Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

MorganRosel Wealth Management, LLC (CIK 1753218) reported $296.3M across 103 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($55.9M, 18.87%), SCHF ($19.5M, 6.58%), VOO ($11.2M, 3.77%), FNDF ($8.5M, 2.86%), VEU ($8.0M, 2.69%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF$55.9M18.87%151,049Added
2SCHFSCHWAB INTERNATIONAL EQUITY ETF$19.5M6.58%703,213Added
3VOOVANGUARD S&P 500 ETF$11.2M3.77%16,273Added
4FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF$8.5M2.86%160,413Added
5VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND$8.0M2.69%95,133Added
6VEAVANGUARD FTSE DEVELOPED MARKETS ETF$7.7M2.59%107,880Added
7BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND$7.6M2.57%82,561Added
8SPYSTATE STREET SPDR S&P 500 ETF$7.3M2.47%9,791Trimmed
9SCHESCHWAB EMERGING MARKETS EQUITY ETF$6.9M2.34%190,814Added
10VPLSVANGUARD CORE PLUS BOND ETF$6.8M2.28%87,197Added
11VUSBVANGUARD ULTRA-SHORT BOND ETF$5.8M1.97%117,316Added
12VPLVANGUARD FTSE PACIFIC ETF$5.7M1.94%49,598Added
13SCHZSCHWAB US AGGREGATE BOND ETF$5.7M1.93%246,838Added
14FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF$5.7M1.91%142,619Added
15JQUAJPMORGAN U.S. QUALITY FACTOR ETF$5.6M1.90%77,894Added
16ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF$5.5M1.86%33,616Added
17QQQINVESCO QQQ TRUST SERIES I$5.5M1.85%7,440Added
18JPIEJPMORGAN INCOME ETF$5.4M1.84%118,201Added
19AGGISHARES CORE U.S. AGGREGATE BOND ETF$5.4M1.82%54,351Added
20RPVINVESCO S&P 500 PURE VALUE ETF$5.1M1.73%45,079Added
21EMGFISHARES EMERGING MARKETS EQUITY FACTOR ETF$5.1M1.70%68,938New
22FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF$5.0M1.69%102,929Added
23VGKVANGUARD FTSE EUROPE ETF$4.6M1.54%51,616Added
24MTUMISHARES MSCI USA MOMENTUM FACTOR ETF$4.3M1.46%12,622Added
25HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF$3.6M1.21%44,849Added

Source: SEC Form 13F filings · as of 2026-06-30