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MORLING FINANCIAL ADVISORS, LLC 13F portfolio summary

MORLING FINANCIAL ADVISORS, LLC of MORLING FINANCIAL ADVISORS, LLC has 107 current stock holdings with a reported portfolio value of $325.3M. The portfolio 1 year return is +16.13%. Top holdings include PDP (0.00%), QQQ (0.00%), SPY (0.00%), TOTL (13.56%), VTI (12.82%).

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MORLING FINANCIAL ADVISORS, LLC

MORLING FINANCIAL ADVISORS, LLC
Latest filing: 2026-03-31

MORLING FINANCIAL ADVISORS, LLC runs MORLING FINANCIAL ADVISORS, LLC and currently holds 107 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $325.34M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MORLING FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MORLING FINANCIAL ADVISORS, LLC's portfolio at MORLING FINANCIAL ADVISORS, LLC has delivered returns of +16.13%. Their 3-year annualized return is +66.16%. Looking at the 5-year horizon, MORLING FINANCIAL ADVISORS, LLC has achieved +46.35% annualized returns at MORLING FINANCIAL ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.13%
#0/1000
3 Year
+66.16%
#0/1000
5 Year
+46.35%
#0/1000

Portfolio Value

$325.34M

Alpha Score

41.4

#0 of 1000

Holdings

107

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change