13F Filings History of MORRIS FINANCIAL CONCEPTS, INC.

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$285,534,872
Signature - Title
Tucker Morris - Chief Compliance Officer
Location
Mount Pleasant, SC
Summary
This page shows a list of all the recent 13F filings made by MORRIS FINANCIAL CONCEPTS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MORRIS FINANCIAL CONCEPTS, INC. reported 193 stock holdings with total value $285,534,872 as of Q4 2025. Top holdings included IVV, SCHX, IEFA, IJR, and SHY.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 193 $285,534,872 +$5,965,172 -$2,688,034 +$3,277,138 IVV, SCHX, IEFA, IJR, SHY 13F-HR 09 Feb 2026, 12:59
Q3 2025 198 $276,821,181 +$9,763,108 -$1,300,724 +$8,462,384 IVV, SCHX, IEFA, IJR, SHY 13F-HR 21 Oct 2025, 12:25
Q2 2025 197 $251,911,763 +$9,207,503 -$13,975,717 -$4,768,214 IVV, SCHX, IEFA, IJR, SHY 13F-HR 28 Jul 2025, 15:19
Q1 2025 198 $238,318,362 +$12,191,886 -$1,495,444 +$10,696,442 IVV, SCHX, IEFA, IJR, SHY 13F-HR 29 Apr 2025, 11:11
Q4 2024 184 $233,199,814 +$33,321,864 -$5,460,051 +$27,861,813 IVV, SCHX, IJR, IEFA, ISTB 13F-HR 29 Jan 2025, 16:57
Q3 2024 193 $232,811,899 +$13,304,163 -$2,426,040 +$10,878,123 IVV, SCHX, IEFA, IJR, ISTB 13F-HR 30 Oct 2024, 11:20
Q2 2024 160 $208,871,613 +$15,662,879 -$3,797,285 +$11,865,594 IVV, SCHX, IEFA, IJR, ISTB 13F-HR 29 Jul 2024, 17:10
Q1 2024 166 $195,451,280 +$16,522,368 -$5,517,431 +$11,004,937 IVV, SCHX, IEFA, IJR, SCHA 13F-HR 18 Apr 2024, 12:29
Q4 2023 161 $175,100,727 +$12,208,922 -$1,701,075 +$10,507,847 IVV, SCHX, IJR, IEFA, SCHA 13F-HR 29 Jan 2024, 17:06
Q3 2023 152 $150,473,034 +$3,683,782 -$2,554,284 +$1,129,498 SCHX, IVV, IJR, IEFA, SCHA 13F-HR 24 Oct 2023, 16:16
Q2 2023 154 $154,733,778 +$8,970,871 -$2,957,333 +$6,013,538 SCHX, IVV, IJR, IEFA, SCHA 13F-HR 09 Aug 2023, 12:12
Q1 2023 150 $141,908,240 +$14,470,320 -$2,724,680 +$11,745,640 SCHX, IVV, IJR, IEFA, SCHA 13F-HR 10 May 2023, 10:29
Q4 2022 145 $123,818,351 +$23,146,791 -$3,085,943 +$20,060,848 SCHX, IVV, IJR, IEFA, SCHA 13F-HR 19 Jan 2023, 11:14
Q3 2022 117 $96,579,000 +$8,959,453 -$10,279,955 -$1,320,502 SCHX, IVV, IJR, SCHA, IEFA 13F-HR 25 Oct 2022, 13:07
Q2 2022 124 $105,167,000 +$6,143,815 -$2,987,138 +$3,156,677 SCHX, IVV, IJR, SCHA, DFAC 13F-HR 25 Jul 2022, 10:09
Q1 2022 119 $119,930,000 +$19,423,618 -$1,019,391 +$18,404,227 SCHX, IVV, IJR, SCHA, DFAC 13F-HR 29 Apr 2022, 12:33
Q4 2021 109 $119,872,000 $0 $0 $0 SCHX, IVV, IJR, SCHA, DFAC 13F-HR 14 Feb 2022, 21:11