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MORLING FINANCIAL ADVISORS, LLC
MORLING FINANCIAL ADVISORS, LLC
Latest filing: 2026-06-30
MORLING FINANCIAL ADVISORS, LLC runs MORLING FINANCIAL ADVISORS, LLC and currently holds 123 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $360.04M. Their top holdings are VTI, TOTL, FLXR, VGSH, DFAE. The top five represent 51.8% of reported portfolio weight. MORLING FINANCIAL ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, MORLING FINANCIAL ADVISORS, LLC initiated 14 new positions. They added to 42 existing positions. They trimmed 27 positions. Their current best-performing preview position is AMD with returns of +185.56%.
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123 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 13.50% | $251.75 | $378.25 | +50.25% | Added +1.76% |
 TOTL SSGA ACTIVE ETF TR | 12.58% | $39.66 | $38.78 | -2.22% | Added +4.12% |
 FLXR TCW ETF TRUST | 8.93% | $39.45 | $38.92 | -1.34% | Added +3.27% |
 VGSH VANGUARD SCOTTSDALE FDS | 8.61% | $58.26 | $58.13 | -0.22% | Added +3.67% |
 DFAE DIMENSIONAL ETF TRUST | 8.23% | $24.51 | $39.48 | +61.08% | Trimmed -4.22% |
 DFAU DIMENSIONAL ETF TRUST | 7.76% | $36.37 | $53.04 | +45.82% | Added +0.32% |
 VGIT VANGUARD SCOTTSDALE FDS | 5.24% | $59.54 | $58.32 | -2.06% | Added +2.04% |
 DFAI DIMENSIONAL ETF TRUST | 4.31% | $28.87 | $43.33 | +50.09% | Added +1.76% |
 SCHX SCHWAB STRATEGIC TR | 3.64% | $19.17 | $30.21 | +57.59% | Trimmed -0.09% |
 AAPL APPLE INC | 3.10% | $184.88 | $309.35 | +67.32% | Trimmed -1.14% |
Showing 1-10 of 123