account_balance

Investment manager · 13F filer · SEC CIK 1753218

MorganRosel Wealth Management, LLC

Reported value$296Mas of Jun 30, 2026
Positions104 13 new, 12 sold out
Top 10 weight47.0%VTI alone is 19%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Morningstar Total Stock Market ETF 18.9% Held
SCHF Schwab International Equity ETF 6.6% Added +3%
VOO Vanguard S&P 500 ETF 3.8% Added +9%
FNDF Schwab Fundamental International Equity ETF 2.9% Added +3%
VEU Vanguard Ftse All-World Ex-US Index Fund 2.7% Held
VEA Vanguard Ftse Developed Markets ETF 2.6% Added +14%
BOND Pimco Active Bond Exchange-Traded Fund 2.6% Added +8%
SPY SPDR S&P 500 ETF Trust 2.5% Held
SCHE Schwab Emerging Markets Equity ETF 2.3% Added +5%
VPLS Vanguard Core Plus Bond ETF 2.3% Added +6%
VUSB Vanguard Ultra-Short Bond ETF 2.0% Added +16%
VPL Vanguard Ftse Pacific ETF 1.9% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 7, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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