Morling Financial Advisors, LLC

Q2 2026 13F Holdings

Location
Fremont, CA
Holdings as of
6/30/2026
Value
$360M
Value excl. options
$359M
Num holdings
123
Date filed
8/6/2026
Form type
13F-HR
Prev filing
5/6/2026
Next filing
10/28/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type