MORRIS FINANCIAL CONCEPTS, INC.

Name: MORRIS FINANCIAL CONCEPTS, INC. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001387386 · MOUNT PLEASANT, SC · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source ↗

MORRIS FINANCIAL CONCEPTS, INC. reported 204 positions worth $326.1M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: IVV (13.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$326.1M

2026 Q2

Positions

204

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

56.7%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 204 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	IVV	ISHARES TR	SH	$44.9M	13.78%	59,995	—	—
▸ 2	SCHX	SCHWAB STRATEGIC TR	SH	$41.8M	12.83%	1,421,890	—	—
▸ 3	IEFA	ISHARES TR	SH	$19.8M	6.06%	204,757	—	—
▸ 4	IJR	ISHARES TR	SH	$18.2M	5.59%	122,915	—	—
▸ 5	BSV	VANGUARD BD INDEX FDS	SH	$12.3M	3.77%	157,721	—	—
▸ 6	SCHA	SCHWAB STRATEGIC TR	SH	$11.0M	3.37%	303,985	—	—
▸ 7	SHY	ISHARES TR	SH	$10.4M	3.20%	127,224	—	—
▸ 8	ISTB	ISHARES TR	SH	$9.0M	2.75%	185,878	—	—
▸ 9	DFAC	DIMENSIONAL ETF TRUST	SH	$8.8M	2.71%	199,485	—	—
▸ 10	SHV	ISHARES TR	SH	$8.6M	2.65%	78,289	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MORRIS FINANCIAL CONCEPTS, INC. hold as of Q2 2026?

MORRIS FINANCIAL CONCEPTS, INC. reported 204 positions worth $326.1M in its Q2 2026 13F filing. Largest positions: IVV (13.8%), SCHX (12.8%), IEFA (6.1%), IJR (5.6%) and BSV (3.8%).

What did MORRIS FINANCIAL CONCEPTS, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MORRIS FINANCIAL CONCEPTS, INC. 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.