Morris Financial Concepts, Inc. - Q22026 Holdings

Morris Financial Concepts, Inc. holds 204 stocks with a total portfolio value of $ 326.12M as of Q22026. In Q22026, Morris Financial Concepts, Inc. added 12 new positions, increased stakes in 57 stocks, reduced 75 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IVV), representing 13.78% of the total portfolio.