MOR Wealth Management, LLC - Portfolio overview
MOR Wealth Management, LLC has 103 reported holdings in this dataset, with the latest filing dated 2026-04-27.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Energy.
Largest reported holdings by portfolio allocation
- SCHG - SCHWAB STRATEGIC TR, 11.57%
- IWF - ISHARES TR, 10.45%
- DGRW - WISDOMTREE TR, 8.88%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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