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Morling Financial Advisors, LLC 13F holdings

Filed 2026-08-06 · Morling Financial Advisors, LLC · 123 positions · $360.0M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS131.3K$48.6M13.5%
TOTLSSGA ACTIVE ETF TR1.1M$45.3M12.6%
FLXRTCW ETF TRUST819.6K$32.1M8.9%
VGSHVANGUARD SCOTTSDALE FDS532.7K$31.0M8.6%
DFAEDIMENSIONAL ETF TRUST736.8K$29.6M8.2%
DFAUDIMENSIONAL ETF TRUST540.6K$27.9M7.8%
VGITVANGUARD SCOTTSDALE FDS320.0K$18.9M5.2%
DFAIDIMENSIONAL ETF TRUST375.8K$15.5M4.3%
SCHXSCHWAB STRATEGIC TR445.7K$13.1M3.6%
AAPLAPPLE INC38.6K$11.2M3.1%
SPYMSPDR SERIES TRUST108.4K$9.5M2.6%
AVUSAMERICAN CENTY ETF TR54.5K$7.0M1.9%
IVVISHARES TR8.2K$6.1M1.7%
ACWIISHARES INC67.7K$5.6M1.6%
VEAVANGUARD TAX-MANAGED FDS58.4K$4.2M1.2%
TSLATESLA INC8.4K$3.5M1.0%
ITOTISHARES TR17.4K$2.9M0.8%
GOOGALPHABET INC6.9K$2.4M0.7%
NVDANVIDIA CORPORATION12.2K$2.4M0.7%
AMZNAMAZON COM INC8.7K$2.1M0.6%
ESGUISHARES TR12.7K$2.1M0.6%
DFSUDIMENSIONAL ETF TRUST40.5K$1.9M0.5%
STUBSTUBHUB HLDGS INC131.5K$1.7M0.5%
GOOGLALPHABET INC4.5K$1.6M0.4%
SCHBSCHWAB STRATEGIC TR54.4K$1.6M0.4%
SPTMSPDR SERIES TRUST15.0K$1.4M0.4%
DXDYNEX CAP INC87.2K$1.1M0.3%
SCHDSCHWAB STRATEGIC TR35.1K$1.1M0.3%
VIGVANGUARD SPECIALIZED FUNDS4.4K$1.0M0.3%
SCHESCHWAB STRATEGIC TR28.7K$1.0M0.3%
SPYSTATE STR SPDR S&P 500 ETF T1.4K$1.0M0.3%
VOOVANGUARD INDEX FDS1.5K$1.0M0.3%
RDDTREDDIT INC5.9K$1.0M0.3%
TSLATESLA INC2.4K$1.0M0.3%
ESGEISHARES INC17.1K$936,1010.3%
DFSEDIMENSIONAL ETF TRUST18.4K$897,4770.2%
METAMETA PLATFORMS INC1.6K$895,6310.2%
CRWDCROWDSTRIKE HLDGS INC1.1K$828,7700.2%
VWOVANGUARD INTL EQUITY INDEX F13.4K$800,4730.2%
SPEMSPDR INDEX SHS FDS14.8K$764,6870.2%
AMDADVANCED MICRO DEVICES INC1.2K$673,2740.2%
DFACDIMENSIONAL ETF TRUST14.1K$623,2580.2%
MSFTMICROSOFT CORP1.7K$618,0940.2%
JPMJPMORGAN CHASE & CO1.8K$603,5970.2%
PRFINVESCO EXCHANGE TRADED FD T10.8K$584,6050.2%
DFEMDIMENSIONAL ETF TRUST13.6K$552,5410.2%
DOCNDIGITALOCEAN HLDGS INC3.3K$511,4470.1%
ESGDISHARES TR4.9K$506,0440.1%
UBERUBER TECHNOLOGIES INC6.9K$497,3990.1%
DFSIDIMENSIONAL ETF TRUST10.3K$463,8540.1%
EMXCISHARES INC4.4K$449,5060.1%
PDPINVESCO EXCHANGE TRADED FD T2.9K$445,0240.1%
BRK-BBERKSHIRE HATHAWAY INC DEL795$397,8100.1%
BACBANK OF AMER CORP6.3K$359,9350.1%
EFAISHARES TR3.4K$357,6590.1%
ABNBAIRBNB INC2.3K$327,4130.1%
DELLDELL TECHNOLOGIES INC724$312,3770.1%
SCHOSCHWAB STRATEGIC TR12.6K$303,1740.1%
AGFIRST MAJESTIC SILVER CORP17.5K$296,8000.1%
UCONFIRST TR EXCHNG TRADED FD VI11.9K$295,5970.1%
Top Fund Holdings
13F
Top Fund Holdings

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