13F Insight
DOSSIER · 13F-HR · Q2 2026

Morling Financial Advisors, LLC

$360M in tracked AUM across 123 positions as of Q2 2026.

MF
CIK 0001905198 · last filed Jun 30, 2026
Total AUM
$360M
as of Q2 2026
Holdings
123
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Morling Financial Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$49M131K13.5%02
TOTL
SSGA ACTIVE ETF TR
$45M1.1M12.6%03
FLXR
TCW ETF TRUST
$32M820K8.9%04
VGSH
VANGUARD SCOTTSDALE FDS
$31M533K8.6%05
DFAE
DIMENSIONAL ETF TRUST
$30M737K8.2%06
DFAU
DIMENSIONAL ETF TRUST
$28M541K7.8%07
VGIT
VANGUARD SCOTTSDALE FDS
$19M320K5.2%08
DFAI
DIMENSIONAL ETF TRUST
$16M376K4.3%09
SCHX
SCHWAB STRATEGIC TR
$13M446K3.6%10
AAPL
APPLE INC
$11M39K3.1%

Filing history

2026Q2Jun 30
$360M▲ 13.1%
123 positionsView →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 positionsLocked
Showing 12 of 18