MORRIS FINANCIAL CONCEPTS, INC.
All 13F Filings
- Location
- Mount Pleasant, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 326,120
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 204 | 326,120 | 13F-HR | MORRIS FINANCIAL CONCEPTS, INC. |
| 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 | 35.07 K | 10.8% | 4.531 K | 0 | 4.531 K |
| ETFs | 278.7 K | 85.5% | 26.3 K | 0 | 26.3 K |
| Debt | 12.31 K | 3.8% | 728 | 0 | 728 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
326,120
Holdings
204
QoQ value change ($000)
31,563
(10.7%)
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.