Institutions / Morling Financial Advisors, LLC
Morling Financial Advisors, LLC
CIK 1905198 · Institution · as of Dec 31, 2025
Portfolio value
$317.15M
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $41.10M | 13.0% |
| Ssga Active ETF Tr | $40.69M | 12.8% |
| Tcw ETF Trust | $29.24M | 9.2% |
| Vanguard Scottsdale Fds | $27.94M | 8.8% |
| Dimensional ETF Trust | $24.83M | 7.8% |
| Dimensional ETF Trust | $24.72M | 7.8% |
| Simplify Exchange Traded Fun | $17.08M | 5.4% |
| Dimensional ETF Trust | $13.67M | 4.3% |
| Schwab Strategic Tr | $12.35M | 3.9% |
| Apple Inc. | $10.38M | 3.3% |
| SPDR Series Trust | $8.80M | 2.8% |
| American Centy ETF Tr | $6.09M | 1.9% |
| iShares Tr | $5.54M | 1.7% |
| iShares Inc | $4.70M | 1.5% |
| Tesla Inc | $3.78M | 1.2% |
| Vanguard Tax-Managed Fds | $3.64M | 1.1% |
| iShares MSCI UAE ETF | $2.60M | 0.8% |
| Alphabet Inc. | $2.22M | 0.7% |
| NVIDIA Corp | $2.21M | 0.7% |
| iShares Tr | $1.87M | 0.6% |
| Amazon.com Inc | $1.86M | 0.6% |
| Dimensional ETF Trust | $1.75M | 0.6% |
| Schwab Strategic Tr | $1.49M | 0.5% |
| SPDR Series Trust | $1.39M | 0.4% |
| Reddit, Inc. | $1.26M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.