Morris Financial Concepts, Inc.

13F filer · CIK 0001387386

Reported Jul 29, 2026

Net buyer this quarter

13F portfolio value$326MU.S. long equity reported on 13F

Positions642 new · 2 closed

Net flow last quarter+$1.84MBuys minus sells

Top 10 positions weight11.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202664 positions
BSVNBank7 Corp.	$12.3M	3.77%	1.66%	+7.0%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$6.98M	2.14%	Not reported	+0.9%	Q4 2021
JPMJPMorgan Chase & Co	$3.3M	1.01%	0.00%	-1.0%	Q4 2021
TSLATesla, Inc.	$3.19M	0.98%	0.00%	Not reported	Q4 2021
LLYELI LILLY & Co	$2.61M	0.80%	0.00%	+33.1%	Q4 2021
AAPLApple Inc.	$2.55M	0.78%	0.00%	+2.2%	Q4 2021
DFAXGulf Resources, Inc.	$1.55M	0.47%	Not reported	+1.0%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$1.55M	0.47%	Not reported	-4.6%	Q4 2021
MSFTMicrosoft Corp	$1.19M	0.36%	0.00%	+1.6%	Q4 2021
GOOGLAlphabet Inc.	$1.03M	0.31%	0.00%	+0.2%	Q4 2021
XOMExxonMobil Holdings Corp	$960K	0.29%	0.00%	Not reported	Q4 2021
SUSASouthern USA Resources Inc.	$903K	0.28%	Not reported	+3.1%	Q1 2022
IBMInternational Business Machines Corp	$811K	0.25%	0.00%	Not reported	Q4 2021
MAMastercard Inc	$686K	0.21%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$677K	0.21%	0.00%	+0.6%	Q2 2024
WMTWalmart Inc.	$665K	0.20%	0.00%	Not reported	Q3 2024
ABBVAbbVie Inc.	$659K	0.20%	0.00%	-0.1%	Q4 2021
CMICummins Inc	$650K	0.20%	0.00%	+1.5%	Q3 2024
GEGeneral Electric Co	$648K	0.20%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$644K	0.20%	0.00%	+8.5%	Q4 2021
BRK.BBerkshire Hathaway Inc	$628K	0.19%	Not reported	+10.6%	Q4 2022
METAMeta Platforms, Inc.	$594K	0.18%	Not reported	-0.2%	Q1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$589K	0.18%	0.00%	-0.5%	Q2 2024
AMATApplied Materials Inc	$578K	0.18%	0.00%	+2.4%	Q1 2026
GEVGE Vernova Inc.	$536K	0.16%	0.00%	+1.3%	Q2 2024
AVGOBroadcom Inc.	$534K	0.16%	0.00%	+3.7%	Q3 2024
FIXComfort Systems USA Inc	$523K	0.16%	0.00%	Not reported	Q2 2025
AMDAdvanced Micro Devices Inc	$502K	0.15%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$498K	0.15%	0.00%	Not reported	Q3 2024
WFCWells Fargo & Company	$476K	0.15%	0.00%	-0.3%	Q4 2023
HDHome Depot, Inc.	$459K	0.14%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$452K	0.14%	0.00%	Not reported	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$433K	0.13%	Not reported	-0.9%	Q1 2022
DEDeere & Co	$426K	0.13%	0.00%	-1.8%	Q4 2021
PEPPepsico Inc	$415K	0.13%	0.00%	-2.2%	Q4 2021
PGPROCTER & GAMBLE Co	$412K	0.13%	0.00%	+4.9%	Q4 2021
KOCoca Cola Co	$408K	0.13%	0.00%	0.0%	Q4 2021
MRKMerck & Co., Inc.	$396K	0.12%	0.00%	+1.1%	Q4 2021
RTXRTX Corp	$371K	0.11%	0.00%	-2.8%	Q4 2021
AMZNAmazon Com Inc	$362K	0.11%	0.00%	-6.2%	Q3 2024
TXNTexas Instruments Inc	$347K	0.11%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$340K	0.10%	0.00%	+24.6%	Q4 2021
CSCOCisco Systems, Inc.	$324K	0.10%	0.00%	Not reported	Q1 2026
MDLZMondelez International, Inc.	$310K	0.10%	0.00%	+8.3%	Q4 2021
YUMYum Brands Inc	$307K	0.09%	0.00%	Not reported	Q1 2025
NFLXNetflix Inc	$303K	0.09%	0.00%	-1.8%	Q1 2024
TFCTruist Financial Corp	$298K	0.09%	0.00%	-7.8%	Q4 2021
FNDFSchwab Strategic Trust	$297K	0.09%	Not reported	-2.9%	Q4 2021
SOSouthern Co	$288K	0.09%	0.00%	-1.3%	Q4 2021
SMMUOasys Mobile, Inc.	$287K	0.09%	Not reported	+19.6%	Q1 2025

Q1 2026Reported Apr 17, 202664 positions
BSVNBank7 Corp.	$11.6M	3.92%	1.55%	+51.0%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$6.02M	2.04%	Not reported	-1.0%	Q4 2021
JPMJPMorgan Chase & Co	$3M	1.02%	0.00%	+4.3%	Q4 2021
TSLATesla, Inc.	$2.82M	0.96%	0.00%	Not reported	Q4 2021
AAPLApple Inc.	$2.19M	0.74%	0.00%	+9.8%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$1.54M	0.52%	Not reported	-10.3%	Q4 2021
LLYELI LILLY & Co	$1.5M	0.51%	0.00%	-23.6%	Q4 2021
DFAXGulf Resources, Inc.	$1.41M	0.48%	Not reported	-0.1%	Q4 2021
XOMExxonMobil Holdings Corp	$1.19M	0.40%	0.00%	+8.1%	Q4 2021
MSFTMicrosoft Corp	$1.16M	0.39%	0.00%	-0.1%	Q4 2021
GOOGLAlphabet Inc.	$824K	0.28%	0.00%	+9.4%	Q4 2021
SUSASouthern USA Resources Inc.	$750K	0.25%	Not reported	+5.5%	Q1 2022
WMTWalmart Inc.	$730K	0.25%	0.00%	+34.7%	Q3 2024
IBMInternational Business Machines Corp	$699K	0.24%	0.00%	+0.1%	Q4 2021
MAMastercard Inc	$668K	0.23%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$605K	0.21%	Not reported	-2.1%	Q1 2023
NVDANvidia Corp	$587K	0.20%	0.00%	-7.3%	Q2 2024
JNJJohnson & Johnson	$572K	0.19%	0.00%	-3.3%	Q4 2021
ABBVAbbVie Inc.	$571K	0.19%	0.00%	-0.2%	Q4 2021
BRK.BBerkshire Hathaway Inc	$544K	0.18%	Not reported	-8.5%	Q4 2022
GEGeneral Electric Co	$492K	0.17%	0.00%	Not reported	Q4 2023
PEPPepsico Inc	$486K	0.17%	0.00%	+15.5%	Q4 2021
CMICummins Inc	$484K	0.16%	0.00%	-2.8%	Q3 2024
COSTCostco Wholesale Corp	$481K	0.16%	0.00%	-3.6%	Q4 2023
WFCWells Fargo & Company	$460K	0.16%	0.00%	Not reported	Q4 2023
HDHome Depot, Inc.	$428K	0.15%	0.00%	+41.2%	Q4 2021
AVGOBroadcom Inc.	$422K	0.14%	0.00%	-4.5%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$419K	0.14%	0.00%	-5.9%	Q2 2024
GSGoldman Sachs Group Inc	$416K	0.14%	0.00%	-6.6%	Q3 2024
NFLXNetflix Inc	$415K	0.14%	0.00%	-9.5%	Q1 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$410K	0.14%	Not reported	-1.8%	Q1 2022
GEVGE Vernova Inc.	$393K	0.13%	0.00%	Not reported	Q2 2024
RTXRTX Corp	$389K	0.13%	0.00%	+2.0%	Q4 2021
PGPROCTER & GAMBLE Co	$387K	0.13%	0.00%	-0.6%	Q4 2021
DEDeere & Co	$385K	0.13%	0.00%	-1.3%	Q4 2021
KOCoca Cola Co	$382K	0.13%	0.00%	-2.2%	Q4 2021
MRKMerck & Co., Inc.	$366K	0.12%	0.00%	Not reported	Q4 2021
FIXComfort Systems USA Inc	$364K	0.12%	0.00%	Not reported	Q2 2025
AMZNAmazon Com Inc	$337K	0.11%	0.00%	Not reported	Q3 2024
YUMYum Brands Inc	$298K	0.10%	0.00%	Not reported	Q1 2025
TFCTruist Financial Corp	$298K	0.10%	0.00%	-8.1%	Q4 2021
SOSouthern Co	$294K	0.10%	0.00%	-11.5%	Q4 2021
MDLZMondelez International, Inc.	$285K	0.10%	0.00%	-9.4%	Q4 2021
FNDFSchwab Strategic Trust	$283K	0.10%	Not reported	-4.9%	Q4 2021
ANAutonation, Inc.	$270K	0.09%	0.00%	-2.0%	Q3 2024
CMCCOMMERCIAL METALS Co	$269K	0.09%	0.00%	-4.1%	Q2 2025
AMATApplied Materials Inc	$267K	0.09%	0.00%	New	Q1 2026
MCOMoodys Corp	$257K	0.09%	0.00%	Not reported	Q4 2021
MOAltria Group, Inc.	$250K	0.08%	0.00%	-26.9%	Q4 2021
SMMUOasys Mobile, Inc.	$239K	0.08%	Not reported	+75.8%	Q1 2025

Q4 2025Reported Feb 9, 202663 positions
BSVNBank7 Corp.	$7.7M	2.70%	1.03%	+10.3%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$6.38M	2.23%	Not reported	0.0%	Q4 2021
TSLATesla, Inc.	$3.41M	1.20%	0.00%	-2.2%	Q4 2021
JPMJPMorgan Chase & Co	$3.15M	1.10%	0.00%	-0.4%	Q4 2021
LLYELI LILLY & Co	$2.3M	0.81%	0.00%	-0.6%	Q4 2021
AAPLApple Inc.	$2.14M	0.75%	0.00%	+0.9%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$1.7M	0.60%	Not reported	-6.1%	Q4 2021
MSFTMicrosoft Corp	$1.52M	0.53%	0.00%	+0.3%	Q4 2021
DFAXGulf Resources, Inc.	$1.36M	0.48%	Not reported	Not reported	Q4 2021
IBMInternational Business Machines Corp	$854K	0.30%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$819K	0.29%	0.00%	-0.3%	Q4 2021
XOMExxonMobil Holdings Corp	$782K	0.27%	0.00%	+3.1%	Q4 2021
MAMastercard Inc	$763K	0.27%	0.00%	Not reported	Q4 2023
SUSASouthern USA Resources Inc.	$750K	0.26%	Not reported	-1.2%	Q1 2022
METAMeta Platforms, Inc.	$713K	0.25%	Not reported	-0.2%	Q1 2023
NVDANvidia Corp	$676K	0.24%	0.00%	-0.7%	Q2 2024
BRK.BBerkshire Hathaway Inc	$624K	0.22%	Not reported	Not reported	Q4 2022
ABBVAbbVie Inc.	$600K	0.21%	0.00%	Not reported	Q4 2021
WFCWells Fargo & Company	$539K	0.19%	0.00%	Not reported	Q4 2023
GEGeneral Electric Co	$534K	0.19%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$500K	0.18%	0.00%	-2.7%	Q4 2021
AVGOBroadcom Inc.	$494K	0.17%	0.00%	-0.4%	Q3 2024
WMTWalmart Inc.	$486K	0.17%	0.00%	-0.2%	Q3 2024
CMICummins Inc	$472K	0.17%	0.00%	-0.2%	Q3 2024
GSGoldman Sachs Group Inc	$463K	0.16%	0.00%	-0.8%	Q3 2024
NFLXNetflix Inc	$447K	0.16%	0.00%	-0.2%	Q1 2024
COSTCostco Wholesale Corp	$432K	0.15%	0.00%	-1.2%	Q4 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$404K	0.14%	Not reported	Not reported	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$401K	0.14%	0.00%	Not reported	Q2 2024
PEPPepsico Inc	$389K	0.14%	0.00%	Not reported	Q4 2021
PGPROCTER & GAMBLE Co	$387K	0.14%	0.00%	-0.2%	Q4 2021
AMZNAmazon Com Inc	$374K	0.13%	0.00%	+1.3%	Q3 2024
RTXRTX Corp	$362K	0.13%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$359K	0.13%	0.00%	+7.2%	Q4 2021
TFCTruist Financial Corp	$347K	0.12%	0.00%	-8.2%	Q4 2021
DEDeere & Co	$323K	0.11%	0.00%	-4.2%	Q4 2021
MRKMerck & Co., Inc.	$321K	0.11%	0.00%	Not reported	Q4 2021
HDHome Depot, Inc.	$317K	0.11%	0.00%	Not reported	Q4 2021
CMCCOMMERCIAL METALS Co	$316K	0.11%	0.00%	+0.1%	Q2 2025
MCOMoodys Corp	$301K	0.11%	0.00%	-2.6%	Q4 2021
SOSouthern Co	$300K	0.11%	0.00%	-1.5%	Q4 2021
MOAltria Group, Inc.	$299K	0.10%	0.00%	+2.0%	Q4 2021
GEVGE Vernova Inc.	$294K	0.10%	0.00%	Not reported	Q2 2024
MDLZMondelez International, Inc.	$294K	0.10%	0.00%	-2.7%	Q4 2021
ANAutonation, Inc.	$292K	0.10%	0.00%	-0.1%	Q3 2024
ADSKAutodesk, Inc.	$287K	0.10%	0.00%	-0.3%	Q4 2023
ABTAbbott Laboratories	$287K	0.10%	0.00%	Not reported	Q2 2023
FNDFSchwab Strategic Trust	$275K	0.10%	Not reported	-0.8%	Q4 2021
ISRGIntuitive Surgical Inc	$270K	0.09%	0.00%	-1.5%	Q3 2024
DASHDoorDash, Inc.	$263K	0.09%	Not reported	-0.3%	Q4 2024

Q3 2025Reported Oct 21, 202565 positions
BSVNBank7 Corp.	$6.99M	2.52%	0.94%	+10.4%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$6.23M	2.25%	Not reported	+8.2%	Q4 2021
TSLATesla, Inc.	$3.45M	1.25%	0.00%	0.0%	Q4 2021
JPMJPMorgan Chase & Co	$3.09M	1.12%	0.00%	-0.8%	Q4 2021
AAPLApple Inc.	$1.99M	0.72%	0.00%	+0.9%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$1.79M	0.65%	Not reported	-2.3%	Q4 2021
LLYELI LILLY & Co	$1.64M	0.59%	0.00%	-3.8%	Q4 2021
MSFTMicrosoft Corp	$1.62M	0.59%	0.00%	0.0%	Q4 2021
DFAXGulf Resources, Inc.	$1.31M	0.47%	Not reported	Not reported	Q4 2021
IBMInternational Business Machines Corp	$813K	0.29%	0.00%	Not reported	Q4 2021
METAMeta Platforms, Inc.	$795K	0.29%	Not reported	Not reported	Q1 2023
MAMastercard Inc	$760K	0.27%	0.00%	-0.2%	Q4 2023
SUSASouthern USA Resources Inc.	$739K	0.27%	Not reported	-2.0%	Q1 2022
XOMExxonMobil Holdings Corp	$710K	0.26%	0.00%	Not reported	Q4 2021
NVDANvidia Corp	$682K	0.25%	0.00%	-1.0%	Q2 2024
GOOGLAlphabet Inc.	$638K	0.23%	0.00%	+0.8%	Q4 2021
BRK.BBerkshire Hathaway Inc	$624K	0.23%	Not reported	+0.7%	Q4 2022
ABBVAbbVie Inc.	$608K	0.22%	0.00%	-0.6%	Q4 2021
NFLXNetflix Inc	$573K	0.21%	0.00%	-3.0%	Q1 2024
GEGeneral Electric Co	$522K	0.19%	0.00%	Not reported	Q4 2023
WFCWells Fargo & Company	$484K	0.18%	0.00%	-5.9%	Q4 2023
AVGOBroadcom Inc.	$472K	0.17%	0.00%	Not reported	Q3 2024
COSTCostco Wholesale Corp	$469K	0.17%	0.00%	-2.5%	Q4 2023
JNJJohnson & Johnson	$461K	0.17%	0.00%	+4.2%	Q4 2021
WMTWalmart Inc.	$450K	0.16%	0.00%	+6.1%	Q3 2024
GSGoldman Sachs Group Inc	$423K	0.15%	0.00%	-2.0%	Q3 2024
PGPROCTER & GAMBLE Co	$416K	0.15%	0.00%	-0.3%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$397K	0.14%	Not reported	Not reported	Q1 2022
CMICummins Inc	$392K	0.14%	0.00%	Not reported	Q3 2024
PEPPepsico Inc	$380K	0.14%	0.00%	-0.4%	Q4 2021
HDHome Depot, Inc.	$374K	0.13%	0.00%	Not reported	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$368K	0.13%	0.00%	-15.1%	Q2 2024
TFCTruist Financial Corp	$351K	0.13%	0.00%	Not reported	Q4 2021
AMZNAmazon Com Inc	$351K	0.13%	0.00%	Not reported	Q3 2024
MDLZMondelez International, Inc.	$350K	0.13%	0.00%	-0.7%	Q4 2021
MOAltria Group, Inc.	$336K	0.12%	0.00%	+45.7%	Q4 2021
SOSouthern Co	$331K	0.12%	0.00%	+0.3%	Q4 2021
DEDeere & Co	$331K	0.12%	0.00%	Not reported	Q4 2021
RTXRTX Corp	$330K	0.12%	0.00%	-5.1%	Q4 2021
KOCoca Cola Co	$317K	0.11%	0.00%	-6.6%	Q4 2021
DASHDoorDash, Inc.	$317K	0.11%	Not reported	-4.3%	Q4 2024
ANAutonation, Inc.	$309K	0.11%	0.00%	+0.1%	Q3 2024
ADSKAutodesk, Inc.	$309K	0.11%	0.00%	-0.1%	Q4 2023
ABTAbbott Laboratories	$306K	0.11%	0.00%	-1.8%	Q2 2023
MCOMoodys Corp	$288K	0.10%	0.00%	Not reported	Q4 2021
GEVGE Vernova Inc.	$277K	0.10%	0.00%	Not reported	Q2 2024
FNDFSchwab Strategic Trust	$264K	0.10%	Not reported	-3.7%	Q4 2021
CMCCOMMERCIAL METALS Co	$261K	0.09%	0.00%	+6.3%	Q2 2025
DISWalt Disney Co	$257K	0.09%	0.00%	Not reported	Q4 2021
MRKMerck & Co., Inc.	$256K	0.09%	0.00%	-0.1%	Q4 2021

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