MorganRosel Wealth Management, LLC
All 13F Filings
- Location
- Highlands Ranch, CO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 399,561
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 111 | 399,561 | 13F-HR | MorganRosel Wealth Management, LLC |
| Q3 2025 | 10/24/2025 | 108 | 385,927 | 13F-HR | MorganRosel Wealth Management, LLC |
| Q2 2025 | 8/1/2025 | 359 | 366,928 | 13F-HR | MorganRosel Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.27 K | 12.6% | 0 | 6.118 K | -6.118 K |
| ETFs | 349.3 K | 87.4% | 19.75 K | 0 | 19.75 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
399,561
Holdings
111
QoQ value change ($000)
13,634
(3.5%)
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.