What does MorganRosel Wealth Management, LLC hold?

MorganRosel Wealth Management, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1753218.

What is MorganRosel Wealth Management, LLC's AUM?

MorganRosel Wealth Management, LLC reported approximately $296.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source MorganRosel Wealth Management, LLC's holdings?

All MorganRosel Wealth Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1753218. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is MorganRosel Wealth Management, LLC's 13F data updated on 13F Pro?

MorganRosel Wealth Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

MorganRosel Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1753218

Institutional-grade research for retail investors

Sector Allocation

Other83.8%$248.3M
Technology5.2%$15.4M
Financials4.1%$12.3M
Industrials3.3%$9.9M
Consumer Discretionary1.4%$4.2M
Energy1.1%$3.2M
Consumer Staples0.5%$1.5M
Materials0.4%$1.1M
Utilities0.1%$377,410

AUM History

13fpro.ai/research/fund/morganrosel-wealth-management-llc-1753218

Conviction and streaks

Stable · top 10 = 47.0%

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.

$Conviction hold18.9% weight · held 10 quarters

$Conviction hold6.6% weight · held 10 quarters

$Conviction hold3.8% weight · held 10 quarters

$Conviction hold2.9% weight · held 10 quarters

$Conviction hold2.7% weight · held 10 quarters

$Accumulating+933% shares · 9 quarters running

$Accumulating+17163% shares · 2 quarters running

$VLOAccumulating+3773% shares · 2 quarters running

$AAPLTrimming-20% shares · 6 quarters running

$GOOGTrimming-36% shares · 6 quarters running

$APHTrimming-70% shares · 5 quarters running

$SPYTrimming-47% shares · 4 quarters running

$MCKTrimming-57% shares · 4 quarters running

Largest positions — Q2 2026

VANGUARD
$55.9M
SCHWAB
$19.5M
VANGUARD
$11.2M
SCHWAB
$8.5M
VANGUARD
$8.0M
VANGUARD
$7.7M
PIMCO
$7.6M
SPY
$7.3M
SCHWAB
$6.9M
VANGUARD
$6.8M
VANGUARD
$5.8M
VANGUARD
$5.7M
SCHWAB
$5.7M
SCHWAB
$5.7M
JPMORGAN
$5.6M
ISHARES
$5.5M
QQQ
$5.5M
JPMORGAN
$5.4M
ISHARES
$5.4M
IVZ
$5.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/morganrosel-wealth-management-llc-1753218

MorganRosel Wealth Management, LLC 13F holdings — Q2 2026

$296.3M portfolio (+16.9% QoQ) · 104 holdings · Q2 2026 13F · top 10 are 47% of the stock portfolio

1
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF
$55.9M
18.9% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
2
SCHWAB INTERNATIONAL EQUITY ETF - ETF
$19.5M
6.6% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD S&P 500 ETF - ETF
$11.2M
3.8% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF
$8.5M
2.9% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF
$8.0M
2.7% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
$7.7M
2.6% of stocks
+14%This quarter—Since filed—Held
AIQuality—Est. buy—
7
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF
$7.6M
2.6% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SPDR S&P 500 ETF TRUST
$SPY
$7.3M
2.5% of stocks
-2%This quarter-1.4%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
9
SCHWAB EMERGING MARKETS EQUITY ETF - ETF
$6.9M
2.3% of stocks
+5%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD CORE PLUS BOND ETF - ETF
$6.8M
2.3% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETF	$55.9M	18.9%	+1%	—	—	—	—
2	SCHWAB INTERNATIONAL EQUITY ETF - ETF	$19.5M	6.6%	+3%	—	—	—	—
3	VANGUARD S&P 500 ETF - ETF	$11.2M	3.8%	+9%	—	—	—	—
4	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - ETF	$8.5M	2.9%	+3%	—	—	—	—
5	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF	$8.0M	2.7%	+2%	—	—	—	—
6	VANGUARD FTSE DEVELOPED MARKETS ETF - ETF	$7.7M	2.6%	+14%	—	—	—	—
7	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND - ETF	$7.6M	2.6%	+8%	—	—	—	—
8	SPDR S&P 500 ETF TRUST$SPY	$7.3M	2.5%	-2%	-1.4%	10+ qtrsTrimmed 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
9	SCHWAB EMERGING MARKETS EQUITY ETF - ETF	$6.9M	2.3%	+5%	—	—	—	—
10	VANGUARD CORE PLUS BOND ETF - ETF	$6.8M	2.3%	+6%	—	—	—	—

All holdings — MorganRosel Wealth Management, LLC (Q2 2026)

Sort

104 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	—	VANGUARD ULTRA-SHORT BOND ETF - ETFnote	—	$5.8M	2.0%	117K	+16%	—	—	13F
12	—	VANGUARD FTSE PACIFIC ETF - ETFetf/fund	—	$5.7M	1.9%	50K	+2%	—	—	13F
13	—	SCHWAB US AGGREGATE BOND ETF - ETFnote	—	$5.7M	1.9%	247K	+2%	—	—	13F
14	—	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF - ETFetf/fund	—	$5.7M	1.9%	143K	+6%	—	—	13F
15	—	JPMORGAN U.S. QUALITY FACTOR ETF - ETFetf/fund	—	$5.6M	1.9%	78K	+3%	—	—	13F
16	—	ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF - ETFetf/fund	—	$5.5M	1.9%	34K	+3%	—	—	13F
17	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$5.5M	1.9%	7,440	+1%	10+ qtrs	—	13F
18	—	JPMORGAN INCOME ETF - ETFetf/fund	—	$5.4M	1.8%	118K	+14%	—	—	13F
19	—	ISHARES CORE U.S. AGGREGATE BOND ETF - ETFnote	—	$5.4M	1.8%	54K	+32%	—	—	13F
20	$IVZ	Invesco Ltd.etf/fund	Financials	$5.1M	1.7%	45K	+3%	10+ qtrs	—	13F
21	—	ISHARES EMERGING MARKETS EQUITY FACTOR ETF - ETFetf/fund	—	$5.1M	1.7%	69K	New	—	—	13F
22	—	SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF - ETFetf/fund	—	$5.0M	1.7%	103K	+3%	—	—	13F
23	—	VANGUARD FTSE EUROPE ETF - ETFetf/fund	—	$4.6M	1.5%	52K	+0.5%	—	—	13F
24	—	ISHARES MSCI USA MOMENTUM FACTOR ETF - ETFetf/fund	—	$4.3M	1.5%	13K	+12%	—	—	13F
25	—	ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - ETFnote	—	$3.6M	1.2%	45K	+10%	—	—	13F
26	—	ISHARES MSCI USA QUALITY FACTOR ETF - ETF	—	$3.4M	1.1%	15K	+10%
27	$AAPL	Apple Inc.	Technology	$3.4M	1.1%	12K	-0.2%
28	—	VANGUARD MORNINGSTAR MID-CAP ETF - ETF	—	$3.3M	1.1%	41K	+333%
29	—	ISHARES MSCI USA MIN VOL FACTOR ETF - ETF	—	$3.1M	1.1%	32K	+10%
30	—	ISHARES MSCI USA VALUE FACTOR ETF - ETF	—	$3.0M	1.0%	15K	-2%
31	—	VANGUARD FTSE EMERGING MARKETS ETF - ETF	—	$3.0M	1.0%	50K	+9%
32	—	ISHARES MSCI INTL MOMENTUM FACTOR ETF - ETF	—	$2.9M	1.0%	55K	+11%
33	—	ISHARES MSCI EAFE MIN VOL FACTOR ETF - ETF	—	$2.7M	0.9%	31K	+11%
34	$KLAC	KLA CORP	Technology	$1.9M	0.7%	6,420	+793%
35	$PDI	PIMCO Dynamic Income Fund	Other	$1.6M	0.6%	97K	-6%
36	$RKLB	Rocket Lab Corp	Industrials	$1.5M	0.5%	15K	-17%
37	—	VANGUARD MORNINGSTAR SMALL-CAP ETF - ETF	—	$1.5M	0.5%	4,897	+10%
38	$MSFT	MICROSOFT CORP	Technology	$1.4M	0.5%	3,808	-8%
39	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.4M	0.5%	2,350	—
40	—	VANGUARD MORNINGSTAR MID-CAP GROWTH ETF - ETF	—	$1.4M	0.5%	4,430	+6%
41	$GTX	Garrett Motion Inc.	Industrials	$1.3M	0.4%	36K	-28%
42	$NVDA	NVIDIA CORP	Technology	$1.3M	0.4%	6,521	—
43	—	INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF - ETF	—	$1.3M	0.4%	38K	+4%
44	$PWR	QUANTA SERVICES, INC.	Industrials	$1.2M	0.4%	1,687	-9%
45	$JBL	JABIL INC	Technology	$1.1M	0.4%	2,945	+5%
46	$ARCB	ARCBEST CORP /TX/	Industrials	$1.1M	0.4%	7,824	New
47	$BFH	BREAD FINANCIAL HOLDINGS, INC.	Financials	$1.1M	0.4%	10K	-3%
48	$IVZ	Invesco Ltd.	Financials	$1.1M	0.4%	16K	+16%
49	$APH	AMPHENOL CORP /DE/	Technology	$1.1M	0.4%	6,072	-7%
50	—	ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF - ETF	—	$1.0M	0.3%	13K	+14%
51	—	ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF - ETF	—	$1.0M	0.3%	11K	—
52	$VLO	VALERO ENERGY CORP/TX	Energy	$1.0M	0.3%	3,873	+3%
53	—	VANGUARD MORNINGSTAR MID-CAP VALUE ETF - ETF	—	$975K	0.3%	4,936	+16%
54	$PHIN	PHINIA INC.	Industrials	$972K	0.3%	12K	New
55	$BWA	BORGWARNER INC	Industrials	$944K	0.3%	14K	New
56	$TEX	TEREX CORP	Industrials	$928K	0.3%	13K	+4%
57	$GM	General Motors Co	Consumer Discretionary	$909K	0.3%	12K	-12%
58	$USFD	US Foods Holding Corp.	Consumer Discretionary	$905K	0.3%	8,853	+38%
59	$XOM.R34088	EXXON MOBIL CORP	Energy	$894K	0.3%	6,542	New
60	$BNY	Bank of New York Mellon Corp	Financials	$877K	0.3%	6,064	-9%
61	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$855K	0.3%	914	+16%
62	—	VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF - ETF	—	$806K	0.3%	3,317	+13%
63	$STLD	STEEL DYNAMICS INC	Materials	$806K	0.3%	3,512	-19%
64	$IVZ	Invesco Ltd.	Financials	$803K	0.3%	5,293	-12%
65	$LAUR	LAUREATE EDUCATION, INC.	Consumer Discretionary	$796K	0.3%	22K	-22%
66	$IVZ	Invesco Ltd.	Financials	$771K	0.3%	6,054	+4%
67	$EBAY	EBAY INC	Consumer Discretionary	$768K	0.3%	6,871	New
68	$SNDK	Sandisk Corp	Technology	$757K	0.3%	333	—
69	$BKR	Baker Hughes Co	Energy	$724K	0.2%	13K	New
70	—	VANGUARD TOTAL BOND MARKET ETF - ETF	—	$720K	0.2%	9,804	+4%
71	—	ISHARES 3-7 YEAR TREASURY BOND ETF - ETF	—	$689K	0.2%	5,863	+10%
72	$PLAB	PHOTRONICS INC	Technology	$681K	0.2%	21K	New
73	$VCTR	Victory Capital Holdings, Inc.	Financials	$653K	0.2%	7,764	+1%
74	$ETN	Eaton Corp plc	Industrials	$641K	0.2%	1,504	+44%
75	$WDC	WESTERN DIGITAL CORP	Technology	$639K	0.2%	1,000	—
76	$MCK	MCKESSON CORP	Consumer Staples	$635K	0.2%	840	-9%
77	—	ISHARES CORE MSCI EMERGING MARKETS ETF - ETF	—	$624K	0.2%	7,532	+0.9%
78	$DOV	DOVER Corp	Industrials	$588K	0.2%	3,748	-3%
79	$MPC	Marathon Petroleum Corp	Energy	$587K	0.2%	2,294	-6%
80	$JXN	Jackson Financial Inc.	Financials	$584K	0.2%	5,708	-22%
81	$TT	Trane Technologies plc	Technology	$572K	0.2%	1,165	+36%
82	—	GATES INDL CORP LTD COM SHS - Stock	—	$529K	0.2%	19K	New
83	$IVZ	Invesco Ltd.	Financials	$466K	0.2%	2,192	—
84	$GOOGL	Alphabet Inc.	Technology	$452K	0.1%	1,266	-23%
85	—	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - ETF	—	$436K	0.1%	2,829	+12%
86	$ORCL	ORACLE CORP	Technology	$425K	0.1%	2,900	—
87	$IVZ	Invesco Ltd.	Financials	$407K	0.1%	5,433	-0.9%
88	$ORLY	O REILLY AUTOMOTIVE INC	Consumer Discretionary	$381K	0.1%	4,138	-2%
89	$XEL	XCEL ENERGY INC	Utilities	$377K	0.1%	4,700	—
90	$PDO	PIMCO Dynamic Income Opportunities Fund	Other	$363K	0.1%	27K	New
91	$IVZ	Invesco Ltd.	Financials	$354K	0.1%	6,331	-0.8%
92	$EMR	EMERSON ELECTRIC CO	Industrials	$344K	0.1%	2,400	—
93	—	ISHARES RUSSELL 1000 VALUE ETF - ETF	—	$317K	0.1%	1,307	—
94	$FTNT	Fortinet, Inc.	Technology	$293K	0.1%	1,906	New
95	$URI	UNITED RENTALS, INC.	Industrials	$280K	0.1%	247	-18%
96	—	VANGUARD MORNINGSTAR GROWTH ETF - ETF	—	$277K	0.1%	3,210	+500%
97	—	VANGUARD MORNINGSTAR VALUE ETF - ETF	—	$273K	0.1%	1,252	—
98	—	VANGUARD REAL ESTATE ETF - ETF	—	$267K	0.1%	2,769	-1%
99	$GLW	CORNING INC /NY	Materials	$255K	0.1%	1,000	New
100	$AMZN	AMAZON COM INC	Consumer Discretionary	$248K	0.1%	1,040	-2%
101	—	ISHARES RUSSELL 1000 ETF - ETF	—	$234K	0.1%	571	—
102	—	STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF - ETF	—	$216K	0.1%	2,000	New
103	$MCD	MCDONALDS CORP	Consumer Discretionary	$215K	0.1%	797	-1%
104	—	VANGUARD EXTENDED MARKET ETF - ETF	—	$211K	0.1%	859	New

What changed in Q2 2026

Against the previous quarter's 13F: 14 new, 51 added to, 27 trimmed, 13 sold out. Share-count changes; largest moves by dollar size first.

New positions (14)

ISHARES EMERGING MARKETS EQUITY FACTOR ETF - ETF$5.1M
first bought this quarter
$ARCBARCBEST CORP /TX/$1.1M
first bought this quarter
$PHINPHINIA INC.$972K
first bought this quarter
$BWABORGWARNER INC$944K
first bought this quarter
$XOM.R34088EXXON MOBIL CORP$894K
first bought this quarter
$EBAYEBAY INC$768K
first bought this quarter

+8 more in the Excel export

Added to (51)

VANGUARD MORNINGSTAR MID-CAP ETF - ETF+333%
now $3.3M
$KLACKLA CORP+793%
now $1.9M · held 10+ qtrs
ISHARES CORE U.S. AGGREGATE BOND ETF - ETF+32%
now $5.4M
VANGUARD S&P 500 ETF - ETF+9%
now $11.2M
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF+14%
now $7.7M
VANGUARD ULTRA-SHORT BOND ETF - ETF+16%
now $5.8M

+45 more in the Excel export

Trimmed (27)

$GTXGarrett Motion Inc.-28%
now $1.3M · held 3 qtrs, 2 trims in a row
$RKLBRocket Lab Corp-17%
now $1.5M · held 5 qtrs, 2 trims in a row
$LAURLAUREATE EDUCATION, INC.-22%
now $796K · held 4 qtrs, 3 trims in a row
$STLDSTEEL DYNAMICS INC-19%
now $806K · held 2 qtrs
$JXNJackson Financial Inc.-22%
now $584K · held 8 qtrs, 2 trims in a row
$SPYSPDR S&P 500 ETF TRUST-2%
now $7.3M · held 10+ qtrs, 2 trims in a row

+21 more in the Excel export

Sold out (13)

$IAUMiShares Gold Trust Microwas $5.1M
held 9+ qtrs
$NEMNEWMONT Corp /DE/was $823K
held 1 qtr
$FOXFox Corpwas $801K
held 1 qtr
$THCTENET HEALTHCARE CORPwas $750K
held 2 qtrs
$DLTRDOLLAR TREE, INC.was $704K
held 1 qtr
$IBEXIBEX Ltdwas $652K

+7 more in the Excel export

Holdings by quarter

Every 13F MorganRosel Wealth Management, LLC has filed, 30 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of MorganRosel Wealth Management's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-6.7%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 23% over the last 4

Top 10 weight

47%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

76%

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

MorganRosel Wealth Management, LLC disclosed 104 positions worth $296.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 13 and a full exit from $IAUM. The portfolio is most concentrated in Other (83.8% of disclosed assets). All figures are sourced directly from MorganRosel Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1753218.

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AI-Powered Hedge Fund Analysis: MorganRosel Wealth Management, LLC

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Every holding in MorganRosel Wealth Management, 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.