SEC Form 13F

Morling Financial Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$360,042,279
Positions123

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$48,595,802131,326
SSGA ACTIVE ETF TRTOTLST STR TOTAL ETF$45,299,8411,147,703
TCW ETF TRUSTFLXRFLEXIBLE INCOME$32,137,523819,626
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$31,001,430532,671
DIMENSIONAL ETF TRUSTDFAEEMGR CRE EQT MNG$29,626,846736,803
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$27,942,348540,576
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$18,876,152320,043
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$15,500,617375,773
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$13,115,528445,652
APPLE INCAAPLCOM$11,162,35138,576

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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