MORRIS FINANCIAL CONCEPTS, INC.
•CIK: 1387386•Filing: Q4 2025
**MORRIS FINANCIAL CONCEPTS, INC.** manages $286M across a diversified portfolio of 193 positions. The fund exhibits a notable allocation to broad market and sector ETFs, with top holdings including IVV at $41.1M and SCHX at $38.3M. Further significant exposure is visible in international and domestic equity segments, notably IEFA ($17.5M) and IJR ($14.7M). This structure suggests a core mandate focused on systematic, large-cap index tracking and sector rotation.
Total AUM
$285.5M
QoQ Performance
+3.1%
Positions
70
Top 10 Concentration
57.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
SCHX
IEFA
IJR
IVV14.4%
SCHX13.4%
IEFA6.1%
IJR5.2%
SHY3.4%
ISTB3.1%
SCHA3.1%
SHV3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.2%
ETF17.4%
Technology2.7%
Financial1.9%
Consumer1.8%
Healthcare1.4%
Consumer Staples0.5%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
↑55 increased
↓70 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023