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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 4 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,147.0 $629K 0.25% +968.0 +82.1% $293.18 +2.8%
62 FNDE SCHWAB STRATEGIC TR 15,523.0 $616K 0.24% +7K +90.7% $39.68 +8.6%
63 EMR EMERSON ELEC CO Industrials 4,251.0 $609K 0.24% NEW $143.15 +6.8%
64 JCI JOHNSON CONTROLS INTERNATION Industrials 4,159.0 $608K 0.24% NEW $146.11 -0.8%
65 AER AERCAP HOLDINGS NV Industrials 4,156.0 $606K 0.24% NEW $145.78 -0.3%
66 CRWD CROWDSTRIKE HLDGS INC Technology 772.0 $589K 0.23% -61.0 -7.3% $190.78 +11.7%
67 APTIV PLC 9,454.0 $580K 0.23% NEW $61.38
68 NXPI NXP SEMICONDUCTORS N V Technology 2,059.0 $579K 0.23% NEW $281.03 -18.9%
69 BLK BLACKROCK INC Financial Services 598.0 $575K 0.23% NEW $961.56 +16.7%
70 NEE NEXTERA ENERGY INC Utilities 6,404.0 $562K 0.22% NEW $87.77 -4.9%
71 PL PLANET LABS PBC Industrials 16,898.0 $560K 0.22% $33.13 -45.3%
72 RKLB ROCKET LAB CORP Industrials 5,500.0 $559K 0.22% $101.65 -36.8%
73 VOE VANGUARD INDEX FDS 2,800.0 $553K 0.22% $197.60 +5.5%
74 BE BLOOM ENERGY CORP Industrials 1,818.0 $550K 0.22% -1K -38.1% $302.70 -16.5%
75 GLNK GRAYSCALE CHAINLINK TR ETF Financial Services 85,242.0 $546K 0.22% +35K +69.2% $6.40 +62.5%
76 NEBIUS GROUP N.V. 1,962.0 $542K 0.22% $276.17
77 XYLD GLOBAL X FDS 12,795.0 $522K 0.21% -250.0 -1.9% $40.79 +2.1%
78 VUG VANGUARD INDEX FDS 5,922.0 $510K 0.20% +5K +500.0% $86.14 +2.7%
79 CLNK BITWISE CHAINLINK ETF Financial Services 38,900.0 $509K 0.20% +12K +42.9% $13.08 +63.2%
80 MRVL MARVELL TECHNOLOGY INC Technology 1,705.0 $508K 0.20% -955.0 -35.9% $297.89 -25.0%
Page 4 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%