MOR Wealth Management, LLC
Net buyer this quarter
$251M
75
+$8.27M
16.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $7.89M | 3.14% | 0.00% | +3.1% | Q4 2025 |
 NVDA | $5.22M | 2.08% | 0.00% | -5.4% | Q4 2025 |
 TPL | $5.06M | 2.02% | 0.02% | Not reported | Q4 2025 |
 QQQ | $4.56M | 1.82% | Not reported | +3.1% | Q4 2025 |
 SPY | $4.31M | 1.72% | Not reported | +8.5% | Q4 2025 |
 GOOGL | $3.54M | 1.41% | 0.00% | +0.7% | Q4 2025 |
 ACN | $3.45M | 1.37% | 0.00% | -6.6% | Q4 2025 |
 IBRX | $2.65M | 1.05% | 0.03% | +6.8% | Q4 2025 |
 LLY | $2.08M | 0.83% | 0.00% | -6.9% | Q4 2025 |
 AMZN | $1.94M | 0.77% | 0.00% | -10.2% | Q4 2025 |
 PG | $1.84M | 0.73% | 0.00% | -6.7% | Q4 2025 |
 MSFT | $1.81M | 0.72% | 0.00% | -8.3% | Q4 2025 |
 META | $1.36M | 0.54% | Not reported | Not reported | Q4 2025 |
| PBT | $1.32M | 0.52% | Not reported | Not reported | Q4 2025 |
 GLW | $1.26M | 0.50% | 0.00% | -21.0% | Q4 2025 |
 PLD | $1.22M | 0.49% | 0.00% | New | Q2 2026 |
| GOOG | $1.17M | 0.46% | Not reported | -1.2% | Q4 2025 |
 PWR | $1.04M | 0.41% | 0.00% | -11.7% | Q4 2025 |
 JPM | $992K | 0.40% | 0.00% | +115.1% | Q4 2025 |
 JNJ | $921K | 0.37% | 0.00% | +109.2% | Q4 2025 |
 COST | $874K | 0.35% | 0.00% | -12.2% | Q4 2025 |
 QCOM | $833K | 0.33% | 0.00% | +78.6% | Q1 2026 |
 TSM | $816K | 0.32% | 0.00% | -32.2% | Q4 2025 |
 AVGO | $805K | 0.32% | 0.00% | +66.4% | Q1 2026 |
 ALAB | $782K | 0.31% | 0.00% | Not reported | Q4 2025 |
 MA | $747K | 0.30% | 0.00% | +15.8% | Q4 2025 |
 AZN | $703K | 0.28% | Not reported | -11.7% | Q4 2025 |
 NFLX | $691K | 0.27% | 0.00% | +24.2% | Q4 2025 |
 PNC | $688K | 0.27% | 0.00% | New | Q2 2026 |
 WELL | $674K | 0.27% | 0.00% | New | Q2 2026 |
 MRK | $660K | 0.26% | 0.00% | New | Q2 2026 |
 WMT | $660K | 0.26% | 0.00% | +64.1% | Q1 2026 |
 ANET | $658K | 0.26% | 0.00% | -23.5% | Q4 2025 |
 SHOP | $654K | 0.26% | 0.00% | Not reported | Q4 2025 |
 SCHW | $652K | 0.26% | 0.00% | +87.3% | Q4 2025 |
 APD | $629K | 0.25% | 0.00% | +82.1% | Q1 2026 |
 EMR | $609K | 0.24% | 0.00% | New | Q2 2026 |
 JCI | $608K | 0.24% | 0.00% | New | Q2 2026 |
 AER | $606K | 0.24% | 0.00% | New | Q2 2026 |
 CRWD | $589K | 0.23% | 0.00% | -7.3% | Q4 2025 |
 APTV | $580K | 0.23% | 0.00% | New | Q2 2026 |
 NXPI | $579K | 0.23% | 0.00% | New | Q2 2026 |
 BLK | $575K | 0.23% | 0.00% | New | Q2 2026 |
 NEE | $562K | 0.22% | 0.00% | New | Q2 2026 |
 PL | $560K | 0.22% | 0.01% | Not reported | Q4 2025 |
 RKLB | $559K | 0.22% | 0.00% | Not reported | Q4 2025 |
 BE | $550K | 0.22% | 0.00% | -38.1% | Q4 2025 |
 GLNK | $546K | 0.22% | 0.75% | +69.2% | Q4 2025 |
 NBIS | $542K | 0.22% | 0.00% | Not reported | Q1 2026 |
 CLNK | $509K | 0.20% | 2.56% | +42.9% | Q1 2026 |
| Q1 2026 | |||||
| AAPL | $6.72M | 3.08% | 0.00% | -0.8% | Q4 2025 |
| ACN | $5.88M | 2.70% | 0.00% | Not reported | Q4 2025 |
| TPL | $5.49M | 2.52% | 0.02% | -13.9% | Q4 2025 |
| NVDA | $4.81M | 2.21% | 0.00% | -0.5% | Q4 2025 |
| QQQ | $3.47M | 1.59% | Not reported | Not reported | Q4 2025 |
| SPY | $3.46M | 1.59% | Not reported | +4.4% | Q4 2025 |
| GOOGL | $2.83M | 1.30% | 0.00% | Not reported | Q4 2025 |
| IBRX | $2.17M | 1.00% | 0.03% | +13.6% | Q4 2025 |
| MSFT | $1.96M | 0.90% | 0.00% | +0.3% | Q4 2025 |
| PG | $1.94M | 0.89% | 0.00% | -2.6% | Q4 2025 |
| AMZN | $1.89M | 0.86% | 0.00% | -2.4% | Q4 2025 |
| LLY | $1.72M | 0.79% | 0.00% | -0.3% | Q4 2025 |
| META | $1.38M | 0.63% | Not reported | +8.4% | Q4 2025 |
| PBT | $1.13M | 0.52% | Not reported | Not reported | Q4 2025 |
| COST | $1.06M | 0.49% | 0.00% | -5.8% | Q4 2025 |
| GOOG | $959K | 0.44% | Not reported | -0.5% | Q4 2025 |
| PWR | $894K | 0.41% | 0.00% | -3.6% | Q4 2025 |
| TSM | $852K | 0.39% | 0.00% | +6.6% | Q4 2025 |
| GLW | $848K | 0.39% | 0.00% | -12.3% | Q4 2025 |
| AZN | $829K | 0.38% | Not reported | +46.7% | Q4 2025 |
| NFLX | $749K | 0.34% | 0.00% | +9.3% | Q4 2025 |
| SHOP | $680K | 0.31% | 0.00% | +2.2% | Q4 2025 |
| MA | $628K | 0.29% | 0.00% | +7.1% | Q4 2025 |
| ANET | $621K | 0.28% | 0.00% | -11.5% | Q4 2025 |
 ORCL | $595K | 0.27% | 0.00% | -13.5% | Q4 2025 |
 IBM | $566K | 0.26% | 0.00% | -15.2% | Q4 2025 |
 AXP | $539K | 0.25% | 0.00% | -8.1% | Q4 2025 |
 AMAT | $488K | 0.22% | 0.00% | -53.0% | Q4 2025 |
| PL | $472K | 0.22% | 0.01% | Not reported | Q4 2025 |
| WMT | $441K | 0.20% | 0.00% | New | Q1 2026 |
| CLNK | $434K | 0.20% | 2.81% | New | Q1 2026 |
 BX | $434K | 0.20% | 0.00% | -8.3% | Q4 2025 |
| JNJ | $424K | 0.19% | 0.00% | Not reported | Q4 2025 |
 CRM | $421K | 0.19% | 0.00% | New | Q1 2026 |
| JPM | $414K | 0.19% | 0.00% | +40.9% | Q4 2025 |
| BE | $398K | 0.18% | 0.00% | -9.3% | Q4 2025 |
| AVGO | $396K | 0.18% | 0.00% | New | Q1 2026 |
| GLNK | $391K | 0.18% | 0.54% | +34.2% | Q4 2025 |
| SCHW | $355K | 0.16% | 0.00% | +35.9% | Q4 2025 |
| RKLB | $353K | 0.16% | 0.00% | Not reported | Q4 2025 |
 IBIT | $347K | 0.16% | 0.00% | -35.8% | Q4 2025 |
| APD | $342K | 0.16% | 0.00% | New | Q1 2026 |
| CRWD | $325K | 0.15% | 0.00% | Not reported | Q4 2025 |
| QCOM | $325K | 0.15% | 0.00% | New | Q1 2026 |
 AMGN | $299K | 0.14% | 0.00% | New | Q1 2026 |
 CAT | $293K | 0.13% | 0.00% | Not reported | Q4 2025 |
 VOT | $266K | 0.12% | Not reported | Not reported | Q4 2025 |
 MRVL | $263K | 0.12% | 0.00% | -19.3% | Q4 2025 |
 MP | $261K | 0.12% | 0.00% | Not reported | Q4 2025 |
 SO | $257K | 0.12% | 0.00% | -28.7% | Q4 2025 |
| Q4 2025 | |||||
| ACN | $7.95M | 3.63% | 0.00% | New | Q4 2025 |
| AAPL | $7.25M | 3.32% | 0.00% | New | Q4 2025 |
| NVDA | $5.17M | 2.36% | 0.00% | New | Q4 2025 |
| TPL | $3.86M | 1.76% | 0.02% | New | Q4 2025 |
| QQQ | $3.69M | 1.69% | Not reported | New | Q4 2025 |
| SPY | $3.47M | 1.59% | Not reported | New | Q4 2025 |
| GOOGL | $3.08M | 1.41% | 0.00% | New | Q4 2025 |
| MSFT | $2.55M | 1.17% | 0.00% | New | Q4 2025 |
| AMZN | $2.14M | 0.98% | 0.00% | New | Q4 2025 |
| LLY | $2.01M | 0.92% | 0.00% | New | Q4 2025 |
| PG | $1.98M | 0.90% | 0.00% | New | Q4 2025 |
| META | $1.47M | 0.67% | Not reported | New | Q4 2025 |
| GOOG | $1.05M | 0.48% | Not reported | New | Q4 2025 |
| COST | $975K | 0.45% | 0.00% | New | Q4 2025 |
| ORCL | $911K | 0.42% | 0.00% | New | Q4 2025 |
| SHOP | $902K | 0.41% | 0.00% | New | Q4 2025 |
| PBT | $892K | 0.41% | Not reported | New | Q4 2025 |
| IBM | $816K | 0.37% | 0.00% | New | Q4 2025 |
| AMAT | $781K | 0.36% | 0.00% | New | Q4 2025 |
| ANET | $749K | 0.34% | 0.00% | New | Q4 2025 |
| TSM | $719K | 0.33% | 0.00% | New | Q4 2025 |
| AXP | $717K | 0.33% | 0.00% | New | Q4 2025 |
| PWR | $713K | 0.33% | 0.00% | New | Q4 2025 |
| IBIT | $699K | 0.32% | 0.00% | New | Q4 2025 |
| MA | $670K | 0.31% | 0.00% | New | Q4 2025 |
| NFLX | $669K | 0.31% | 0.00% | New | Q4 2025 |
| BX | $635K | 0.29% | 0.00% | New | Q4 2025 |
| GLW | $623K | 0.28% | 0.00% | New | Q4 2025 |
 TT | $566K | 0.26% | 0.00% | New | Q4 2025 |
| AZN | $526K | 0.24% | Not reported | New | Q4 2025 |
| IBRX | $494K | 0.23% | 0.02% | New | Q4 2025 |
| GLNK | $409K | 0.19% | 0.55% | New | Q4 2025 |
 FIS | $407K | 0.19% | 0.00% | New | Q4 2025 |
| CRWD | $390K | 0.18% | 0.00% | New | Q4 2025 |
 J | $388K | 0.18% | 0.00% | New | Q4 2025 |
| RKLB | $384K | 0.18% | 0.00% | New | Q4 2025 |
| JNJ | $359K | 0.16% | 0.00% | New | Q4 2025 |
| PL | $333K | 0.15% | 0.01% | New | Q4 2025 |
 TXN | $331K | 0.15% | 0.00% | New | Q4 2025 |
| SO | $326K | 0.15% | 0.00% | New | Q4 2025 |
| JPM | $322K | 0.15% | 0.00% | New | Q4 2025 |
 TSLA | $299K | 0.14% | 0.00% | New | Q4 2025 |
 DD | $295K | 0.13% | 0.00% | New | Q4 2025 |
 ZS | $294K | 0.13% | 0.00% | New | Q4 2025 |
| ALAB | $294K | 0.13% | 0.00% | New | Q4 2025 |
| VOT | $288K | 0.13% | Not reported | New | Q4 2025 |
| BE | $281K | 0.13% | 0.00% | New | Q4 2025 |
| MRVL | $280K | 0.13% | 0.00% | New | Q4 2025 |
| SCHW | $278K | 0.13% | 0.00% | New | Q4 2025 |
| MP | $273K | 0.12% | 0.00% | New | Q4 2025 |