Morling Financial Advisors, LLC

Q1 2026 13F Holdings

Location
Fremont, CA
Holdings as of
3/31/2026
Value
$325M
Value excl. options
$324M
Num holdings
108
Date filed
5/6/2026
Form type
13F-HR
Prev filing
2/6/2026
Next filing
8/6/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type