Morling Financial Advisors, LLC
Q3 2026 13F filing
Updated 8 days ago144 disclosed positions worth $373.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $51M | 136.2K | 13.65% | Added(+3.8%) |
| 2 | S SSGA ACTIVE ETF TR | $44.9M | 1.20M | 12.02% | Added(+4.5%) |
| 3 | ? N/A TCW ETF TRUST | $32.3M | 852.5K | 8.66% | Added(+4.0%) |
| 4 | V VANGUARD SCOTTSDALE FDS | $32.1M | 558.4K | 8.61% | Added(+4.8%) |
| 5 | N DIMENSIONAL ETF TRUST | $31.8M | 808.8K | 8.51% | Added(+9.8%) |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $28.8M | 550.1K | 7.71% | Added(+1.8%) |
| 7 | V VANGUARD SCOTTSDALE FDS | $19.1M | 337.4K | 5.12% | Added(+5.4%) |
| 8 | C DIMENSIONAL ETF TRUST | $17.4M | 419.9K | 4.66% | Added(+11.7%) |
| 9 | S SCHWAB STRATEGIC TR | $13.3M | 444.5K | 3.57% | Trimmed(-0.3%) |
| 10 | A APPLE INC | $12.5M | 37.4K | 3.33% | Trimmed(-3.1%) |
| 11 | S SPDR SERIES TRUST | $9.8M | 109.5K | 2.63% | Added(+1.0%) |
| 12 | ? N/A AMERICAN CENTY ETF TR | $7M | 54.3K | 1.86% | Trimmed(-0.3%) |
| 13 | E ISHARES TR | $6.6M | 8.6K | 1.76% | Added(+5.1%) |
| 14 | E ISHARES INC | $5.7M | 70.2K | 1.52% | Added(+3.6%) |
| 15 | ? N/A EA SERIES TRUST | $4.5M | 86.9K | 1.19% | — |
| 16 | V VANGUARD TAX-MANAGED FDS | $4.2M | 59.2K | 1.12% | Added(+1.4%) |
| 17 | N NVIDIA CORPORATION | $2.9M | 12.8K | 0.78% | Added(+4.8%) |
| 18 | E ISHARES TR | $2.9M | 17.5K | 0.78% | Added(+0.6%) |
| 19 | T TESLA INC | $2.8M | 8.0K | 0.76% | Added(+234.5%) |
| 20 | A AMAZON COM INC | $2.2M | 8.7K | 0.58% | Trimmed(-1.0%) |
| 21 | G ALPHABET INC | $2.1M | 6.1K | 0.55% | Trimmed(-12.6%) |
| 22 | E ISHARES TR | $2M | 11.9K | 0.53% | Trimmed(-6.8%) |
| 23 | ? N/A DIMENSIONAL ETF TRUST | $1.9M | 40.7K | 0.51% | Added(+0.6%) |
| 24 | S SCHWAB STRATEGIC TR | $1.6M | 53.1K | 0.42% | Trimmed(-2.4%) |
| 25 | G ALPHABET INC | $1.5M | 4.5K | 0.41% | Trimmed(-0.6%) |
| 26 | V VANGUARD INDEX FDS | $1.5M | 2.1K | 0.39% | Added(+37.5%) |
| 27 | S SPDR SERIES TRUST | $1.3M | 13.8K | 0.34% | Trimmed(-7.9%) |
| 28 | C CROWDSTRIKE HLDGS INC | $1.2M | 4.3K | 0.31% | Added(+300.0%) |
| 29 | S SCHWAB STRATEGIC TR | $1.1M | 35.1K | 0.31% | Unchanged |
| 30 | M META PLATFORMS INC | $1.1M | 1.5K | 0.29% | Trimmed(-6.5%) |
| 31 | S STATE STR SPDR S&P 500 ETF T | $1.1M | 1.4K | 0.28% | Unchanged |
| 32 | S SCHWAB STRATEGIC TR | $1M | 28.7K | 0.28% | Added(+0.1%) |
| 33 | B VANGUARD SPECIALIZED FUNDS | $1M | 4.3K | 0.27% | Trimmed(-2.0%) |
| 34 | D DYNEX CAP INC | $1M | 90.7K | 0.27% | Added(+4.0%) |
| 35 | ? N/A DIMENSIONAL ETF TRUST | $893K | 18.5K | 0.24% | Added(+0.6%) |
| 36 | E ISHARES INC | $869K | 16.1K | 0.23% | Trimmed(-6.2%) |
| 37 | T TESLA INC | $852K | 2.4K | 0.23% | Unchanged |
| 38 | R REDDIT INC | $839K | 5.9K | 0.22% | Added(+0.1%) |
| 39 | S SPDR INDEX SHS FDS | $799K | 15.4K | 0.21% | Added(+4.5%) |
| 40 | V VANGUARD INTL EQUITY INDEX F | $792K | 13.3K | 0.21% | Trimmed(-0.5%) |
| 41 | S STUBHUB HLDGS INC | $734K | 131.5K | 0.20% | Unchanged |
| 42 | M MICROSOFT CORP | $694K | 1.4K | 0.19% | Trimmed(-18.4%) |
| 43 | I INVESCO EXCHANGE TRADED FD T | $664K | 12.2K | 0.18% | Added(+12.7%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $644K | 14.5K | 0.17% | Added(+3.1%) |
| 45 | A ADVANCED MICRO DEVICES INC | $598K | 978 | 0.16% | Trimmed(-15.6%) |
| 46 | ? N/A DIMENSIONAL ETF TRUST | $540K | 13.6K | 0.14% | Unchanged |
| 47 | ? N/A DIMENSIONAL ETF TRUST | $478K | 10.6K | 0.13% | Added(+3.0%) |
| 48 | E ISHARES TR | $472K | 4.6K | 0.13% | Trimmed(-6.9%) |
| 49 | U UBER TECHNOLOGIES INC | $445K | 6.5K | 0.12% | Trimmed(-5.8%) |
| 50 | E ISHARES INC | $435K | 4.4K | 0.12% | Unchanged |