13F Filings History of MOR Wealth Management, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$218,786,043
Signature - Title
Amy Killeen - Vice President, Operations
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by MOR Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MOR Wealth Management, LLC reported 105 stock holdings with total value $218,786,043 as of Q4 2025. Top holdings included SCHG, IWF, DGRW, LVHI, and SPHQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 105 $218,786,043 $0 $0 $0 SCHG, IWF, DGRW, LVHI, SPHQ 13F-HR 14 Jan 2026, 19:12