Morrissey Wealth Management, LLC — 13F holdings

Morrissey Wealth Management, LLC reported 30 holdings worth $159M in its 13F filing for Q2 2026, filed October 5, 2026.

Largest positions

1. SPYM SPDR SERIES TRUST — $22.7M (14.3%)
2. SPYV SPDR SERIES TRUST — $17.7M (11.1%)
3. JPST J P MORGAN EXCHANGE TRADED F — $15.6M (9.8%)
4. JBND J P MORGAN EXCHANGE TRADED F — $14.3M (9.0%)
5. SPSM SPDR SERIES TRUST — $13.8M (8.7%)
6. SPYG SPDR SERIES TRUST — $12.2M (7.6%)
7. MGK VANGUARD WORLD FD — $10.6M (6.6%)
8. SPMD SPDR SERIES TRUST — $9.37M (5.9%)
9. SJNK SPDR SERIES TRUST — $9.20M (5.8%)
10. SPTL SPDR SERIES TRUST — $8.43M (5.3%)