Mor Wealth Management, LLC Portfolio Holdings

Mor Wealth Management, LLC

  • $219 Billion
  • Q4 2025

Mor Wealth Management, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $219 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $28.2B, Ishares Russell 1000 Gr ETF with a value of $22.3B, Wisdomtree Tr Us Quality Divid with a value of $18.9B, Franklin International Low Vol with a value of $16.7B, and Invesco Exchange Traded Fd Tr with a value of $14.6B.

Examining the 13F form we can see an increase of $219B in the current position value.

Mor Wealth Management, LLC is based out at Philadelphia, PA

Below you can find more details about Mor Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $219 Billion
ETFs: $158 Billion
Technology: $29.4 Billion
Communication Services: $6.75 Billion
Energy: $5.2 Billion
Healthcare: $3.77 Billion
Consumer Defensive: $3.17 Billion
Financial Services: $3.12 Billion
Consumer Cyclical: $2.66 Billion
Other: $3.68 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.2 Billion 12.88% of portfolio
864,003
Q4 2025 New
$0
$22.3 Billion 10.17% of portfolio
47,022
Q4 2025 New
$0
$18.9 Billion 8.66% of portfolio
211,870
Q4 2025 New
$0
$16.7 Billion 7.62% of portfolio
452,727
Q4 2025 New
$0
$14.6 Billion 6.69% of portfolio
195,157
Q4 2025 New
$0
$11 Billion 5.05% of portfolio
38,065
Q4 2025 New
$152B
$7.95 Billion 3.63% of portfolio
29,641
Q4 2025 New
$4.3T
$7.25 Billion 3.32% of portfolio
26,685
Q4 2025 New
$465B
$5.17 Billion 2.36% of portfolio
27,733
Q4 2025 New
$0
$4.67 Billion 2.13% of portfolio
81,550
Q4 2025 New
$0
$4.08 Billion 1.86% of portfolio
148,746
Q4 2025 New
$0
$3.85 Billion 1.76% of portfolio
37,781
Q4 2025 New
$7.89B
$3.86 Billion 1.76% of portfolio
13,437
Q4 2025 New
$0
$3.69 Billion 1.69% of portfolio
6,010
Q4 2025 New
$0
$3.69 Billion 1.68% of portfolio
80,147
Q4 2025 New
$0
$3.47 Billion 1.59% of portfolio
5,095
Q4 2025 New
$1.65T
$3.08 Billion 1.41% of portfolio
9,838
Q4 2025 New
$0
$2.67 Billion 1.22% of portfolio
13,973
Q4 2025 New
$3.78T
$2.55 Billion 1.17% of portfolio
5,283
Q4 2025 New
$2.39T
$2.14 Billion 0.98% of portfolio
9,270
Q4 2025 New
$971B
$2.01 Billion 0.92% of portfolio
1,873
Q4 2025 New
$346B
$1.98 Billion 0.9% of portfolio
13,782
Q4 2025 New
$0
$1.95 Billion 0.89% of portfolio
5,804
Q4 2025 New
$0
$1.61 Billion 0.74% of portfolio
7,322
Q4 2025 New
$1.37T
$1.47 Billion 0.67% of portfolio
2,225
Q4 2025 New
$0
$1.39 Billion 0.63% of portfolio
15,494
Q4 2025 New
$0
$1.2 Billion 0.55% of portfolio
1,587
Q4 2025 New
$1.74T
$1.05 Billion 0.48% of portfolio
3,359
Q4 2025 New
$404B
$975 Million 0.45% of portfolio
1,130
Q4 2025 New
$0
$957 Million 0.44% of portfolio
4,550
Q4 2025 New
$593B
$911 Million 0.42% of portfolio
4,676
Q4 2025 New
$174B
$902 Million 0.41% of portfolio
5,605
Q4 2025 New
$953M
$892 Million 0.41% of portfolio
52,534
Q4 2025 New
$266B
$816 Million 0.37% of portfolio
2,756
Q4 2025 New
$197B
$781 Million 0.36% of portfolio
3,040
Q4 2025 New
$0
$760 Million 0.35% of portfolio
3,607
Q4 2025 New
Arista Networks Inc
-
$749 Million 0.34% of portfolio
-
Q4 2025 New
$61.4B
$713 Million 0.33% of portfolio
1,689
Q4 2025 New
$255B
$717 Million 0.33% of portfolio
1,938
Q4 2025 New
$1.46T
$719 Million 0.33% of portfolio
2,366
Q4 2025 New
$0
$699 Million 0.32% of portfolio
1,432
Q4 2025 New
Ishares Bitcoin Trust ETF
-
$699 Million 0.32% of portfolio
-
Q4 2025 New
$512B
$670 Million 0.31% of portfolio
1,173
Q4 2025 New
$49.1B
$669 Million 0.31% of portfolio
7,130
Q4 2025 New
$0
$658 Million 0.3% of portfolio
5,746
Q4 2025 New
$0
$656 Million 0.3% of portfolio
7,972
Q4 2025 New
$98.1B
$635 Million 0.29% of portfolio
4,117
Q4 2025 New
$0
$610 Million 0.28% of portfolio
5,013
Q4 2025 New
$69.4B
$623 Million 0.28% of portfolio
7,111
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $219 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 14, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 105 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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