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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 6 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESGD ISHARES TR 3,149.0 $301K 0.10% -29.0 -0.9% $95.62 +6.2%
102 YUM YUM BRANDS INC Consumer Cyclical 1,918.0 $298K 0.10% NEW $155.44 +0.6%
103 TFC TRUIST FINL CORP Financial Services 6,485.0 $298K 0.10% -575.0 -8.1% $45.97 +9.8%
104 SUB ISHARES TR 2,798.0 $298K 0.10% -31.0 -1.1% $106.52 -0.1%
105 SO SOUTHERN CO Utilities 3,047.0 $294K 0.10% -396.0 -11.5% $96.52 +0.7%
106 MDLZ MONDELEZ INTL INC Consumer Defensive 4,947.0 $285K 0.10% -514.0 -9.4% $57.64 +5.5%
107 FNDF SCHWAB STRATEGIC TR 5,787.0 $283K 0.10% -301.0 -4.9% $48.93 +7.4%
108 GSIE GOLDMAN SACHS ETF TR 6,470.0 $279K 0.10% -317.0 -4.7% $43.13 +4.9%
109 SCHV SCHWAB STRATEGIC TR 9,070.0 $277K 0.09% -293.0 -3.1% $30.50 +13.1%
110 GSSC GOLDMAN SACHS ETF TR 3,664.0 $273K 0.09% $74.55 +21.3%
111 AVIG AMERICAN CENTY ETF TR 6,565.0 $273K 0.09% +690.0 +11.7% $41.54 +0.0%
112 AN AUTONATION INC Consumer Cyclical 1,384.0 $270K 0.09% -28.0 -2.0% $195.26 -1.9%
113 CMC COMMERCIAL METALS CO Basic Materials 4,378.0 $269K 0.09% -185.0 -4.0% $61.43 +12.6%
114 AMAT APPLIED MATLS INC Technology 781.0 $267K 0.09% NEW $341.79 +83.4%
115 SCHE SCHWAB STRATEGIC TR 8,082.0 $266K 0.09% -206.0 -2.5% $32.95 +7.8%
116 SCHF SCHWAB STRATEGIC TR 10,602.0 $262K 0.09% $24.75 +10.7%
117 J P MORGAN EXCHANGE TRADED F 5,116.0 $259K 0.09% $50.61
118 MCO MOODYS CORP Financial Services 589.0 $257K 0.09% $436.25 +3.2%
119 MO ALTRIA GROUP INC Consumer Defensive 3,789.0 $250K 0.09% -1K -26.9% $65.99 +11.8%
120 SMMU PIMCO ETF TR 4,746.0 $239K 0.08% +2K +75.8% $50.45 +0.1%
Page 6 of 10  ·  195 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%