Morris Financial Concepts, Inc. - Q12026 Holdings

Morris Financial Concepts, Inc. holds 195 stocks with a total portfolio value of $ 294.56M as of Q12026. In Q12026, Morris Financial Concepts, Inc. added 6 new positions, increased stakes in 63 stocks, reduced 68 holdings, and fully exited 4 positions. The largest holding is Ishares Tr (IVV), representing 13.47% of the total portfolio.