MORRIS FINANCIAL CONCEPTS, INC.
All 13F Filings
- Location
- Mount Pleasant, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 294,557
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/17/2026 | 195 | 294,557 | 13F-HR | MORRIS FINANCIAL CONCEPTS, INC. |
| Q4 2025 | 2/9/2026 | 193 | 285,535 | 13F-HR | MORRIS FINANCIAL CONCEPTS, INC. |
| Q3 2025 | 10/21/2025 | 198 | 276,821 | 13F-HR | MORRIS FINANCIAL CONCEPTS, INC. |
| Q2 2025 | 7/28/2025 | 197 | 251,912 | 13F-HR | MORRIS FINANCIAL CONCEPTS, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.54 K | 10.4% | 0 | 94.55 K | -94.55 K |
| ETFs | 252.4 K | 85.7% | 109.6 K | 0 | 109.6 K |
| Debt | 11.59 K | 3.9% | 3.864 K | 0 | 3.864 K |
| Other | 0 | 0.0% | 0 | 9.893 K | -9.893 K |
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Fund Snapshot
Q1 2026
Latest filed
4/17/2026
Total value ($000)
294,557
Holdings
195
QoQ value change ($000)
9,022
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.