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

MORRIS FINANCIAL CONCEPTS, INC.

$326M in tracked AUM across 204 positions as of Q2 2026.

MF
CIK 0001387386 · last filed Jun 30, 2026
Total AUM
$326M
as of Q2 2026
Holdings
204
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MORRIS FINANCIAL CONCEPTS, INC. 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
IVV
ISHARES TR
$45M60K13.8%02
SCHX
SCHWAB STRATEGIC TR
$42M1.4M12.8%03
IEFA
ISHARES TR
$20M205K6.1%04
IJR
ISHARES TR
$18M123K5.6%05
BSV
VANGUARD BD INDEX FDS
$12M158K3.8%06
SCHA
SCHWAB STRATEGIC TR
$11M304K3.4%07
SHY
ISHARES TR
$10M127K3.2%08
ISTB
ISHARES TR
$9M186K2.8%09
DFAC
DIMENSIONAL ETF TRUST
$9M199K2.7%10
SHV
ISHARES TR
$9M78K2.6%

Filing history

2026Q2Jun 30
$326M▲ 10.7%
204 positionsView →2026Q1Mar 31
$295M▲ 3.2%
195 positionsView →2025Q4Dec 31
$286M▲ 3.1%
193 positionsView →2025Q3Sep 30
$277M▲ 9.9%
198 positionsView →2025Q2Jun 30
$252M▲ 5.7%
197 positionsLocked2025Q1Mar 31
$238M▲ 2.2%
198 positionsLocked2024Q4Dec 31
$233M▲ 0.2%
184 positionsLocked2024Q3Sep 30
$233M▲ 11.5%
193 positionsLocked2024Q2Jun 30
$209M▲ 6.9%
160 positionsLocked2024Q1Mar 31
$195M▲ 11.6%
167 positionsLocked2023Q4Dec 31
$175M▲ 16.4%
161 positionsLocked2023Q3Sep 30
$150M▼ 2.8%
152 positionsLocked
Showing 12 of 19