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Portfolio (Quarterly) Guide ↗

MOR Wealth Management, LLC

· CIK 0002092389
13F Portfolio $251M AUM 122 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 33 New 32 Added 33 Reduced 14 Exited
Page 1 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 192,949.0 $24.0M 9.54% +140K +261.0% $124.17 -0.6%
2 LVHI LEGG MASON ETF INVT 531,044.0 $21.6M 8.58% +72K +15.8% $40.59 +5.4%
3 VO VANGUARD INDEX FDS 164,252.0 $13.2M 5.27% +126K +332.1% $80.57 +2.1%
4 AAPL APPLE INC Technology 27,280.0 $7.9M 3.14% +811.0 +3.1% $289.36 +10.6%
5 AVUV AMERICAN CENTY ETF TR 40,523.0 $5.1M 2.01% +3K +9.1% $124.76 +1.7%
6 ESML ISHARES TR 86,947.0 $4.9M 1.94% +7K +8.3% $55.93 -1.5%
7 QQQ INVESCO QQQ TR Financial Services 6,197.0 $4.6M 1.82% +187.0 +3.1% $736.45 -2.4%
8 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,771.0 $4.3M 1.72% +452.0 +8.5% $746.79 +3.1%
9 GOOGL ALPHABET INC Communication Services 9,906.0 $3.5M 1.41% +68.0 +0.7% $357.37 -5.3%
10 VTV VANGUARD INDEX FDS 14,287.0 $3.1M 1.24% +350.0 +2.5% $217.93 +3.9%
11 IMMUNITYBIO INC 302,447.0 $2.6M 1.05% +19K +6.8% $8.76
12 VTI VANGUARD INDEX FDS 5,858.0 $2.2M 0.86% +38.0 +0.7% $370.04 +2.6%
13 VGT VANGUARD WORLD FD 12,487.0 $1.5M 0.59% +11K +696.9% $119.52 +1.5%
14 JPM JPMORGAN CHASE & CO Financial Services 3,031.0 $992K 0.40% +2K +115.1% $327.33 +9.6%
15 JNJ JOHNSON & JOHNSON Healthcare 3,627.0 $921K 0.37% +2K +109.2% $253.97 +8.4%
16 QCOM QUALCOMM INC Technology 4,510.0 $833K 0.33% +2K +78.6% $184.79 -8.7%
17 AVDE AMERICAN CENTY ETF TR 9,297.0 $829K 0.33% +75.0 +0.8% $89.20 +6.0%
18 QQQM INVESCO EXCH TRADED FD TR II 2,698.0 $817K 0.33% +428.0 +18.9% $302.97 -2.3%
19 AVGO BROADCOM INC Technology 2,131.0 $805K 0.32% +850.0 +66.3% $377.75 -5.3%
20 MA MASTERCARD INCORPORATED Financial Services 1,455.0 $747K 0.30% +199.0 +15.8% $513.60 +12.8%
Page 1 of 2  ·  32 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
Technology 37.5%
Financial Services 19.2%
Energy 8.4%
Communication Services 7.4%
Industrials 7.3%
Healthcare 6.6%
Consumer Defensive 5.3%
Consumer Cyclical 2.9%
Real Estate 2.8%
Basic Materials 1.5%