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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ANET ARISTA NETWORKS INC Technology 3,871.0 $658K 0.26% -1K -23.5% $169.88 +14.1%
22 RWL INVESCO EXCH TRADED FD TR II 4,984.0 $637K 0.25% -279.0 -5.3% $127.76 +5.6%
23 CRWD CROWDSTRIKE HLDGS INC Technology 772.0 $589K 0.23% -61.0 -7.3% $190.78 +11.7%
24 BE BLOOM ENERGY CORP Industrials 1,818.0 $550K 0.22% -1K -38.1% $302.70 -16.5%
25 XYLD GLOBAL X FDS 12,795.0 $522K 0.21% -250.0 -1.9% $40.79 +2.1%
26 MRVL MARVELL TECHNOLOGY INC Technology 1,705.0 $508K 0.20% -955.0 -35.9% $297.89 -25.0%
27 ORCL ORACLE CORP Technology 3,313.0 $485K 0.19% -732.0 -18.1% $146.53 +8.4%
28 VONG VANGUARD SCOTTSDALE FDS 3,595.0 $459K 0.18% -218.0 -5.7% $127.81 -0.6%
29 AMAT APPLIED MATLS INC Technology 465.0 $336K 0.13% -964.0 -67.5% $723.00 -37.1%
30 VBR VANGUARD INDEX FDS 1,277.0 $310K 0.12% -278.0 -17.9% $243.08 +1.7%
31 DGRO ISHARES TR 3,710.0 $281K 0.11% -972.0 -20.8% $75.79 +4.4%
32 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,938.0 $264K 0.10% -1K -12.2% $33.29 +35.9%
33 V VISA INC Financial Services 594.0 $204K 0.08% -100.0 -14.4% $343.09 +9.3%
Page 2 of 2  ·  33 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%