MOR Wealth Management, LLC
MOR Wealth Management, LLC reported 122 positions worth $251.2M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SCHG (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $27.0M | 10.73% | 796,661 | — | — | |
| ▸ 2 | IWF | SH | $24.0M | 9.54% | 192,949 | — | — | |
| ▸ 3 | LVHI | SH | $21.6M | 8.58% | 531,044 | — | — | |
| ▸ 4 | DGRW | SH | $19.9M | 7.94% | 208,478 | — | — | |
| ▸ 5 | SPHQ | SH | $18.5M | 7.35% | 205,024 | — | — | |
| ▸ 6 | VO | SH | $13.2M | 5.27% | 164,252 | — | — | |
| ▸ 7 | AAPL | SH | $7.9M | 3.14% | 27,280 | — | — | |
| ▸ 8 | NVDA | SH | $5.2M | 2.08% | 26,110 | — | — | |
| ▸ 9 | TPL | SH | $5.1M | 2.02% | 11,573 | — | — | |
| ▸ 10 | AVUV | SH | $5.1M | 2.01% | 40,523 | — | — |
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Frequently Asked Questions
What stocks does MOR Wealth Management, LLC hold as of Q2 2026?
MOR Wealth Management, LLC reported 122 positions worth $251.2M in its Q2 2026 13F filing. Largest positions: SCHG (10.7%), IWF (9.5%), LVHI (8.6%), DGRW (7.9%) and SPHQ (7.4%).
What did MOR Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MOR Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.