Morling Financial Advisors, LLC Portfolio Holdings
Morling Financial Advisors, LLC
- $254 Million
- Q3 2025
Morling Financial Advisors, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $254 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $39.2M, Ssga Active ETF Tr Spdr Doblel with a value of $38.2M, Vanguard with a value of $25.7M, Dimensional ETF Tr with a value of $23.9M, and Dimensional ETF Tr with a value of $23.2M.
Examining the 13F form we can see an decrease of $6.93M in the current position value, from $260M to 254M.
Below you can find more details about Morling Financial Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$254 Million
ETFs: $222 Million
Technology: $16.2 Million
Consumer Cyclical: $7.27 Million
Communication Services: $4.58 Million
Financial Services: $2.02 Million
Healthcare: $541,000
Basic Materials: $495,000
Industrials: $239,000
Other: $0