MOR Wealth Management, LLC - Portfolio Stock Holdings
MOR Wealth Management, LLC disclosed 136 stock positions in a recent SEC 13F filing. $250,727,648 of stock holdings were filed, with the largest holdings including SCHG, IWF, and LVHI. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $395,587,641 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
136Est. Stock Holding Value:
$250,727,648Top Stock Holdings By Sector
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Portfolio Stock Holdings - MOR Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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