MOR Wealth Management, LLC
CIK 0002092389 · PHILADELPHIA, PA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$251.2M
2026 Q2
Positions
122
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
58.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHG
SCHWAB STRATEGIC TR
10.7%
IWF
ISHARES TR
9.5%
LVHI
LEGG MASON ETF INVT
8.6%
DGRW
WISDOMTREE TR
7.9%
SPHQ
INVESCO EXCHANGE TRADED FD T
7.4%
VO
VANGUARD INDEX FDS
5.3%
AAPL
APPLE INC
3.1%
NVDA
NVIDIA CORPORATION
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.