MOR Wealth Management, LLC
•CIK: 2092389•Filing: Q4 2025
**MOR Wealth Management, LLC** manages $219M across a diversified portfolio of 105 holdings. The strategy exhibits a notable concentration in growth and thematic sectors, highlighted by the top five positions totaling over $100M. Key allocations include SCHG at $28.2M and IWF at $22.3M, suggesting a focus on technology and specialized market segments. Further significant weight is placed on DGRW ($18.9M) and LVHI ($16.7M).
Total AUM
$218.8M
QoQ Performance
N/A
Positions
78
Top 10 Concentration
62.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
IWF
DGRW
LVHI
SPHQ
VO
SCHG12.9%
IWF10.2%
DGRW8.7%
LVHI7.6%
SPHQ6.7%
VO5.0%
ACN3.6%
AAPL3.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other79.8%
Technology14.0%
ETF1.8%
Consumer1.6%
Healthcare1.1%
Financial1.0%
Communication0.4%
Utilities0.1%