Institutions / Morris Financial Concepts, Inc.
Morris Financial Concepts, Inc.
CIK 1387386 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$294.56M
Positions
195
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$294.56M+3.2%Positions
195+1.0%Top holdings
Mar 31, 2026View all 195 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $39.68M | 13.5% |
| Schwab Strategic Tr | $37.57M | 12.8% |
| iShares Tr | $18.47M | 6.3% |
| iShares Tr | $15.53M | 5.3% |
| Vanguard Bd Index Fds | $11.56M | 3.9% |
| iShares Tr | $10.53M | 3.6% |
| Schwab Strategic Tr | $9.18M | 3.1% |
| iShares Tr | $9.16M | 3.1% |
| iShares Tr | $8.69M | 2.9% |
| Dimensional ETF Trust | $7.75M | 2.6% |
| State Str SPDR S&P 500 ETF T | $6.02M | 2.0% |
| Dimensional ETF Trust | $5.08M | 1.7% |
| iShares Tr | $4.66M | 1.6% |
| Dimensional ETF Trust | $4.27M | 1.4% |
| iShares Tr | $4.16M | 1.4% |
| Dimensional ETF Trust | $3.58M | 1.2% |
| Dimensional ETF Trust | $3.29M | 1.1% |
| Dimensional ETF Trust | $3.05M | 1.0% |
| JPMorgan Chase & Co | $3.00M | 1.0% |
| Tesla Inc | $2.82M | 1.0% |
| iShares Tr | $2.77M | 0.9% |
| American Centy ETF Tr | $2.54M | 0.9% |
| Dimensional ETF Trust | $2.49M | 0.8% |
| Vanguard Index Fds | $2.31M | 0.8% |
| Dimensional ETF Trust | $2.30M | 0.8% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 921937827 Common stock | $3.90M | +50K +50.97% | 147,436 3.92% of portfolio | low |
| Q1 2026 as of | Add | 25434V666 Common stock | $1.17M | +33K +37.90% | 119,468 1.45% of portfolio | low |
| Q1 2026 as of | Add | 808524201 Common stock | $1.07M | +42K +2.94% | 1,465,453 12.76% of portfolio | low |
| Q1 2026 as of | Add | 25434V716 Common stock | $899.1K | +22K +188.07% | 33,517 0.47% of portfolio | low |
| Q1 2026 as of | Add | 464287457 Common stock | $824.8K | +10K +8.50% | 127,556 3.58% of portfolio | low |
| Q1 2026 as of | Add | 46432F842 Common stock | $797.9K | +9K +4.52% | 203,991 6.27% of portfolio | low |
| Q1 2026 as of | Add | 25434V302 Common stock | $547.9K | +16K +28.20% | 73,560 0.85% of portfolio | low |
| Q1 2026 as of | Add | 464287200 Common stock | $525.8K | +805 +1.34% | 60,745 13.47% of portfolio | low |
| Q1 2026 as of | Add | 25434V807 Common stock | $508.8K | +10K +28.33% | 43,670 0.78% of portfolio | low |
| Q1 2026 as of | Trim | ELI LILLY & Co Common stock | $-465.4K | -506 -23.63% | 1,635 0.51% of portfolio | low |