Morris Financial Concepts, Inc. Portfolio Holdings

Morris Financial Concepts, Inc.

  • $271 Million
  • Q3 2025

Morris Financial Concepts, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 Million distributed in 198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $40.7M, Schwab Strategic Tr Us Large C with a value of $36.3M, Ishares Tr with a value of $16.8M, Ishares Core S&P Sm Cap ETF with a value of $14.5M, and Ishares Barclays 1 3 Year Trea with a value of $9.48M.

Examining the 13F form we can see an increase of $23.7M in the current position value, from $247M to 271M.

Below you can find more details about Morris Financial Concepts, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $271 Million
ETFs: $239 Million
Technology: $6.43 Million
Financial Services: $6.02 Million
Consumer Cyclical: $4.91 Million
Healthcare: $3.69 Million
Consumer Defensive: $3.19 Million
Communication Services: $2.94 Million
Industrials: $1.79 Million
Other: $1.52 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $271 Million
  • Prior Value $247 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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