Morrissey Wealth Management, LLC - Portfolio Stock Holdings
Morrissey Wealth Management, LLC disclosed 29 stock positions in a recent SEC 13F filing. $160,405,188 of stock holdings were filed, with the largest holdings including SPYM, SPYV, and JPST. This filing represented positions held on June 30, 2026, and was filed yesterday.Report Period:
June 30, 2026No. of Stocks:
29Est. Stock Holding Value:
$160,405,188Top Stock Holdings By Sector
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Portfolio Stock Holdings - Morrissey Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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Change (USD)
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% Change
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