Morling Financial Advisors, LLC: 13F holdings
CIK 19051982026Q2
| Positions | 122 |
|---|
| Reported value | $360.0m |
|---|
| Filed | 2026-08-06 |
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Change since last quarter
| Positions | 122 (+15 vs prior quarter) |
|---|
| Reported value | $360.0m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 131,326 | $48.6m | 13.5% |
| TOTL SSGA ACTIVE ETF TR | 1,147,703 | $45.3m | 12.6% |
| FLXR TCW ETF TRUST | 819,626 | $32.1m | 8.9% |
| VGSH VANGUARD SCOTTSDALE FDS | 532,671 | $31.0m | 8.6% |
| DFAE DIMENSIONAL ETF TRUST | 736,803 | $29.6m | 8.2% |
| PAVE DIMENSIONAL ETF TRUST | 540,576 | $27.9m | 7.8% |
| VGIT VANGUARD SCOTTSDALE FDS | 320,043 | $18.9m | 5.2% |
| DFAI DIMENSIONAL ETF TRUST | 375,773 | $15.5m | 4.3% |
| SCHX SCHWAB STRATEGIC TR | 445,652 | $13.1m | 3.6% |
| AAPL APPLE INC | 38,576 | $11.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905198")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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