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.
Morling Financial Advisors, LLC (CIK 1905198) reported $325.3M across 105 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TOTL ($43.8M, 13.46%), VTI ($41.4M, 12.73%), FLXR ($31.2M, 9.58%), VGSH ($30.1M, 9.25%), DFAE ($26.0M, 8.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TOTL | SSGA ACTIVE ETF TR | $43.8M | 13.46% | 1.1M | Added |
| 2 | VTI | VANGUARD INDEX FDS | $41.4M | 12.73% | 129,055 | Added |
| 3 | FLXR | TCW ETF TRUST | $31.2M | 9.58% | 793,655 | Added |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $30.1M | 9.25% | 513,824 | Added |
| 5 | DFAE | DIMENSIONAL ETF TRUST | $26.0M | 8.01% | 769,272 | Added |
| 6 | DFAU | DIMENSIONAL ETF TRUST | $24.3M | 7.47% | 538,875 | Added |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $18.7M | 5.74% | 313,631 | New |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $14.4M | 4.42% | 369,287 | Added |
| 9 | SCHX | SCHWAB STRATEGIC TR | $11.4M | 3.52% | 446,063 | Trimmed |
| 10 | AAPL | APPLE INC | $9.9M | 3.04% | 39,019 | Added |
| 11 | SPLG | SPDR SERIES TRUST | $8.4M | 2.58% | 109,688 | Trimmed |
| 12 | AVUS | AMERICAN CENTY ETF TR | $6.1M | 1.86% | 54,498 | Added |
| 13 | IVV | ISHARES TR | $5.3M | 1.62% | 8,055 | Trimmed |
| 14 | IEMG | ISHARES INC | $4.7M | 1.43% | 66,770 | Trimmed |
| 15 | TSLA | TESLA INC | $4.0M | 1.23% | 10,786 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $3.6M | 1.12% | 56,668 | Trimmed |
| 17 | ITOT | ISHARES TR | $2.5M | 0.76% | 17,367 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $2.3M | 0.72% | 13,402 | Added |
| 19 | GOOG | ALPHABET INC | $2.0M | 0.61% | 6,968 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $1.9M | 0.58% | 9,028 | Added |
| 21 | ESGU | ISHARES TR | $1.8M | 0.56% | 12,789 | Added |
| 22 | DFSU | DIMENSIONAL ETF TRUST | $1.6M | 0.50% | 39,429 | Trimmed |
| 23 | GOOGL | ALPHABET INC | $1.5M | 0.47% | 5,303 | Added |
| 24 | SCHB | SCHWAB STRATEGIC TR | $1.4M | 0.43% | 55,361 | Trimmed |
| 25 | SPTM | SPDR SERIES TRUST | $1.3M | 0.39% | 16,160 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31