Morling Financial Advisors, LLC
All 13F Filings
- Location
- Fremont, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 318,228
- 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 | 2/6/2026 | 103 | 318,228 | 13F-HR | Morling Financial Advisors, LLC |
| Q3 2025 | 11/4/2025 | 105 | 302,368 | 13F-HR | Morling Financial Advisors, LLC |
| Q2 2025 | 8/11/2025 | 102 | 305,809 | 13F-HR | Morling Financial Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.079 K
(0.3% of total reported value)
· QoQ Δ:
+12
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 267.2 K | 84.4% | 51.47 K | 0 | 51.47 K |
| ETFs | 49.57 K | 15.6% | 0 | 35.61 K | -35.61 K |
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Fund Snapshot
Q4 2025
Latest filed
2/6/2026
Total value ($000)
318,228
Holdings
103
QoQ value change ($000)
15,860
(5.2%)
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.