Morling Financial Advisors, LLC
Top Portfolio Positions
35 positions ·
$31,558,126 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
39,019 | $9,902,632 | 31.38% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
10,786 | $4,009,695 | 12.71% | |
| NVDA |
Nvidia Corp
Technology
|
13,402 | $2,337,308 | 7.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
9,028 | $1,880,261 | 5.96% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,303 | $1,524,930 | 4.83% | |
| DX |
Dynex Capital Inc
Real Estate
|
83,931 | $1,070,959 | 3.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,392 | $905,273 | 2.87% | |
| STUB |
StubHub Holdings, Inc.
Communication Services
|
139,135 | $868,202 | 2.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,514 | $866,204 | 2.74% | |
| RDDT |
Reddit, Inc.
Communication Services
|
6,282 | $845,871 | 2.68% |
Portfolio Trend
18 quarters · across all stocks
Holdings in STUB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $868,202 | 139,135 | Shares | Sole | 2026-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||