Morling Financial Advisors, LLC
Morling Financial Advisors, LLC reported 123 holdings worth US$360M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 6, 2026
Morling Financial Advisors, LLC reported 123 holdings worth US$360M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Tesla, Inc. Filed Aug 6, 2026 (Form 13F).
- Holdings
- 123
- Value as reported
- US$360M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 38,576 | US$11.2M | 3.1% |
| Alphabet Inc (google) Class C | 11,342 | US$4.05M | 1.1% |
| Tesla, Inc. | 8,381 | US$3.53M | 0.98% |
| Nvidia Corporation | 12,223 | US$2.45M | 0.68% |
| Amazon.com, Inc. | 8,748 | US$2.09M | 0.58% |
| Stubhub Holdings, Inc. | 132K | US$1.69M | 0.47% |
| Dynex Capital, Inc. | 87,228 | US$1.14M | 0.32% |
| Reddit, Inc. | 5,882 | US$1.02M | 0.28% |
| Meta Platforms, Inc. | 1,590 | US$896K | 0.25% |
| Crowdstrike Holdings, Inc. | 1,086 | US$829K | 0.23% |
| Advanced Micro Devices Inc | 1,159 | US$673K | 0.19% |
| Microsoft Corp. | 1,657 | US$618K | 0.17% |
| Jp Morgan Chase & Co. | 1,844 | US$604K | 0.17% |
| Digitalocean Holdings, Inc. | 3,257 | US$511K | 0.14% |
| Uber Technologies, Inc. | 6,893 | US$497K | 0.14% |
| Berkshire Hathaway Inc. | 795 | US$398K | 0.11% |
| Bank Of America Corporation | 6,317 | US$360K | 0.10% |
| Airbnb, Inc. | 2,288 | US$327K | 0.09% |
| Dell Technologies Inc. | 724 | US$312K | 0.09% |
| First Majestic Silver Corp. | 17,500 | US$297K | 0.08% |
| Intuitive Surgical, Inc. | 716 | US$285K | 0.08% |
| Eli Lilly And Company | 236 | US$283K | 0.08% |
| Invitation Homes Inc. | 9,023 | US$273K | 0.08% |
| Triple Flag Precious Metals Corp. | 9,000 | US$270K | 0.07% |
| Ge Vernova Inc. | 215 | US$253K | 0.07% |
| Ge Aerospace | 673 | US$252K | 0.07% |
| Abbvie Inc. | 984 | US$248K | 0.07% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 517 | US$247K | 0.07% |
| Netflix, Inc. | 3,361 | US$240K | 0.07% |
| Servicenow, Inc. | 2,370 | US$235K | 0.07% |
| Cadence Design Systems, Inc. | 601 | US$226K | 0.06% |
| Chipotle Mexican Grill, Inc. | 6,475 | US$220K | 0.06% |
| Mid-america Apartment Communities, Inc. | 1,574 | US$219K | 0.06% |
| Charles Schwab Corporation (the) | 2,305 | US$213K | 0.06% |
| Caterpillar, Inc. | 195 | US$208K | 0.06% |
| Invesco Mortgage Capital Inc | 21,196 | US$167K | 0.05% |
| B2gold Corp. | 43,500 | US$163K | 0.05% |
| Royal Gold, Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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