Morling Financial Advisors, LLC
Sector Allocation
- Other88.9%$319.2M
- Technology6.7%$24.1M
- Consumer Discretionary1.6%$5.8M
- Financials1.2%$4.2M
- Communication Services0.5%$1.9M
- Real Estate0.5%$1.8M
- Healthcare0.2%$815,411
- Industrials0.2%$743,505
- Materials0.1%$459,490
AUM History
13fpro.ai/research/fund/morling-financial-advisors-llc-1905198
Conviction and streaks
Diversifying · top 10 = 76.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$48.6M
- SSGA$45.3M
- TCW$32.1M
- VANGUARD$31.0M
- DIMENSIONAL$29.6M
- DIMENSIONAL$27.9M
- VANGUARD$18.9M
- DIMENSIONAL$15.5M
- SCHWAB$13.1M
AAPL
$11.2M- SPDR$9.5M
- AMERICAN$7.0M
- ISHARES$6.1M
- ISHARES$5.6M
- VANGUARD$4.2M
TSLA
$3.5M- ISHARES$2.9M
GOOG
$2.4MNVDA
$2.4MAMZN
$2.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/morling-financial-advisors-llc-1905198
Morling Financial Advisors, LLC 13F holdings — Q2 2026
$360.0M portfolio (+10.7% QoQ) · 123 holdings · Q2 2026 13F · top 10 are 76% of the stock portfolio
Includes $1.0M of put/call options ($1.0M puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $359.0M. Weights use the stock portfolio.
- 1
VANGUARD INDEX FDS - TOTAL STK MKT
$48.6M
13.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SSGA ACTIVE ETF TR - ST STR TOTAL ETF
$45.3M
12.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
TCW ETF TRUST - FLEXIBLE INCOME
$32.1M
8.9% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$31.0M
8.6% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG
$29.6M
8.3% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
DIMENSIONAL ETF TRUST - US CORE EQT MKT
$27.9M
7.8% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$18.9M
5.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$15.5M
4.3% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
SCHWAB STRATEGIC TR - US LRG CAP ETF
$13.1M
3.6% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $11.2M
3.1% of stocks
-1%This quarter+10.1%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS - TOTAL STK MKT | $48.6M | 13.5% | +2% | — | — | — | — | |
| 2 | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $45.3M | 12.6% | +4% | — | — | — | — | |
| 3 | TCW ETF TRUST - FLEXIBLE INCOME | $32.1M | 8.9% | +3% | — | — | — | — | |
| 4 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $31.0M | 8.6% | +4% | — | — | — | — | |
| 5 | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $29.6M | 8.3% | -4% | — | — | — | — | |
| 6 | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $27.9M | 7.8% | +0.3% | — | — | — | — | |
| 7 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $18.9M | 5.3% | +2% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $15.5M | 4.3% | +2% | — | — | — | — | |
| 9 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $13.1M | 3.6% | -0.1% | — | — | — | — | |
| 10 | $11.2M | 3.1% | -1% | +10.1% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Morling Financial Advisors, LLC (Q2 2026)
123 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR P500ETFetf/fund | — | $9.5M | 2.6% | 108K | -1% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - US EQT ETFetf/fund | — | $7.0M | 1.9% | 54K | +0.0% | — | — | 13F |
| 13 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $6.1M | 1.7% | 8,180 | +2% | — | — | 13F |
| 14 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $5.6M | 1.6% | 68K | +1% | — | — | 13F |
| 15 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $4.2M | 1.2% | 58K | +3% | — | — | 13F |
| 16 | Tesla, Inc. | Consumer Discretionary | $3.5M | 1.0% | 8,381 | -0.1% | 10+ qtrs | 51.5 | 13F | |
| 17 | — | ISHARES TR - CORE S&P TTL STKetf/fund | — | $2.9M | 0.8% | 17K | — | — | — | 13F |
| 18 | Alphabet Inc. | Technology | $2.4M | 0.7% | 6,930 | -0.5% | 10+ qtrs | 77.7 | 13F | |
| 19 | NVIDIA CORP | Technology | $2.4M | 0.7% | 12K | -9% | 10+ qtrs | 86.0 | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $2.1M | 0.6% | 8,748 | -3% | 10+ qtrs | 67.5 | 13F | |
| 21 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $2.1M | 0.6% | 13K | -0.5% | — | — | 13F |
| 22 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTYetf/fund | — | $1.9M | 0.5% | 40K | +3% | — | — | 13F |
| 23 | StubHub Holdings, Inc. | Communication Services | $1.7M | 0.5% | 132K | -5% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Alphabet Inc. | Technology | $1.6M | 0.5% | 4,490 | -15% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | SCHWAB STRATEGIC TR - US BRD MKT ETFetf/fund | — | $1.6M | 0.4% | 54K | -2% | — | — | 13F |
| 26 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $1.4M | 0.4% | 15K | -7% | |||
| 27 | $DX | DYNEX CAPITAL INC | Real Estate | $1.1M | 0.3% | 87K | +4% | |||
| 28 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.1M | 0.3% | 35K | — | |||
| 29 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.0M | 0.3% | 4,435 | -2% | |||
| 30 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $1.0M | 0.3% | 29K | -2% | |||
| 31 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.0M | 0.3% | 1,392 | — | |||
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.0M | 0.3% | 1,505 | — | |||
| 33 | $RDDT | Reddit, Inc. | Technology | $1.0M | 0.3% | 5,882 | -6% | |||
| 34 | $TSLA PUT | Tesla, Inc. | Consumer Discretionary | $1.0M | — | 2,400 | — | |||
| 35 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $936K | 0.3% | 17K | -3% | |||
| 36 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | — | $897K | 0.3% | 18K | -0.7% | |||
| 37 | $META | Meta Platforms, Inc. | Technology | $896K | 0.3% | 1,590 | +5% | |||
| 38 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $829K | 0.2% | 1,086 | +0.1% | |||
| 39 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $800K | 0.2% | 13K | -2% | |||
| 40 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $765K | 0.2% | 15K | -2% | |||
| 41 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $673K | 0.2% | 1,159 | -34% | |||
| 42 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $623K | 0.2% | 14K | — | |||
| 43 | $MSFT | MICROSOFT CORP | Technology | $618K | 0.2% | 1,657 | -6% | |||
| 44 | $JPM | JPMORGAN CHASE & CO | Financials | $604K | 0.2% | 1,844 | +2% | |||
| 45 | $IVZ | Invesco Ltd. | Financials | $585K | 0.2% | 11K | — | |||
| 46 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $553K | 0.1% | 14K | -2% | |||
| 47 | $DOCN | DigitalOcean Holdings, Inc. | Technology | $511K | 0.1% | 3,257 | — | |||
| 48 | — | ISHARES TR - ESG AW MSCI EAFE | — | $506K | 0.1% | 4,922 | +2% | |||
| 49 | $UBER | Uber Technologies, Inc | Technology | $497K | 0.1% | 6,893 | +0.1% | |||
| 50 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | — | $464K | 0.1% | 10K | +2% | |||
| 51 | — | ISHARES INC - MSCI EMRG CHN | — | $450K | 0.1% | 4,394 | -20% | |||
| 52 | $IVZ | Invesco Ltd. | Financials | $445K | 0.1% | 2,933 | — | |||
| 53 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $398K | 0.1% | 795 | -11% | |||
| 54 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $360K | 0.1% | 6,317 | +0.1% | |||
| 55 | — | ISHARES TR - MSCI EAFE ETF | — | $358K | 0.1% | 3,443 | — | |||
| 56 | $ABNB | Airbnb, Inc. | Technology | $327K | 0.1% | 2,288 | +0.2% | |||
| 57 | $DELL | Dell Technologies Inc. | Technology | $312K | 0.1% | 724 | New | |||
| 58 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $303K | 0.1% | 13K | -4% | |||
| 59 | $AG | FIRST MAJESTIC SILVER CORP | Materials | $297K | 0.1% | 18K | +40% | |||
| 60 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | — | $296K | 0.1% | 12K | -2% | |||
| 61 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $285K | 0.1% | 716 | +2% | |||
| 62 | $LLY | ELI LILLY & Co | Healthcare | $283K | 0.1% | 236 | +1% | |||
| 63 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $277K | 0.1% | 376 | +4% | |||
| 64 | $INVH | Invitation Homes Inc. | Real Estate | $273K | 0.1% | 9,023 | +1% | |||
| 65 | $OUNZ | VanEck Merk Gold ETF | Financials | $272K | 0.1% | 7,050 | New | |||
| 66 | $TFPM | Triple Flag Precious Metals Corp. | Financials | $270K | 0.1% | 9,000 | — | |||
| 67 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $256K | 0.1% | 9,239 | -7% | |||
| 68 | $GEV | GE Vernova Inc. | Industrials | $253K | 0.1% | 215 | New | |||
| 69 | $GE | GENERAL ELECTRIC CO | Industrials | $252K | 0.1% | 673 | New | |||
| 70 | $ABBV | AbbVie Inc. | Healthcare | $248K | 0.1% | 984 | +0.4% | |||
| 71 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $247K | 0.1% | 517 | New | |||
| 72 | — | VANECK ETF TRUST - BDC INCOME ETF | — | $246K | 0.1% | 19K | +4% | |||
| 73 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $242K | 0.1% | 3,209 | +73% | |||
| 74 | $NFLX | NETFLIX INC | Communication Services | $240K | 0.1% | 3,361 | +0.3% | |||
| 75 | $NOW | ServiceNow, Inc. | Technology | $235K | 0.1% | 2,370 | +1% | |||
| 76 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $226K | 0.1% | 601 | New | |||
| 77 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $220K | 0.1% | 6,475 | — | |||
| 78 | $MAA | MID AMERICA APARTMENT COMMUNITIES INC. | Real Estate | $219K | 0.1% | 1,574 | New | |||
| 79 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $214K | 0.1% | 2,660 | +309% | |||
| 80 | $SCHW | SCHWAB CHARLES CORP | Financials | $213K | 0.1% | 2,305 | +0.2% | |||
| 81 | $CAT | CATERPILLAR INC | Industrials | $208K | 0.1% | 195 | New | |||
| 82 | — | ISHARES TR - 20 YR TR BD ETF | — | $188K | 0.1% | 2,175 | +1% | |||
| 83 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $187K | 0.1% | 1,574 | — | |||
| 84 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $177K | 0.1% | 1,802 | +100% | |||
| 85 | $IVR | Invesco Mortgage Capital Inc. | Real Estate | $167K | 0.1% | 21K | +4% | |||
| 86 | $BTG | B2GOLD CORP | Materials | $163K | 0.1% | 44K | +85% | |||
| 87 | — | ISHARES TR - CORE S&P MCP ETF | — | $155K | 0.0% | 2,011 | — | |||
| 88 | — | ISHARES TR - MSCI USA QLT FCT | — | $153K | 0.0% | 697 | New | |||
| 89 | — | ISHARES TR - RUS 1000 GRW ETF | — | $152K | 0.0% | 1,228 | +300% | |||
| 90 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $152K | 0.0% | 500 | +3% | |||
| 91 | $NVG | Nuveen AMT-Free Municipal Credit Income Fund | Other | $146K | 0.0% | 11K | +2% | |||
| 92 | — | ISHARES TR - S&P 500 GRWT ETF | — | $143K | 0.0% | 1,039 | +344% | |||
| 93 | — | ISHARES TR - RUSSELL 2000 ETF | — | $143K | 0.0% | 475 | — | |||
| 94 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $141K | 0.0% | 2,801 | -0.1% | |||
| 95 | — | ISHARES TR - CORE S&P SCP ETF | — | $129K | 0.0% | 868 | +27% | |||
| 96 | — | ISHARES TR - S&P 500 VAL ETF | — | $104K | 0.0% | 457 | New | |||
| 97 | — | ISHARES TR - ISHARES SEMICDTR | — | $88K | 0.0% | 137 | New | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $87K | 0.0% | 409 | — | |||
| 99 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $54K | 0.0% | 353 | — | |||
| 100 | — | ISHARES TR - MSCI USA MMENTM | — | $50K | 0.0% | 147 | New | |||
| 101 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $43K | 0.0% | 1,201 | — | |||
| 102 | — | ISHARES TR - MSCI USA VALUE | — | $36K | 0.0% | 181 | New | |||
| 103 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $36K | 0.0% | 228 | New | |||
| 104 | $DOV | DOVER Corp | Industrials | $32K | 0.0% | 202 | +0.5% | |||
| 105 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $25K | 0.0% | 303 | New | |||
| 106 | — | ISHARES TR - CORE MSCI EAFE | — | $24K | 0.0% | 249 | New | |||
| 107 | — | ISHARES INC - MSCI TAIWAN ETF | — | $22K | 0.0% | 200 | — | |||
| 108 | — | ISHARES INC - MSCI JAPAN ETF | — | $19K | 0.0% | 200 | New | |||
| 109 | — | ISHARES TR - RUS 2000 VAL ETF | — | $17K | 0.0% | 78 | — | |||
| 110 | — | ISHARES TR - MSCI INTL VLU FT | — | $17K | 0.0% | 397 | — | |||
| 111 | — | ISHARES TR - MSCI EMG MKT ETF | — | $13K | 0.0% | 186 | — | |||
| 112 | — | ISHARES TR - SELECT US REIT | — | $10K | 0.0% | 150 | — | |||
| 113 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $5K | 0.0% | 15 | New | |||
| 114 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | — | $3K | 0.0% | 25 | New | |||
| 115 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $3K | 0.0% | 35 | New | |||
| 116 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $3K | 0.0% | 30 | New | |||
| 117 | — | ISHARES TR - CHINA LG-CAP ETF | — | $2K | 0.0% | 60 | — | |||
| 118 | — | ISHARES TR - CORE MSCI INTL | — | $70 | 0.0% | 1 | — | |||
| 119 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $33 | 0.0% | 1 | — | |||
| 120 | — | SPDR SERIES TRUST - ST INTER BD ETF | — | $30 | 0.0% | 1 | — | |||
| 121 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $23 | 0.0% | 1 | — | |||
| 122 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | — | $21 | 0.0% | 1 | — | |||
| 123 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | — | $15 | 0.0% | 1 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 21 new, 43 added to, 29 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (21)
$DELLDell Technologies Inc.$312K
first bought this quarter
$OUNZVanEck Merk Gold ETF$272K
first bought this quarter
$GEVGE Vernova Inc.$253K
first bought this quarter
$GEGENERAL ELECTRIC CO$252K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$247K
first bought this quarter
$CDNSCADENCE DESIGN SYSTEMS INC$226K
first bought this quarter
+15 more in the Excel export
Added to (43)
- SSGA ACTIVE ETF TR - ST STR TOTAL ETF+4%
now $45.3M
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS+4%
now $31.0M
- TCW ETF TRUST - FLEXIBLE INCOME+3%
now $32.1M
- VANGUARD INDEX FDS - TOTAL STK MKT+2%
now $48.6M
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+2%
now $18.9M
- DIMENSIONAL ETF TRUST - INTL CORE EQT MK+2%
now $15.5M
+37 more in the Excel export
Trimmed (29)
- DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG-4%
now $29.6M
$AMDADVANCED MICRO DEVICES INC-34%
now $673K · held 2 qtrs
$GOOGLAlphabet Inc.-15%
now $1.6M · held 10+ qtrs
now $2.4M · held 10+ qtrs
now $11.2M · held 10+ qtrs
- ISHARES INC - MSCI EMRG CHN-20%
now $450K
+23 more in the Excel export
Holdings by quarter
Every 13F Morling Financial Advisors, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow Morling Financial Advisors?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Morling Financial Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+1.1%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 12% over the last 4
Top 10 weight
76%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
81%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Morling Financial Advisors, LLC disclosed 123 positions worth $360.0M in its Form 13F-HR for Q2 2026 — $359.0M in common stock plus $1.0M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 21 new positions and exited 6 — including a new stake in $DELL. The portfolio is most concentrated in Other (88.9% of disclosed assets). All figures are sourced directly from Morling Financial Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1905198.
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AI-Powered Hedge Fund Analysis: Morling Financial Advisors, LLC
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Every holding in Morling Financial Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.