MOR Wealth Management, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Meta Platforms Inc | $1.47M | 0.7% |
| ISHARES TR | $1.39M | 0.6% |
| VANGUARD WORLD FD | $1.20M | 0.5% |
| Alphabet Inc. | $1.05M | 0.5% |
| COSTCO WHOLESALE CORP /NEW | $974.6K | 0.4% |
| ISHARES TR | $957.0K | 0.4% |
| ORACLE CORP | $911.3K | 0.4% |
| SHOPIFY INC | $902.2K | 0.4% |
| PERMIAN BASIN ROYALTY TRUST | $892.0K | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $816.4K | 0.4% |
| APPLIED MATERIALS INC /DE | $781.3K | 0.4% |
| SPDR SERIES TRUST | $759.8K | 0.3% |
| Arista Networks, Inc.ANET | $748.8K | 0.3% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $719.0K | 0.3% |
| AMERICAN EXPRESS CO | $717.0K | 0.3% |
| Quanta Services Inc | $712.9K | 0.3% |
| ISHARES BITCOIN TRUST ETF | $699.1K | 0.3% |
| VANGUARD INDEX FDS | $698.6K | 0.3% |
| Mastercard Inc | $669.6K | 0.3% |
| Netflix Inc | $668.5K | 0.3% |
| INVESCO EXCH TRADED FD TR II | $657.9K | 0.3% |
| AMERICAN CENTY ETF TR | $656.3K | 0.3% |
| Blackstone Inc | $634.6K | 0.3% |
| CORNING INC /NY | $622.6K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $610.3K | 0.3% |