Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MorganRosel Wealth Management, LLC (CIK 1753218) reported $253.5M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($47.9M, 18.91%), SCHF ($16.9M, 6.66%), VOO ($8.9M, 3.51%), FNDF ($7.6M, 3.00%), BOND ($7.1M, 2.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $47.9M | 18.91% | 149,452 | Trimmed |
| 2 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $16.9M | 6.66% | 682,552 | Trimmed |
| 3 | VOO | VANGUARD S&P 500 ETF | $8.9M | 3.51% | 14,898 | Trimmed |
| 4 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $7.6M | 3.00% | 155,349 | Trimmed |
| 5 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $7.1M | 2.78% | 76,486 | Trimmed |
| 6 | VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.0M | 2.77% | 93,360 | Trimmed |
| 7 | SPY | STATE STREET SPDR S&P 500 ETF | $6.5M | 2.56% | 9,983 | Trimmed |
| 8 | VPLS | VANGUARD CORE PLUS BOND ETF | $6.4M | 2.52% | 82,220 | Trimmed |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $6.1M | 2.40% | 94,973 | Trimmed |
| 10 | SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $6.0M | 2.37% | 182,533 | Trimmed |
| 11 | SCHZ | SCHWAB US AGGREGATE BOND ETF | $5.6M | 2.22% | 242,245 | Trimmed |
| 12 | IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $5.1M | 2.03% | 110,084 | Trimmed |
| 13 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $5.2M | 2.03% | 134,685 | Added |
| 14 | VUSB | VANGUARD ULTRA-SHORT BOND ETF | $5.0M | 1.98% | 100,786 | Trimmed |
| 15 | VPL | VANGUARD FTSE PACIFIC ETF | $4.8M | 1.88% | 48,846 | New |
| 16 | JPIE | JPMORGAN INCOME ETF | $4.8M | 1.88% | 103,575 | Trimmed |
| 17 | RPV | INVESCO S&P 500 PURE VALUE ETF | $4.7M | 1.86% | 43,953 | Trimmed |
| 18 | ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $4.7M | 1.84% | 32,750 | Trimmed |
| 19 | JQUA | JPMORGAN U.S. QUALITY FACTOR ETF | $4.6M | 1.83% | 75,788 | Trimmed |
| 20 | FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $4.6M | 1.82% | 99,552 | Trimmed |
| 21 | QQQ | INVESCO QQQ TRUST SERIES I | $4.2M | 1.67% | 7,340 | Trimmed |
| 22 | VGK | VANGUARD FTSE EUROPE ETF | $4.2M | 1.67% | 51,340 | New |
| 23 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.1M | 1.61% | 41,197 | Trimmed |
| 24 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $3.2M | 1.28% | 40,707 | Trimmed |
| 25 | AAPL | APPLE INC COM | $3.0M | 1.17% | 11,731 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31