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Home > Institutional Investor > Mor Wealth Management, Llc > Profile

Instuitional Investor - Mor Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Mor Wealth Management, Llc
Portfolio Value $251,170,077
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 796,661 $26,959,013 10.73%
2.
Ishares Trust
 IEF 192,949 $23,958,507 9.54%
3.
Legg Mason Etf Invt
 531,044 $21,552,440 8.58%
4.
Wisdomtree Tr
 208,478 $19,934,688 7.94%
5.
Invesco Exchange Traded Fd T - S&P500 QUALITY
 205,024 $18,472,626 7.35%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.