MorganRosel Wealth Management, LLC
•CIK: 1753218•Filing: Q4 2025
**MorganRosel Wealth Management, LLC** manages $400M across a diversified portfolio of 111 positions. The strategy exhibits a significant allocation to core equity exposure, notably VTI at $80.2M and SCHF at $27.9M. Further diversification is evident with substantial holdings in broad market indices, including SPY ($12.4M) and VOO ($10.3M). The portfolio maintains a balanced risk profile, incorporating fixed income via BOND ($10.8M) and various sector/thematic ETFs.
Total AUM
$399.6M
QoQ Performance
+3.5%
Positions
111
Top 10 Concentration
48.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
SCHF
VTI20.1%
SCHF7.0%
SPY3.1%
BOND2.7%
FNDF2.6%
VOO2.6%
IAUM2.5%
SCHZ2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.1%
ETF5.7%
Technology2.6%
Consumer1.1%
Energy0.2%
Materials0.1%
Communication0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW11 new positions
↑44 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023