Holdings
Morling Financial Advisors, LLC
As of Jun 30, 2026, Morling Financial Advisors, LLC reported 37 positions worth US$37.5M. Largest: Apple Inc, Alphabet Inc (google) Class C and Tesla, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 38,576 | US$11.2M | −443 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,342 | US$4.05M | −912 | Jun 30, 2026 |
| Tesla, Inc. | 8,381 | US$3.53M | −5 | Jun 30, 2026 |
| Nvidia Corporation | 12,223 | US$2.45M | −1,179 | Jun 30, 2026 |
| Amazon.com, Inc. | 8,748 | US$2.09M | −280 | Jun 30, 2026 |
| Stubhub Holdings, Inc. | 132K | US$1.69M | −7,600 | Jun 30, 2026 |
| Dynex Capital, Inc. | 87,228 | US$1.14M | +3,297 | Jun 30, 2026 |
| Reddit, Inc. | 5,882 | US$1.02M | −400 | Jun 30, 2026 |
| Meta Platforms, Inc. | 1,590 | US$896K | +76 | Jun 30, 2026 |
| Crowdstrike Holdings, Inc. | 1,086 | US$829K | +1 | Jun 30, 2026 |