What does Morling Financial Advisors, LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · 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.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$41M123K12.9%

SSGA ACTIVE ETF TR

$41M1.0M12.8%

TCW ETF TRUST

$29M738K9.2%

VANGUARD SCOTTSDALE FDS

$28M476K8.8%

DIMENSIONAL ETF TRUST

$25M531K7.8%

DIMENSIONAL ETF TRUST

$25M759K7.8%

SIMPLIFY EXCHANGE TRADED FUN

$17M339K5.4%

DIMENSIONAL ETF TRUST

$14M359K4.3%

SCHWAB STRATEGIC TR

$12M459K3.9%

APPLE INC

$10M38K3.3%

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