§ 13F · FUND PROFILE
MOR Wealth Management, LLC.
AUM · $251M (13F)Positions · 122Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 797K | $27M | — | — |
| 2 | IWF | ISHARES TR | 193K | $24M | — | — |
| 3 | LVHI | LEGG MASON ETF INVT | 531K | $22M | — | — |
| 4 | DGRW | WISDOMTREE TR | 208K | $20M | — | — |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 205K | $18M | — | — |
| 6 | VO | VANGUARD INDEX FDS | 164K | $13M | — | — |
| 7 | AAPL | APPLE INC | 27K | $8M | — | — |
| 8 | NVDA | NVIDIA CORPORATION | 26K | $5M | — | — |
| 9 | TPL | TEXAS PACIFIC LAND CORPORATI | 12K | $5M | — | — |
| 10 | AVUV | AMERICAN CENTY ETF TR | 41K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOR SIGNAL
AC read
MOR Wealth Management, LLC is a Other fund managing $251 million in assets. The fund runs a portfolio of 122 positions.
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