MOR Wealth Management, LLC

CIK

2092389

Location

PHILADELPHIA, PA

Portfolio Value

Micro $3,864,678

Diversification

Diversified

Filing Date

Global Rank

#6,132 / 8,232 ▲ 226

Top Industry

Semiconductors 12.1%

3Y Alpha vs SPY

-9.1%

Period ended 2 months ago

Filed Apr 27, 2026 · 48d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+6.5%

SPY

+9.1%

Annualised alpha

-9.1%

Max drawdown

−8.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

62 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.4%

−1.6 pts

Top 5

40.8%

−1.4 pts

Top 10

59.9%

−2.3 pts

HHI

472

Diversified−43

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	40.5%	$26,201,362	18
Unclassified	12.5%	$8,100,969	5
Energy	10.9%	$7,070,121	4
Healthcare	9.0%	$5,800,331	7
Communication Services	8.3%	$5,395,548	6
Consumer Defensive	6.0%	$3,864,678	5
Industrials	4.1%	$2,660,454	6
Financial Services	4.0%	$2,579,259	6
Consumer Cyclical	3.3%	$2,132,473	2
Basic Materials	0.9%	$603,091	2
Utilities	0.4%	$257,322	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
IBRX	ImmunityBio, Inc.	+33,982	283,247	$2,172,504
GLNK	Grayscale Chainlink Trust ETF	+12,850	50,377	$391,429
SCHW	Schwab Charles Corp	+997	3,775	$354,774
NFLX	Netflix Inc	+660	7,790	$749,008
JPM	Jpmorgan Chase & Co	+409	1,409	$414,471
SPY	Spdr S&P 500 ETF Trust	+224	5,319	$3,459,158
META	Meta Platforms, Inc.	+187	2,412	$1,379,977
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+155	2,521	$851,971
SHOP	Shopify Inc.	+124	5,729	$679,573
MA	Mastercard Inc	+83	1,256	$627,572
MSFT	Microsoft Corp	+17	5,300	$1,961,901
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−5,042	9,039	$347,278
TPL	Texas Pacific Land Corp	−1,864	11,573	$5,492,082
AMAT	Applied Materials Inc /De	−1,611	1,429	$488,417
SO	Southern Co	−1,073	2,666	$257,322
GLW	Corning Inc /Ny	−871	6,240	$848,452
TXN	Texas Instruments Inc	−869	1,038	$201,517
TT	Trane Technologies plc	−855	599	$249,627
FIS	Fidelity National Information Services, Inc.	−808	5,319	$249,514
SHEL	Shell plc	−758	2,328	$216,504
ANET	Arista Networks, Inc.	−657	5,058	$621,021
MRVL	Marvell Technology, Inc.	−634	2,660	$263,473
ORCL	Oracle Corp	−631	4,045	$595,059
KR	Kroger Co	−502	2,986	$216,066
PSX	Phillips 66	−428	1,268	$231,004
IBM	International Business Machines Corp	−420	2,336	$566,223
PG	PROCTER & GAMBLE Co	−362	13,420	$1,938,384
BX	Blackstone Inc.	−343	3,774	$433,972
BE	Bloom Energy Corp	−300	2,935	$397,663
DGX	Quest Diagnostics Inc	−292	1,244	$243,799
AMZN	Amazon Com Inc	−218	9,052	$1,885,260
AAPL	Apple Inc.	−216	26,469	$6,717,567
AXP	American Express Co	−157	1,781	$538,716
NVDA	Nvidia Corp	−146	27,587	$4,811,172
TMUS	T-Mobile US, Inc.	−116	1,044	$219,271
COST	Costco Wholesale Corp /New	−66	1,064	$1,060,201
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	4,202	$828,718
WMT	Walmart Inc.	3,551	$441,318
CLNK	Bitwise Chainlink ETF	27,214	$434,253
CRM	Salesforce, Inc.	2,256	$421,127
AVGO	Broadcom Inc.	1,281	$396,482
APD	Air Products & Chemicals, Inc.	1,179	$342,487
QCOM	Qualcomm Inc/De	2,525	$325,169
AMGN	Amgen Inc	850	$299,072
PEP	Pepsico Inc	1,344	$208,709
NBIS	Nebius Group N.V.	1,962	$203,577
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
J	Jacobs Solutions Inc.	2,926	$387,577
DD	DuPont de Nemours, Inc.	7,328	$294,585
ZS	Zscaler, Inc.	1,308	$294,195
ALAB	Astera Labs, Inc.	1,768	$294,124
AMP	Ameriprise Financial Inc	525	$257,428
CSX	Csx Corp	6,374	$231,057
DASH	DoorDash, Inc.	1,000	$226,480
DKS	Dick's Sporting Goods, Inc.	1,126	$222,914
KIM	Kimco Realty Corp	10,615	$215,166
ADP	Automatic Data Processing Inc	800	$205,784
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $3,864,678 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	13,420	-362	$1,938,384	−1.9%	50.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,064	-66	$1,060,201	+8.8%	27.43%
WMT	Walmart Inc. Consumer Defensive	NEW	3,551	NEW	$441,318	NEW	11.42%
KR	Kroger Co Consumer Defensive	Reduced	2,986	-502	$216,066	−0.9%	5.59%
PEP	Pepsico Inc Consumer Defensive	NEW	1,344	NEW	$208,709	NEW	5.40%