MOR Wealth Management, LLC
MOR Wealth Management, LLC reported 122 holdings worth US$251M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
MOR Wealth Management, LLC reported 122 holdings worth US$251M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Texas Pacific Land Corporation. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 122
- Value as reported
- US$251M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 27,280 | US$7.89M | 3.1% |
| Nvidia Corporation | 26,110 | US$5.22M | 2.1% |
| Texas Pacific Land Corporation | 11,573 | US$5.06M | 2.0% |
| Alphabet Inc (google) Class C | 13,172 | US$4.71M | 1.9% |
| Immunitybio, Inc. | 302K | US$2.65M | 1.1% |
| Eli Lilly And Company | 1,738 | US$2.08M | 0.83% |
| Amazon.com, Inc. | 8,133 | US$1.94M | 0.77% |
| Procter & Gamble Company (the) | 12,525 | US$1.84M | 0.73% |
| Microsoft Corp. | 4,863 | US$1.81M | 0.72% |
| Meta Platforms, Inc. | 2,412 | US$1.36M | 0.54% |
| Permian Basin Royalty Trust | 52,534 | US$1.32M | 0.52% |
| Corning Incorporated | 4,927 | US$1.26M | 0.50% |
| Prologis, Inc. | 9,002 | US$1.22M | 0.49% |
| Quanta Services, Inc. | 1,438 | US$1.04M | 0.41% |
| Jp Morgan Chase & Co. | 3,031 | US$992K | 0.40% |
| Johnson & Johnson | 3,627 | US$921K | 0.37% |
| Costco Wholesale Corporation | 934 | US$874K | 0.35% |
| Qualcomm Incorporated | 4,510 | US$833K | 0.33% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,709 | US$816K | 0.32% |
| Broadcom Inc. | 2,131 | US$805K | 0.32% |
| Astera Labs, Inc. | 1,618 | US$782K | 0.31% |
| Mastercard Incorporated | 1,455 | US$747K | 0.30% |
| Netflix, Inc. | 9,673 | US$691K | 0.27% |
| Pnc Financial Services Group, Inc. (the) | 2,795 | US$688K | 0.27% |
| Welltower Inc. | 2,969 | US$674K | 0.27% |
| Merck & Company, Inc. | 5,136 | US$660K | 0.26% |
| Walmart Inc. | 5,827 | US$660K | 0.26% |
| Arista Networks, Inc. | 3,871 | US$658K | 0.26% |
| Shopify Inc. | 5,729 | US$654K | 0.26% |
| Charles Schwab Corporation (the) | 7,070 | US$652K | 0.26% |
| Air Products And Chemicals, Inc. | 2,147 | US$629K | 0.25% |
| Emerson Electric Company | 4,251 | US$609K | 0.24% |
| Crowdstrike Holdings, Inc. | 772 | US$589K | 0.23% |
| Blackrock, Inc. | 598 | US$575K | 0.23% |
| Nextera Energy, Inc. | 6,404 | US$562K | 0.22% |
| Planet Labs Pbc | 16,898 | US$560K | 0.22% |
| Rocket Lab Corporation | 5,500 | US$559K | 0.22% |
| Bloom Energy Corporation | 1,818 | US$550K | 0.22% |
| Marvell Technology, Inc. | 1,705 | US$508K | 0.20% |
| Oracle Corporation | 3,313 | US$485K | 0.19% |
| Semtech Corporation | 2,825 | US$457K | 0.18% |
| Salesforce, Inc. | 2,844 | US$446K | 0.18% |
| Caterpillar, Inc. | 414 | US$441K | 0.18% |
| Target Corporation | 3,135 | US$409K | 0.16% |
| Carpenter Technology Corporation | 565 | US$349K | 0.14% |
| Applied Materials, Inc. | 465 | US$336K | 0.13% |
| Lumentum Holdings Inc. | 386 | US$331K | 0.13% |
| Cognex Corporation | 4,375 | US$317K | 0.13% |
| Mp Materials Corp. | 5,400 | US$302K | 0.12% |
| Sitime Corporation | 400 | US$298K | 0.12% |
| Tesla, Inc. | 665 | US$280K | 0.11% |
| Cullen/frost Bankers, Inc. | 1,774 | US$274K | 0.11% |
| Federal Realty Investment Trust | 2,189 | US$270K | 0.11% |
| East West Bancorp, Inc. | 2,051 | US$265K | 0.11% |
| Abcellera Biologics Inc. | 33,000 | US$259K | 0.10% |
| Ge Vernova Inc. | 211 | US$248K | 0.10% |
| Chart Industries, Inc. | 1,157 | US$242K | 0.10% |
| Cleveland-cliffs Inc. | 25,294 | US$238K | 0.09% |
| Pepsico, Inc. | 1,670 | US$226K | 0.09% |
| Visa Inc. | 594 | US$204K | 0.08% |
| Quest Diagnostics Incorporated | 0 | US$0 | 0.00% |
| Shell Plc | 0 | US$0 | 0.00% |
| Southern Company (the) | 0 | US$0 | 0.00% |
| Texas Instruments Incorporated | 0 | US$0 | 0.00% |
| T-mobile Us, Inc. | 0 | US$0 | 0.00% |
| American Express Company | 0 | US$0 | 0.00% |
| Amgen Inc. | 0 | US$0 | 0.00% |
| Blackstone Inc. | 0 | US$0 | 0.00% |
| Fidelity National Information Services, Inc. | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| Nextdoor Holdings, Inc. | 0 | US$0 | 0.00% |
| Phillips 66 | 0 | US$0 | 0.00% |
Source
View original at SEC
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