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

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $260 Million
  • Prior Value $272 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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