Morrissey Wealth Management, LLC
Morrissey Wealth Management, LLC reported 30 holdings worth US$159M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Oct 5, 2026
Morrissey Wealth Management, LLC reported 30 holdings worth US$159M as of Jun 30, 2026. Largest: Marriott International, Microsoft Corp. and Apple Inc. Filed Oct 5, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$159M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Marriott International | 5,104 | US$1.83M | 1.2% |
| Microsoft Corp. | 1,384 | US$716K | 0.45% |
| Apple Inc | 1,303 | US$435K | 0.27% |
| Rtx Corporation | 2,353 | US$435K | 0.27% |
| Home Depot, Inc. (the) | 1,092 | US$309K | 0.19% |
| Exxon Mobil Corporation | 1,589 | US$261K | 0.16% |
| Nvidia Corporation | 977 | US$229K | 0.14% |
| Amazon.com, Inc. | 820 | US$206K | 0.13% |