Morling Financial Advisors, LLC Portfolio Holdings
Morling Financial Advisors, LLC
- $260 Million
- Q2 2025
Morling Financial Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $260 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ssga Active ETF Tr Spdr Doblel with a value of $35.8M, Vanguard Total Stock Market Et with a value of $35.1M, Coinbase Global, Inc. with a value of $24.7M, Vanguard with a value of $24M, and Dimensional ETF Tr with a value of $22M.
Examining the 13F form we can see an decrease of $11.9M in the current position value, from $272M to 260M.
Below you can find more details about Morling Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$260 Million
ETFs: $207 Million
Technology: $39.1 Million
Consumer Cyclical: $7.7 Million
Communication Services: $4.31 Million
Financial Services: $1.64 Million
Healthcare: $399,000
Basic Materials: $230,000
Industrials: $222,000
Other: $0