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MOR Wealth Management

Latest statistics and disclosures from MOR Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002092389

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Positions held by MOR Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MOR Wealth Management

MOR Wealth Management holds 105 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.9	$28M	864k	32.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	10.2	$22M	47k	473.30	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	8.7	$19M	212k	89.43	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	7.6	$17M	453k	36.82	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	6.7	$15M	195k	75.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.0	$11M	38k	290.22	View chart
Accenture Plc Ireland Shs Class A (ACN)	3.6	$8.0M	30k	268.30	View chart
Apple (AAPL)	3.3	$7.3M	27k	271.86	View chart
NVIDIA Corporation (NVDA)	2.4	$5.2M	28k	186.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.1	$4.7M	82k	57.24	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$4.1M	149k	27.43	View chart
Texas Pacific Land Corp (TPL)	1.8	$3.9M	13k	287.22	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.8	$3.9M	38k	101.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$3.7M	6.0k	614.29	View chart
Ishares Tr Esg Aware Msci (ESML)	1.7	$3.7M	80k	45.98	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$3.5M	5.1k	681.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.5	$3.3M	50k	66.00	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$3.1M	9.8k	313.00	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$2.7M	14k	190.99	View chart
Microsoft Corporation (MSFT)	1.2	$2.6M	5.3k	483.62	View chart
Amazon (AMZN)	1.0	$2.1M	9.3k	230.82	View chart
Eli Lilly & Co. (LLY)	0.9	$2.0M	1.9k	1074.68	View chart
Procter & Gamble Company (PG)	0.9	$2.0M	14k	143.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$1.9M	5.8k	335.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.6M	7.3k	219.78	View chart
Meta Platforms Cl A (META)	0.7	$1.5M	2.2k	660.09	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.6	$1.4M	16k	89.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.2M	1.6k	753.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.1M	3.4k	313.80	View chart
Costco Wholesale Corporation (COST)	0.4	$975k	1.1k	862.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$957k	4.6k	210.34	View chart
Oracle Corporation (ORCL)	0.4	$911k	4.7k	194.89	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$902k	5.6k	160.97	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.4	$892k	53k	16.98	View chart
International Business Machines (IBM)	0.4	$816k	2.8k	296.21	View chart
Applied Materials (AMAT)	0.4	$781k	3.0k	256.99	View chart
Spdr Series Trust State Street Spd (VLU)	0.3	$760k	3.6k	210.64	View chart
Arista Networks Com Shs (ANET)	0.3	$749k	5.7k	131.03	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$719k	2.4k	303.89	View chart
American Express Company (AXP)	0.3	$717k	1.9k	369.95	View chart
Quanta Services (PWR)	0.3	$713k	1.7k	422.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$699k	14k	49.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$699k	1.4k	487.86	View chart
Mastercard Incorporated Cl A (MA)	0.3	$670k	1.2k	570.88	View chart
Netflix (NFLX)	0.3	$669k	7.1k	93.76	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$658k	5.7k	114.50	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$656k	8.0k	82.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$635k	4.1k	154.14	View chart
Corning Incorporated (GLW)	0.3	$623k	7.1k	87.56	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$610k	5.0k	121.75	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$573k	14k	41.36	View chart
Trane Technologies SHS (TT)	0.3	$566k	1.5k	389.20	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$554k	8.5k	65.01	View chart
Global X Fds S&p 500 Covered (XYLD)	0.2	$542k	13k	40.63	View chart
Astrazeneca Sponsored Adr (AZN)	0.2	$527k	5.7k	91.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$505k	2.0k	252.92	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$497k	2.8k	177.37	View chart
Immunitybio (IBRX)	0.2	$494k	249k	1.98	View chart
Grayscale Chainlink Tr Etf SHS	0.2	$409k	38k	10.89	View chart
Fidelity National Information Services (FIS)	0.2	$407k	6.1k	66.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$405k	645.00	627.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$391k	833.00	468.76	View chart
Jacobs Engineering Group (J)	0.2	$388k	2.9k	132.46	View chart
Rocket Lab Corp (RKLB)	0.2	$384k	5.5k	69.76	View chart
Johnson & Johnson (JNJ)	0.2	$359k	1.7k	206.95	View chart
Planet Labs Pbc Com Cl A (PL)	0.2	$333k	17k	19.72	View chart
Texas Instruments Incorporated (TXN)	0.2	$331k	1.9k	173.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$329k	1.6k	211.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$327k	4.7k	69.42	View chart
Southern Company (SO)	0.1	$326k	3.7k	87.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$322k	1.0k	322.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$306k	3.2k	95.09	View chart
Tesla Motors (TSLA)	0.1	$299k	665.00	449.72	View chart
Spdr Series Trust State Street Spd (XHB)	0.1	$298k	2.9k	102.96	View chart
Dupont De Nemours (DD)	0.1	$295k	7.3k	40.20	View chart
Zscaler Incorporated (ZS)	0.1	$294k	1.3k	224.92	View chart
Astera Labs (ALAB)	0.1	$294k	1.8k	166.36	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$288k	1.0k	279.14	View chart
Bloom Energy Corp Com Cl A (BE)	0.1	$281k	3.2k	86.89	View chart
Marvell Technology (MRVL)	0.1	$280k	3.3k	84.98	View chart
Charles Schwab Corporation (SCHW)	0.1	$278k	2.8k	99.91	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$277k	2.7k	101.82	View chart
Mp Materials Corp Com Cl A (MP)	0.1	$273k	5.4k	50.52	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$267k	1.5k	173.53	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$262k	664.00	393.92	View chart
Ameriprise Financial (AMP)	0.1	$257k	525.00	490.34	View chart
Visa Com Cl A (V)	0.1	$243k	694.00	350.71	View chart
Caterpillar (CAT)	0.1	$237k	414.00	572.87	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$236k	2.2k	106.70	View chart
Metropcs Communications (TMUS)	0.1	$236k	1.2k	203.04	View chart
CSX Corporation (CSX)	0.1	$231k	6.4k	36.25	View chart
Shell Spon Ads (SHEL)	0.1	$227k	3.1k	73.48	View chart
Doordash Cl A (DASH)	0.1	$227k	1.0k	226.48	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$227k	1.6k	138.42	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$226k	7.5k	30.07	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	0.1	$225k	3.5k	64.15	View chart
Dick's Sporting Goods (DKS)	0.1	$223k	1.1k	197.97	View chart
Phillips 66 (PSX)	0.1	$219k	1.7k	129.04	View chart
Kroger (KR)	0.1	$218k	3.5k	62.48	View chart
Kimco Realty Corporation (KIM)	0.1	$215k	11k	20.27	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$208k	3.4k	61.13	View chart
Automatic Data Processing (ADP)	0.1	$206k	800.00	257.23	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$202k	784.00	257.95	View chart
Abcellera Biologics (ABCL)	0.1	$113k	33k	3.42	View chart
Nextdoor Holdings Com Cl A (NXDR)	0.0	$22k	11k	2.10	View chart

Past Filings by MOR Wealth Management

SEC 13F filings are viewable for MOR Wealth Management going back to 2025

MOR Wealth Management 2025 Q4 filed Jan. 15, 2026

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