StockDriftsStockDriftsTop 50 MOR Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 10.73% | 796.7K | $27.0M | -8.01%(-69.34K) | $32.26(+10.89%) | 2026-06-30 | |
| IWF | ISHARES TR | 9.54% | 192.9K | $24.0M | -9.74%(-20.82K) | $117.41(+6.71%) | 2026-06-30 | |
| LVHI | LEGG MASON ETF INVT | 8.58% | 531.0K | $21.6M | +15.79%(+72.43K) | $36.43(+18.20%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 7.94% | 208.5K | $19.9M | -5.38%(-11.86K) | $89.17(+12.48%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7.35% | 205.0K | $18.5M | -5.89%(-12.84K) | $74.25(+16.29%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 5.27% | 164.3K | $13.2M | +8.03%(+12.22K) | $73.17(+13.46%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.14% | 27.3K | $7.9M | +3.06%(+811) | $263.39(+16.43%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.08% | 26.1K | $5.2M | -5.35%(-1.48K) | $186.54(+18.18%) | 2026-06-30 | |
| TPL | TEXAS PACIFIC LAND CORPORATI | 2.02% | 11.6K | $5.1M | +0.00%(+0) | $299.22(+17.80%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.01% | 40.5K | $5.1M | +9.06%(+3.37K) | $102.06(+24.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.47% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.76% |
MOR Wealth Management, LLC reports $251.17M in US-listed equity holdings across 122 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (10.7%), IWF (9.5%) and LVHI (8.6%). The top 20 holdings account for 73.81% of reported assets. Its disclosed equity book has returned +7.47% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MOR Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2092389). View MOR Wealth Management, LLC’s 13F filings on SEC