Morling Financial Advisors, LLC has filed a Form 13F-HR disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Managing Partner Matt Shibata on October 28, 2026, lists the firm's holdings in various exchange-traded funds (ETFs) and individual stocks.
The portfolio is heavily weighted toward broad market ETFs. The largest holding is the Schwab Strategic Trust US Large Cap ETF, with 13,335,355 shares. Other significant positions include the Schwab Strategic Trust US Large Cap Growth ETF (3,165,400 shares) and the Vanguard Total Stock Market ETF (50,988,767 shares). The firm also holds substantial positions in Dimensional ETF Trust funds, including the Emerging Markets Core Equity Manager ETF (31,793,402 shares) and the US Core Equity Market ETF (28,803,842 shares).
In terms of individual equities, the top positions include Tesla, Inc. (28,487,693 shares), NVIDIA Corporation (2,926,275 shares), and Reddit, Inc. Class A (838,687 shares). Other notable individual stock holdings include STUBHUB Holdings, Inc. Class A (733,965 shares), Taiwan Semiconductor Manufacturing Company Sponsored ADRs (241,781 shares), and Triple Flag Precious Metals Corp. (277,290 shares).
The filing indicates that all positions are held in common shares, with sole voting and dispositive rights.
