Morling Financial Advisors, LLC
•CIK: 1905198•Filing: Q4 2025
**Morling Financial Advisors, LLC** manages $314M across a diversified portfolio of 102 positions. The strategy shows significant allocation to broad market exposure, notably VTI ($41.1M) and TOTL ($40.7M). Further concentration is evident in fixed income and sector-specific plays, with VGSH ($27.9M) and DFAU ($24.8M) anchoring core holdings. The top ten positions represent a tactical mix across equities and fixed income, including AAPL ($10.4M).
Total AUM
$313.4M
+ $1.1M in options
QoQ Performance
+4.0%
Positions
47
+ 1 option
Top 10 Concentration
77.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
TOTL
FLXR
VGSH
DFAU
DFAE
MTBA
VTI13.1%
TOTL12.9%
FLXR9.3%
VGSH8.9%
DFAU7.9%
DFAE7.9%
MTBA5.4%
DFAI4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.6%
Technology5.8%
ETF2.4%
Consumer1.3%
Financial0.5%
Communication0.2%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW11 new positions
↑34 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023