§ 13F · FUND PROFILE
MOR Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 105Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$218.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 864K | $28.2T | 12.9% | NEW |
| 2 | IWF | ISHARES TR | 47K | $22.3T | 10.2% | NEW |
| 3 | DGRW | WISDOMTREE TR | 212K | $18.9T | 8.7% | NEW |
| 4 | LVHI | LEGG MASON ETF INVT | 453K | $16.7T | 7.6% | NEW |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 195K | $14.6T | 6.7% | NEW |
| 6 | VO | VANGUARD INDEX FDS | 38K | $11.0T | 5.0% | NEW |
| 7 | ACN | ACCENTURE PLC IRELAND | 30K | $8.0T | 3.6% | NEW |
| 8 | AAPL | APPLE INC | 27K | $7.3T | 3.3% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 28K | $5.2T | 2.4% | NEW |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 82K | $4.7T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOR SIGNAL
AC read
MOR Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed