MOR Wealth Management, LLC: 13F holdings
CIK 20923892026Q2
| Positions | 122 |
|---|---|
| Reported value | $251.2m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 796,661 | $27.0m | 10.7% |
| IWF ISHARES TR | 192,949 | $24.0m | 9.5% |
| LEGG MASON ETF INVT | 531,044 | $21.6m | 8.6% |
| DGRW WISDOMTREE TR | 208,478 | $19.9m | 7.9% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 205,024 | $18.5m | 7.4% |
| VO VANGUARD INDEX FDS | 164,252 | $13.2m | 5.3% |
| AAPL APPLE INC | 27,280 | $7.9m | 3.1% |
| NVDA NVIDIA CORPORATION | 26,110 | $5.2m | 2.1% |
| TPL TEXAS PACIFIC LAND CORPORATI | 11,573 | $5.1m | 2.0% |
| AVUV AMERICAN CENTY ETF TR | 40,523 | $5.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2092389")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.