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CIK: 0002092389
Total reported value
$251.2M
$251.2M
105 檔
40.1%
As reported in its official Q4 2025 Form 13F filing, MOR Wealth Management, LLC's tracked investment portfolio stood at $251.2M with 105 total positions.
During Q4 2025, MOR Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 12.88% | -0.84% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 10.17% | -0.91% | — | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.66% | -0.94% | — | |
| 4 | LVHI | Franklin International Low V | ETF-Other | 7.62% | +0.05% | — | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 6.69% | -0.16% | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.05% | +0.26% | — | |
| 7 | ACN | Accenture plc | Stock-Tech | 3.63% | -1.33% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.32% | +0.06% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | -0.13% | — | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.13% | -0.30% | — | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.86% | -0.46% | — | |
| 12 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.76% | -0.50% | — | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.76% | +0.13% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.69% | +0.23% | — | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.68% | +0.21% | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | +0.13% | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.50% | -0.10% | — | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.11% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.22% | -0.01% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.17% | -0.18% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.09% | — | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.04% | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.90% | -0.16% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.89% | — | — | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.03% | — | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.09% | — | |
| 27 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.63% | -0.07% | — | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.55% | +0.09% | — | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.02% | — | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.14% | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | -0.01% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.08% | — | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.41% | -0.05% | — | |
| 34 | PBT | Permian Basin Royalty Trust | Stock-Other | 0.41% | — | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | -0.26% | EXIT | |
| 36 | AMAT | Applied Materials Inc | Stock-Tech | 0.36% | -0.09% | — | |
| 37 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-Other | 0.35% | -0.02% | — | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.34% | -0.02% | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.33% | -0.07% | — | |
| 40 | AXP | American Express Co | Stock-Financials | 0.33% | -0.25% | EXIT | |
| 41 | PWR | Quanta Services Inc | Stock-Industrials | 0.33% | — | — | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.32% | -0.05% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.32% | — | — | |
| 44 | MA | Mastercard Inc - A | Stock-Financials | 0.31% | +0.01% | — | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.06% | — | |
| 46 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.30% | -0.03% | — | |
| 47 | AVDE | Avantis International Equity | ETF-Other | 0.30% | -0.03% | — | |
| 48 | BX | Blackstone Inc | Stock-Financials | 0.29% | -0.20% | EXIT | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.28% | +0.11% | — | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.28% | -0.01% | — |
According to official SEC Form 13F filings, MOR Wealth Management, LLC reported a total U.S. public equity portfolio value of $251.2M across 105 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHG, IWF, DGRW) accounted for 40.1% of total reported equity market value during Q4 2025.
During Q4 2025, MOR Wealth Management, LLC's top holdings by market value included SCHG (12.9%)、IWF (10.2%)、DGRW (8.7%). The largest single position, SCHG, represented 12.9% of total portfolio value.
In Q4 2025, MOR Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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