13F Filings History of Morling Financial Advisors, LLC

Latest 13F report
Q3 2025 - 04 Nov 2025
Value $
$301,300,664
Signature - Title
Matt Shibata - Managing Partner
Location
Fremont, CA
Summary
This page shows a list of all the recent 13F filings made by Morling Financial Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Morling Financial Advisors, LLC reported 104 stock holdings with total value $301,300,664 as of Q3 2025. Top holdings included VTI, TOTL, FLXR, VGSH, and DFAU.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 104 $301,300,664 +$9,220,954 -$30,395,175 -$21,174,221 VTI, TOTL, FLXR, VGSH, DFAU 13F-HR 04 Nov 2025, 14:22
Q2 2025 101 $305,046,796 +$36,954,933 -$53,376,949 -$16,422,016 TOTL, VTI, FLXR, COIN, VGSH 13F-HR 11 Aug 2025, 16:57
Q1 2025 120 $290,327,980 +$20,141,113 -$6,233,300 +$13,907,813 TOTL, UCON, VTI, VGSH, DFAU 13F-HR 06 May 2025, 16:07
Q4 2024 121 $286,840,012 +$33,580,779 -$7,156,546 +$26,424,233 TOTL, VTI, UCON, DFAU, VGSH 13F-HR 07 Feb 2025, 16:04
Q3 2024 100 $262,432,169 +$26,547,306 -$1,240,799 +$25,306,507 TOTL, UCON, VTI, DFAU, VGSH 13F-HR 18 Oct 2024, 10:00
Q2 2024 90 $229,427,717 +$62,811,455 -$8,566,825 +$54,244,630 TOTL, VTI, UCON, DFAU, COIN 13F-HR 07 Aug 2024, 17:01
Q1 2024 103 $174,864,882 +$39,942,495 -$4,253,083 +$35,689,412 VTI, COIN, DFAU, VGSH, DFAE 13F-HR 13 May 2024, 15:14
Q4 2023 80 $123,819,023 +$7,366,276 -$2,930,143 +$4,436,133 VTI, COIN, DFAE, SCHX, AAPL 13F-HR 02 Feb 2024, 09:51
Q3 2023 72 $100,783,891 +$3,135,107 -$1,978,776 +$1,156,331 VTI, SCHX, DFAE, AAPL, COIN 13F-HR 08 Nov 2023, 11:04
Q2 2023 74 $103,928,419 +$6,334,089 -$2,252,663 +$4,081,426 VTI, AAPL, SCHX, DFAE, SPLG 13F-HR 28 Jul 2023, 12:46
Q1 2023 83 $92,593,869 +$8,721,454 -$3,543,979 +$5,177,475 VTI, SCHX, AAPL, SPLG, COIN 13F-HR 02 May 2023, 10:35
Q4 2022 73 $78,201,151 +$10,666,694 -$7,032,107 +$3,634,587 VTI, SCHX, SPLG, AAPL, IVV 13F-HR 03 Feb 2023, 16:08
Q3 2022 68 $73,430,000 +$5,983,797 -$5,768,554 +$215,243 SCHX, VTI, COIN, SPLG, AAPL 13F-HR 01 Nov 2022, 16:16
Q2 2022 72 $76,426,000 +$16,287,217 -$5,236,796 +$11,050,421 SCHX, VTI, SPLG, AAPL, COIN 13F-HR 01 Aug 2022, 13:34
Q1 2022 80 $78,753,000 +$18,947,171 -$33,784,612 -$14,837,441 SCHX, VTI, SPLG, AAPL, ITOT 13F-HR 06 May 2022, 10:13
Q4 2021 78 $103,661,000 $0 $0 $0 COIN, SCHX, VTI, SPLG, AAPL 13F-HR 04 Feb 2022, 15:16