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Portfolio (Quarterly) Guide ↗

MORRIS FINANCIAL CONCEPTS, INC.

· CIK 0001387386
13F Portfolio $295M AUM 195 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 58 Added 58 Reduced 4 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 3,130.0 $486K 0.17% +421.0 +15.5% $155.29 -9.0%
42 HD HOME DEPOT INC Consumer Cyclical 1,302.0 $428K 0.14% +380.0 +41.2% $328.87 +6.1%
43 EAGG ISHARES TR 8,581.0 $408K 0.14% +574.0 +7.2% $47.55 +0.1%
44 RTX RTX CORPORATION Industrials 2,014.0 $389K 0.13% +40.0 +2.0% $192.90 -2.5%
45 AVIG AMERICAN CENTY ETF TR 6,565.0 $273K 0.09% +690.0 +11.7% $41.54 +0.0%
46 SMMU PIMCO ETF TR 4,746.0 $239K 0.08% +2K +75.8% $50.45 +0.1%
47 ABT ABBOTT LABORATORIES Healthcare 2,307.0 $237K 0.08% +20.0 +0.9% $102.67 -8.3%
48 VRTX VERTEX PHARMACEUTICALS INC Healthcare 530.0 $237K 0.08% +23.0 +4.5% $446.54 +10.0%
49 ISRG INTUITIVE SURGICAL INC Healthcare 489.0 $225K 0.08% +13.0 +2.7% $460.99 -12.3%
50 DIS DISNEY WALT CO Communication Services 2,305.0 $222K 0.07% +168.0 +7.9% $96.36 +2.5%
51 GOOG ALPHABET INC Communication Services 747.0 $214K 0.07% +147.0 +24.5% $286.86 +16.7%
52 IWR ISHARES TR 1,989.0 $193K 0.07% +625.0 +45.8% $97.23 +12.6%
53 VGSR MANAGER DIRECTED PORTFOLIOS 17,042.0 $176K 0.06% +331.0 +2.0% $10.33 +12.2%
54 MUB ISHARES TR 686.0 $73K 0.03% +26.0 +3.9% $106.15 +1.4%
55 IWF ISHARES TR 80.0 $34K 0.01% +2.0 +2.6% $426.40 -72.1%
56 SCHH SCHWAB STRATEGIC TR 1,559.0 $34K 0.01% +23.0 +1.5% $21.49 +12.7%
57 VTI VANGUARD INDEX FDS 46.0 $15K 0.01% +22.0 +91.7% $323.76 +11.9%
58 BOND PIMCO ETF TR 138.0 $13K 0.00% +7.0 +5.3% $92.13 +0.5%
Page 3 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.0%
Technology 17.3%
Consumer Cyclical 12.2%
Healthcare 10.4%
Consumer Defensive 9.7%
Communication Services 7.0%
Industrials 5.9%
Energy 3.3%
Utilities 2.5%
Basic Materials 0.8%