13F Insight
DOSSIER · 13F-HR · Q4 2025

Morling Financial Advisors, LLC

$318M in tracked AUM across 103 positions as of Q4 2025.

MF
CIK 0001905198 · last filed Dec 31, 2025
Total AUM
$318M
as of Q4 2025
Holdings
103
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

Morling Financial Advisors, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$41M123K12.9%02
TOTL
SSGA ACTIVE ETF TR
$41M1.0M12.8%03
FLXR
TCW ETF TRUST
$29M738K9.2%04
VGSH
VANGUARD SCOTTSDALE FDS
$28M476K8.8%05
DFAU
DIMENSIONAL ETF TRUST
$25M531K7.8%06
DFAE
DIMENSIONAL ETF TRUST
$25M759K7.8%07
MTBA
SIMPLIFY EXCHANGE TRADED FUN
$17M339K5.4%08
DFAI
DIMENSIONAL ETF TRUST
$14M359K4.3%09
SCHX
SCHWAB STRATEGIC TR
$12M459K3.9%10
AAPL
APPLE INC
$10M38K3.3%

Filing history

2025Q4Dec 31
$318M▲ 5.2%
103 positionsView →2025Q3Sep 30
$302M▼ 1.1%
105 positionsView →2025Q2Jun 30
$306M▲ 5.2%
102 positionsLocked2025Q1Mar 31
$291M▲ 1.3%
121 positionsLocked2024Q4Dec 31
$287M▲ 9.3%
121 positionsLocked2024Q3Sep 30
$262M▲ 14.4%
100 positionsLocked2024Q2Jun 30
$229M▲ 31.2%
90 positionsLocked2024Q1Mar 31
$175M▲ 41.1%
104 positionsLocked2023Q4Dec 31
$124M▲ 22.8%
81 positionsLocked2023Q3Sep 30
$101M▼ 3.0%
73 positionsLocked2023Q2Jun 30
$104M▲ 12.2%
76 positionsLocked2023Q1Mar 31
$93M▲ 18.3%
85 positionsLocked
Showing 12 of 17