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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 4,510.0 $833K 0.33% +2K +78.6% $184.79 -8.7%
42 AVDE AMERICAN CENTY ETF TR 9,297.0 $829K 0.33% +75.0 +0.8% $89.20 +6.0%
43 QQQM INVESCO EXCH TRADED FD TR II 2,698.0 $817K 0.33% +428.0 +18.9% $302.97 -2.3%
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,709.0 $816K 0.33% -812.0 -32.2% $477.57 -10.2%
45 AVGO BROADCOM INC Technology 2,131.0 $805K 0.32% +850.0 +66.3% $377.75 -5.3%
46 ALAB ASTERA LABS INC Technology 1,618.0 $782K 0.31% NEW $483.02 -35.7%
47 MA MASTERCARD INCORPORATED Financial Services 1,455.0 $747K 0.30% +199.0 +15.8% $513.60 +12.8%
48 AZN ASTRAZENECA PLC Healthcare 3,709.0 $703K 0.28% -493.0 -11.7% $189.62 -14.2%
49 NFLX NETFLIX INC. Communication Services 9,673.0 $691K 0.28% +2K +24.2% $71.40 +9.6%
50 PNC PNC FINL SVCS GROUP INC Financial Services 2,795.0 $688K 0.27% NEW $246.22 -0.3%
51 WELL WELLTOWER INC Real Estate 2,969.0 $674K 0.27% NEW $226.97 +4.1%
52 MRK MERCK & CO INC Healthcare 5,136.0 $660K 0.26% NEW $128.50 +17.0%
53 WMT WALMART INC Consumer Defensive 5,827.0 $660K 0.26% +2K +64.1% $113.26 -5.4%
54 ANET ARISTA NETWORKS INC Technology 3,871.0 $658K 0.26% -1K -23.5% $169.88 +14.1%
55 SHOP SHOPIFY INC Technology 5,729.0 $654K 0.26% $114.18 +27.1%
56 SCHW SCHWAB CHARLES CORP Financial Services 7,070.0 $652K 0.26% +3K +87.3% $92.27 +18.4%
57 HEFA ISHARES TR 13,860.0 $650K 0.26% $46.92 +0.9%
58 AOR ISHARES TR 9,348.0 $650K 0.26% +405.0 +4.5% $69.50 +0.9%
59 VOO VANGUARD INDEX FDS 942.0 $647K 0.26% NEW $686.73 +3.1%
60 RWL INVESCO EXCH TRADED FD TR II 4,984.0 $637K 0.25% -279.0 -5.3% $127.76 +5.6%
Page 3 of 7  ·  122 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%