HR reports Morrissey Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.