account_balance
Investment manager · 13F filer · SEC CIK 2092389
MOR Wealth Management, LLC
Reported value$251Mas of Jun 30, 2026
Positions122 33 new, 14 sold out
Top 10 weight58.7%SCHG alone is 11%
FiledAug 637 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab Strategic Tr
10.7%Trimmed −8%
IWFiShares Tr
9.5%Trimmed −10%
LVHILegg Mason ETF Invt
8.6%Added +16%
DGRWWisdomtree Tr
7.9%Trimmed −5%
SPHQInvesco Exchange Traded Fd T
7.4%Trimmed −6%
VOVanguard Index FDS
5.3%Added +8%
AAPLApple Inc.
3.1%Added +3%
NVDANVIDIA Corp
2.1%Trimmed −5%
TPLTexas Pacific Land Corp
2.0%
AVUVAmerican Centy ETF Tr
2.0%+9%
ESMLiShares Tr
1.9%+8%
QQQInvesco QQQ Tr
1.8%
SCHGSchwab Strategic Tr
10.7%Trimmed −8%
IWFiShares Tr
9.5%Trimmed −10%
LVHILegg Mason ETF Invt
8.6%+16%
DGRWWisdomtree Tr
7.9%−5%
SPHQInvesco Exchange Traded Fd T
7.4%−6%
VOVanguard Index FDS
5.3%
AAPLApple Inc.
3.1%
NVDA2.1%TPL2.0%AVUV
ESML
QQQ
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
SCHG Schwab Strategic Tr 10.7% Trimmed −8%
IWF iShares Tr 9.5% Trimmed −10%
LVHI Legg Mason ETF Invt 8.6% Added +16%
DGRW Wisdomtree Tr 7.9% Trimmed −5%
SPHQ Invesco Exchange Traded Fd T 7.4% Trimmed −6%
VO Vanguard Index FDS 5.3% Added +8%
AAPL Apple Inc. 3.1% Added +3%NVDA NVIDIA Corp 2.1% Trimmed −5%TPL Texas Pacific Land Corp 2.0% HeldAVUV American Centy ETF Tr 2.0% Added +9%
ESML iShares Tr 1.9% Added +8%
QQQ Invesco QQQ Tr 1.8% Added +3%
What changed
Biggest moves since Mar 31, 2026
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