Mor Wealth Management, LLC Top Holdings and 13F Report (2026) About Mor Wealth Management, LLCInvestment ActivityMor Wealth Management, LLC has $218.01 million in total holdings as of March 31, 2026.Mor Wealth Management, LLC owns shares of 103 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.27% of the portfolio was purchased this quarter.About 3.86% of the portfolio was sold this quarter.This quarter, Mor Wealth Management, LLC has purchased 105 new stocks and bought additional shares in 24 stocks.Mor Wealth Management, LLC sold shares of 41 stocks and completely divested from 13 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $25,226,532iShares Russell 1000 Growth ETF $22,787,970WisdomTree U.S. Quality Dividend Growth Fund $19,354,094Franklin International Low Volatility High Dividend Index ETF $18,592,333Invesco S&P 500 Quality ETF $16,381,357 Largest New Holdings this Quarter G0593M107 - AstraZeneca $828,718 Holding931142103 - WALMART INC $441,318 Holding09174Y106 - BITWISE CHAINLINK ETF $434,259 Holding79466L302 - Salesforce $421,128 Holding11135F101 - Broadcom $396,482 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 6,421 shares (about $2.74M)Invesco S&P 500 Quality ETF 22,709 shares (about $1.71M)AstraZeneca 4,202 shares (about $828.72K)WisdomTree U.S. Quality Dividend Growth Fund 8,463 shares (about $743.39K)SPDR Portfolio S&P 500 Growth ETF 5,250 shares (about $514.03K) Largest Sales this Quarter Texas Pacific Land 1,864 shares (about $884.58K)Applied Materials 1,611 shares (about $550.62K)Schwab US Dividend Equity ETF 15,888 shares (about $487.44K)Trane Technologies 855 shares (about $356.31K)Vanguard Growth ETF 445 shares (about $194.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMor Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$25,226,532$58,114 ▲0.2%865,99811.6%ETFIWFiShares Russell 1000 Growth ETF$22,787,970$2,737,899 ▲13.7%53,44310.5%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$19,354,094$743,392 ▲4.0%220,3338.9%ManufacturingLVHIFranklin International Low Volatility High Dividend Index ETF$18,592,333$238,781 ▲1.3%458,6178.5%ETFSPHQInvesco S&P 500 Quality ETF$16,381,357$1,707,491 ▲11.6%217,8667.5%ETFVOVanguard Mid-Cap ETF$10,915,518$16,082 ▼-0.1%38,0095.0%ETFAAPLApple$6,717,585$54,819 ▼-0.8%26,4693.1%Computer and TechnologyACNAccenture$5,877,6120.0%29,6412.7%Computer and TechnologyTPLTexas Pacific Land$5,492,083$884,580 ▼-13.9%11,5732.5%EnergyNVDANVIDIA$4,811,114$25,462 ▼-0.5%27,5872.2%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$4,463,589$158,647 ▼-3.4%78,7512.0%ETFAVUVAvantis U.S. Small Cap Value ETF$4,104,462$69,153 ▼-1.7%37,1551.9%ETFSCHDSchwab US Dividend Equity ETF$4,076,071$487,442 ▼-10.7%132,8581.9%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,774,299$5,783 ▲0.2%80,2701.7%ETFQQQInvesco QQQ$3,468,7620.0%6,0101.6%FinanceSPYSPDR S&P 500 ETF Trust$3,459,237$145,679 ▲4.4%5,3191.6%FinanceIJHiShares Core S&P Mid-Cap ETF$3,351,311$12,898 ▼-0.4%49,6271.5%ETFGOOGLAlphabet$2,829,0150.0%9,8381.3%Computer and TechnologyVTVVanguard Value ETF$2,734,494$7,063 ▼-0.3%13,9371.3%ETFIBRXImmunityBio$2,172,504$260,642 ▲13.6%283,2471.0%MedicalMSFTMicrosoft$1,961,901$6,293 ▲0.3%5,3000.9%Computer and TechnologyPGProcter & Gamble$1,938,385$52,287 ▼-2.6%13,4200.9%Consumer StaplesAMZNAmazon.com$1,885,260$45,403 ▼-2.4%9,0520.9%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,867,114$5,133 ▲0.3%5,8200.9%ETFLLYEli Lilly and Company$1,717,211$5,519 ▼-0.3%1,8670.8%MedicalVIGVanguard Dividend Appreciation ETF$1,574,6980.0%7,3220.7%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,413,008$41,944 ▲3.1%15,9680.6%ETFMETAMeta Platforms$1,379,978$106,988 ▲8.4%2,4120.6%Computer and TechnologyPBTPermian Basin Royalty Trust$1,130,5320.0%52,5340.5%EnergyVGTVanguard Information Technology ETF$1,093,327$13,954 ▼-1.3%1,5670.5%ETFCOSTCostco Wholesale$1,060,374$65,775 ▼-5.8%1,0640.5%Retail/WholesaleIWDiShares Russell 1000 Value ETF$972,1990.0%4,5500.4%ETFGOOGAlphabet$958,686$4,877 ▼-0.5%3,3420.4%Computer and TechnologyPWRQuanta Services$894,354$32,941 ▼-3.6%1,6290.4%ConstructionTSMTaiwan Semiconductor Manufacturing$851,972$52,382 ▲6.6%2,5210.4%Computer and TechnologyGLWCorning$848,453$118,430 ▼-12.2%6,2400.4%Computer and TechnologyAZNCFAstraZeneca$828,718$828,718 ▲New Holding4,2020.4%MedicalAVDEAvantis International Equity ETF$782,394$106,050 ▲15.7%9,2220.4%ETFVLUSPDR S&P 1500 Value Tilt ETF$775,4200.0%3,6070.4%ETFNFLXNetflix$749,009$63,459 ▲9.3%7,7900.3%Consumer DiscretionarySPYGSPDR Portfolio S&P 500 Growth ETF$730,409$514,028 ▲237.6%7,4600.3%ETFSHOPIFY INC$679,574$14,709 ▲2.2%5,7290.3%CL A SUB VTG SHSMAMastercard$627,573$41,472 ▲7.1%1,2560.3%Business ServicesARISTA NETWORKS INC$621,021$80,666 ▼-11.5%5,0580.3%COM SHSRWLInvesco S&P 500 Revenue ETF$604,771$55,501 ▼-8.4%5,2630.3%ETFORCLOracle$595,002$92,817 ▼-13.5%4,0450.3%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$588,9810.0%13,8600.3%ETFAORiShares Core 60/40 Balanced Allocation ETF$575,512$27,350 ▲5.0%8,9430.3%ETFIBMInternational Business Machines$566,223$101,804 ▼-15.2%2,3360.3%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$539,397$64,633 ▲13.6%2,2700.2%ETFAXPAmerican Express$538,717$47,489 ▼-8.1%1,7810.2%FinanceVOEVanguard Mid-Cap Value ETF$515,9840.0%2,8000.2%ETFXYLDGlobal X S&P 500 Covered Call ETF$510,451$11,739 ▼-2.2%13,0450.2%ETFAMATApplied Materials$488,418$550,624 ▼-53.0%1,4290.2%Computer and TechnologyPLPlanet Labs PBC$472,2990.0%16,8980.2%Computer and TechnologyWALMART INC$441,318$441,318 ▲New Holding3,5510.2%COMBITWISE CHAINLINK ETF$434,259$434,259 ▲New Holding27,2140.2%BENEFICIAL INTBXBlackstone$433,972$39,442 ▼-8.3%3,7740.2%FinanceVUGVanguard Growth ETF$431,112$194,372 ▼-31.1%9870.2%ETFJNJJohnson & Johnson$423,8590.0%1,7340.2%MedicalCRMSalesforce$421,128$421,128 ▲New Holding2,2560.2%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$418,248$131,628 ▼-23.9%3,8130.2%ETFJPMJPMorgan Chase & Co.$414,471$120,311 ▲40.9%1,4090.2%FinanceBEBloom Energy$397,663$40,647 ▼-9.3%2,9350.2%EnergyAVGOBroadcom$396,482$396,482 ▲New Holding1,2810.2%Computer and TechnologyGRAYSCALE CHAINLINK TR ETF$391,429$99,844 ▲34.2%50,3770.2%SHSSCHWCharles Schwab$354,775$93,698 ▲35.9%3,7750.2%FinanceROCKET LAB CORP$353,2100.0%5,5000.2%COMISHARES BITCOIN TRUST ETF$347,278$193,713 ▼-35.8%9,0390.2%SHS BEN INTAPDAir Products and Chemicals$342,488$342,488 ▲New Holding1,1790.2%Basic MaterialsVBRVanguard Small-Cap Value ETF$337,9280.0%1,5550.2%ETFDGROiShares Core Dividend Growth ETF$328,568$1,825 ▼-0.6%4,6820.2%ETFCRWDCrowdStrike$325,2120.0%8330.1%Computer and TechnologyQCOMQualcomm$325,170$325,170 ▲New Holding2,5250.1%Computer and TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$311,513$311,513 ▲New Holding8,1420.1%ETFESGDiShares ESG Aware MSCI EAFE ETF$307,5140.0%3,2160.1%ManufacturingAMGNAmgen$299,073$299,073 ▲New Holding8500.1%MedicalDHSWisdomTree U.S. High Dividend Fund$297,5150.0%2,7240.1%FinanceCATCaterpillar$293,3020.0%4140.1%IndustrialsXHBSPDR S&P Homebuilders ETF$285,8930.0%2,8960.1%ETFVOTVanguard Mid-Cap Growth ETF$265,5850.0%1,0320.1%ETFMRVLMarvell Technology$263,473$62,798 ▼-19.2%2,6600.1%Computer and TechnologyMPMP Materials$260,6040.0%5,4000.1%Basic MaterialsSOSouthern$257,322$103,566 ▼-28.7%2,6660.1%UtilitiesTTTrane Technologies$249,627$356,312 ▼-58.8%5990.1%ConstructionFISFidelity National Information Services$249,514$37,903 ▼-13.2%5,3190.1%Business ServicesTSLATesla$247,2140.0%6650.1%Auto/Tires/TrucksDGXQuest Diagnostics$243,799$57,226 ▼-19.0%1,2440.1%MedicalSCHMSchwab U.S. Mid-Cap ETF$243,263$10,867 ▲4.7%7,8570.1%ETFVCRVanguard Consumer Discretionary ETF$238,3960.0%6640.1%ETFPSXPhillips 66$231,004$77,973 ▼-25.2%1,2680.1%EnergyTMUST-Mobile US$219,271$24,363 ▼-10.0%1,0440.1%Computer and TechnologySHELShell$216,504$70,494 ▼-24.6%2,3280.1%EnergyKRKroger$216,067$36,325 ▼-14.4%2,9860.1%Retail/WholesaleVVisa$209,7550.0%6940.1%Business ServicesPEPPepsiCo$208,710$208,710 ▲New Holding1,3440.1%Consumer StaplesVBVanguard Small-Cap ETF$205,3450.0%7840.1%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$204,4080.0%3,4000.1%ETFYNDXYandex$203,577$203,577 ▲New Holding1,9620.1%Computer and TechnologyTXNTexas Instruments$201,517$168,707 ▼-45.6%1,0380.1%Computer and TechnologyShowing largest 100 holdings. 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