Morling Financial Advisors, LLC
Morling Financial Advisors, LLC reported 123 positions worth $360.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: VTI (13.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $48.6M | 13.50% | 131,326 | — | — | |
| ▸ 2 | TOTL | SH | $45.3M | 12.58% | 1,147,703 | — | — | |
| ▸ 3 | FLXR | SH | $32.1M | 8.93% | 819,626 | — | — | |
| ▸ 4 | VGSH | SH | $31.0M | 8.61% | 532,671 | — | — | |
| ▸ 5 | DFAE | SH | $29.6M | 8.23% | 736,803 | — | — | |
| ▸ 6 | DFAU | SH | $27.9M | 7.76% | 540,576 | — | — | |
| ▸ 7 | VGIT | SH | $18.9M | 5.24% | 320,043 | — | — | |
| ▸ 8 | DFAI | SH | $15.5M | 4.31% | 375,773 | — | — | |
| ▸ 9 | SCHX | SH | $13.1M | 3.64% | 445,652 | — | — | |
| ▸ 10 | AAPL | SH | $11.2M | 3.10% | 38,576 | — | — |
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Frequently Asked Questions
What stocks does Morling Financial Advisors, LLC hold as of Q2 2026?
Morling Financial Advisors, LLC reported 123 positions worth $360.0M in its Q2 2026 13F filing. Largest positions: VTI (13.5%), TOTL (12.6%), FLXR (8.9%), VGSH (8.6%) and DFAE (8.2%).
What did Morling Financial Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Morling Financial Advisors, 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.