Long-term investor
Mor Wealth Management, LLC @morwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002092389).
Record
- Tracked since 2025-12-31 (250 days), 75 trades recorded
- Returns: week n/a · month n/a · 90 days +9.6% · 6 months n/a · 1 year n/a · all +5.5%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 10.7% · long · since 2025-12-31
- IWF · 9.5% · long · since 2025-12-31
- LVHI · 8.6% · long · since 2025-12-31
- DGRW · 7.9% · long · since 2025-12-31
- SPHQ · 7.4% · long · since 2025-12-31
- VO · 5.3% · long · since 2025-12-31
- AAPL · 3.1% · long · since 2025-12-31
- NVDA · 2.1% · long · since 2025-12-31
- TPL · 2.0% · long · since 2025-12-31
- AVUV · 2.0% · long · since 2025-12-31
- ESML · 1.9% · long · since 2025-12-31
- 46090E103 · 1.8% · long · since 2025-12-31