Morris Financial Concepts, Inc. - Q42025 Holdings

Morris Financial Concepts, Inc. holds 193 stocks with a total portfolio value of $ 285.53M as of Q42025. In Q42025, Morris Financial Concepts, Inc. added 0 new positions, increased stakes in 55 stocks, reduced 70 holdings, and fully exited 5 positions. The largest holding is Ishares Tr (IVV), representing 14.38% of the total portfolio.