MOR Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$251,170
Net value change ($000)
+33,164 (15.2%)
New positions
33
Sold out positions
14
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LVHI 2,960 15.9%
VO 2,318 21.2%
SPHQ 2,092 12.8%
SCHG 1,732 6.9%
PLD 1,220 NEW
AAPL 1,176 17.5%
IWF 1,171 5.1%
QQQ 1,095 31.6%
ESML 1,089 28.9%
AVUV 952 23.2%
Top Reduces (Value $000, Stocks/ETFs)
ACN -2,432 -41.4%
IBM -566 -100.0%
AXP -539 -100.0%
SCHD -538 -13.2%
BX -434 -100.0%
TPL -427 -7.8%
AMGN -299 -100.0%
SO -257 -100.0%
TT -250 -100.0%
FIS -250 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type