Morrissey Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q2 2026
Location
North Haven, CT
CIK
0001867057
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q2 2026
30
158,958
SPYM, SPYV, JPST, JBND
13F-HR
10/5/2026
000186705726000003