Morling Financial Advisors, LLC — 13F holdings
Morling Financial Advisors, LLC reported 123 holdings worth $360M in its 13F filing for Q2 2026, filed August 6, 2026.
Largest positions
- VTI VANGUARD INDEX FDS — $48.6M (13.5%)
- TOTL SSGA ACTIVE ETF TR — $45.3M (12.6%)
- FLXR TCW ETF TRUST — $32.1M (8.9%)
- VGSH VANGUARD SCOTTSDALE FDS — $31.0M (8.6%)
- DFAE DIMENSIONAL ETF TRUST — $29.6M (8.2%)
- DFAU DIMENSIONAL ETF TRUST — $27.9M (7.8%)
- VGIT VANGUARD SCOTTSDALE FDS — $18.9M (5.2%)
- DFAI DIMENSIONAL ETF TRUST — $15.5M (4.3%)
- SCHX SCHWAB STRATEGIC TR — $13.1M (3.6%)
- AAPL APPLE INC — $11.2M (3.1%)