Institutions / MOR Wealth Management, LLC
MOR Wealth Management, LLC
CIK 2092389 · Institution · as of Dec 31, 2025
Portfolio value
$218.79M
Positions
105
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 105 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $28.18M | 12.9% |
| iShares Tr | $22.26M | 10.2% |
| WisdomTree Tr | $18.95M | 8.7% |
| Legg Mason ETF Invt | $16.67M | 7.6% |
| Invesco Exchange Traded Fd T | $14.65M | 6.7% |
| Vanguard Index Fds | $11.05M | 5.0% |
| Accenture plc | $7.95M | 3.6% |
| Apple Inc. | $7.25M | 3.3% |
| NVIDIA Corp | $5.17M | 2.4% |
| J P Morgan Exchange Traded F | $4.67M | 2.1% |
| Schwab Strategic Tr | $4.08M | 1.9% |
| Texas Pacific Land Corp | $3.86M | 1.8% |
| American Centy ETF Tr | $3.85M | 1.8% |
| Invesco Qqq Tr | $3.69M | 1.7% |
| iShares Tr | $3.69M | 1.7% |
| SPDR S&P 500 ETF Tr | $3.47M | 1.6% |
| iShares Tr | $3.29M | 1.5% |
| Alphabet Inc. | $3.08M | 1.4% |
| Vanguard Index Fds | $2.67M | 1.2% |
| Microsoft Corp | $2.55M | 1.2% |
| Amazon.com Inc | $2.14M | 1.0% |
| ELI LILLY & Co | $2.01M | 0.9% |
| PROCTER & GAMBLE Co | $1.98M | 0.9% |
| Vanguard Index Fds | $1.95M | 0.9% |
| Vanguard Specialized Funds | $1.61M | 0.7% |
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.