MorganRosel Wealth Management, LLC - Portfolio overview

MorganRosel Wealth Management, LLC has 128 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD TOTAL STOCK MARKET ETF, 17.47%
2. SCHF - SCHWAB INTERNATIONAL EQUITY ETF, 6.16%
3. VOO - VANGUARD S&P 500 ETF, 3.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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