§ 13F · FUND PROFILE
Morling Financial Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $305.8T (13F)Positions · 102Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T 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 FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 123K | $41.1T | 12.9% | +3% |
| 2 | TOTL | SSGA ACTIVE ETF TR | 1.01M | $40.7T | 12.8% | +7% |
| 3 | FLXR | TCW ETF TRUST | 738K | $29.2T | 9.2% | +7% |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | 476K | $27.9T | 8.8% | +9% |
| 5 | DFAU | DIMENSIONAL ETF TRUST | 531K | $24.8T | 7.8% | +2% |
| 6 | DFAE | DIMENSIONAL ETF TRUST | 759K | $24.7T | 7.8% | +3% |
| 7 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 339K | $17.1T | 5.4% | +8% |
| 8 | DFAI | DIMENSIONAL ETF TRUST | 359K | $13.7T | 4.3% | +4% |
| 9 | SCHX | SCHWAB STRATEGIC TR | 459K | $12.3T | 3.9% | +2% |
| 10 | AAPL | APPLE INC | 38K | $10.4T | 3.3% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MORLING SIGNAL
AC read
Morling Financial Advisors, LLC is a Other fund managing $305809.2 trillion in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed