MOR Wealth Management, LLC

The portfolio demonstrates a high degree of diversification, with the top 10 positions accounting for roughly 61% of the total assets. Notably, the top six positions are all ETFs, which form the foundational bedrock of the strategy. The individual stock selection is highly selective, with only a few specific names—such as Accenture, Apple, and Nvidia—breaking into the top tier of the portfolio's value. This approach suggests a desire to mitigate unsystematic risk through the core holdings while seeking alpha through targeted large-cap equity positions.

2. Key Holdings