Arkolith/Funds/Morris Financial Concepts, Inc.

Morris Financial Concepts, Inc.

CIK 1387386
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Morris Financial Concepts, Inc. holds a focused book of 204 reported positions worth $326.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.5%
+14.8%/yr · since Oct '24
Their reported book
+25.3%
held from quarter-end
S&P 500
+34.1%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25May '26Sep '26
Morris Financial Concepts, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 4.1 points over this window.

Growth of $10,000 cloning Morris Financial Concepts, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
42%
Top 10 holdings
57%
Top 20 holdings
70%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

11% mapped to company sectors

ETFs / funds
88%
Information Technology
3%
Financials
2%
Consumer Discretionary
2%
No sector on file yet
2%
Health Care
2%
Industrials
1%
Consumer Staples
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Morris Financial Concepts, Inc.

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.4B
Swiss Re Ltd21 / 80$1.0B
Demming Financial Services Corp19 / 80$132.1M
Ketron Financial15 / 80$264.1M
Financial Symmetry Inc32 / 80$240.3M
Shearwater Capital LLC27 / 80$167.6M
Wolfstich Capital, LLC10 / 80$103.3M
Valley Forge Investment Consultants Inc Adv27 / 80$309.2M

Ranked by the share of each fund's own book sitting in the names it shares with Morris Financial Concepts, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

204 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$44.9M60.0K
13.8%
−1.2%
Reduced · −750 sh
2Schwab Strategic TR
US LRG CAP ETF
$41.8M1.42M
12.8%
−3.0%
Reduced · −44K sh
3Ishares TR
CORE MSCI EAFE
$19.8M204.8K
6.1%
+0.4%
Added · +766 sh
4Ishares TR
CORE S&P SCP ETF
$18.2M122.9K
5.6%
−1.6%
Reduced · −2K sh
5Vanguard BD Index FDS
SHORT TRM BOND
$12.3M157.7K
3.8%
+7.0%
Added · +10K sh
6Schwab Strategic TR
US SML CAP ETF
$11.0M304.0K
3.4%
−3.7%
Reduced · −12K sh
7Ishares TR
1 3 YR TREAS BD
$10.4M127.2K
3.2%
−0.3%
Reduced · −332 sh
8Ishares TR
CORE 1 5 YR USD
$9.0M185.9K
2.8%
−1.6%
Reduced · −3K sh
9Dimensional ETF Trust
US COR EQU 2 ETF
$8.8M199.5K
2.7%
~0%
Reduced · −11 sh
10Ishares TR
TRUST ISHARE 0-1
$8.6M78.3K
2.6%
−0.5%
Reduced · −387 sh
11State STR SPDR S&P 500 ETF T
TR UNIT
$7.0M9.3K
2.1%
+0.8%
Added · +79 sh
12Ishares TR
S&P 500 GRWT ETF
$5.7M41.2K
1.7%
~0%
Reduced · −6 sh
13Dimensional ETF Trust
INTL SMALL CAP E
$5.2M149.4K
1.6%
−1.1%
Reduced · −2K sh
14Dimensional ETF Trust
US LARG VALU ETF
$4.9M124.0K
1.5%
+3.8%
Added · +5K sh
15Ishares TR
S&P 500 VAL ETF
$4.4M19.4K
1.4%
−1.3%
Reduced · −264 sh
16Dimensional ETF Trust
US TARGETED VLU
$4.0M57.3K
1.2%
−0.1%
Reduced · −63 sh
17Dimensional ETF Trust
US SMALL CAP ETF
$3.5M42.8K
1.1%
−0.2%
Reduced · −88 sh
18JPMorgan Chase & Co
COM
$3.3M10.1K
1.0%
−1.0%
Reduced · −104 sh
19Dimensional ETF Trust
INTL SMALL CAP V
$3.2M80.4K
1.0%
−3.5%
Reduced · −3K sh
20Dimensional ETF Trust
EMGR CRE EQT MNG
$3.2M79.8K
1.0%
+8.5%
Added · +6K sh
21Tesla Inc
COM
$3.2M7.6K
1.0%
Held
22Ishares TR
MSCI EAFE ETF
$2.8M27.3K
0.9%
−4.3%
Reduced · −1K sh
23American Centy ETF TR
US EQT ETF
$2.7M21.2K
0.8%
−7.2%
Reduced · −2K sh
24Vanguard Index FDS
S&P 500 ETF SHS
$2.7M3.9K
0.8%
+1.7%
Added · +67 sh
25Eli Lilly & Co
COM
$2.6M2.2K
0.8%
+33%
Added · +541 sh
26Dimensional ETF Trust
INTERNATNAL VAL
$2.6M47.3K
0.8%
+8.4%
Added · +4K sh
27Apple Inc
COM
$2.6M8.8K
0.8%
+2.1%
Added · +186 sh
28Dimensional ETF Trust
GLOBAL REAL EST
$2.4M82.3K
0.7%
+1.9%
Added · +2K sh
29Vanguard Scottsdale FDS
INT-TERM CORP
$2.2M26.6K
0.7%
−2.6%
Reduced · −715 sh
30Ishares Inc
CORE MSCI EMKT
$2.0M24.5K
0.6%
−1.5%
Reduced · −373 sh
31Dimensional ETF Trust
CORE FIXE IN ETF
$1.9M46.1K
0.6%
+4.2%
Added · +2K sh
32Ishares TR
CORE S&P US GWT
$1.8M9.8K
0.6%
−1.2%
Reduced · −119 sh
33Ishares TR
RUS 1000 ETF
$1.7M4.2K
0.5%
−1.3%
Reduced · −57 sh
34Ishares TR
RUSSELL 2000 ETF
$1.7M5.8K
0.5%
−0.7%
Reduced · −43 sh
35Dimensional ETF Trust
US SUSTAINABILTY
$1.6M35.1K
0.5%
+4.8%
Added · +2K sh
36Ishares TR
RUS 2000 VAL ETF
$1.6M7.3K
0.5%
−0.1%
Reduced · −11 sh
37American Centy ETF TR
INTL EQT ETF
$1.6M17.8K
0.5%
−6.3%
Reduced · −1K sh
38Dimensional ETF Trust
WORLD EX US CORE
$1.5M42.0K
0.5%
+1.0%
Added · +411 sh
39Ishares TR
EAFE SML CP ETF
$1.5M18.8K
0.5%
−4.6%
Reduced · −907 sh
40Dimensional ETF Trust
SHOR DUR FIX ETF
$1.4M29.9K
0.4%
+0.4%
Added · +126 sh
41Ishares TR
GLOBAL REIT ETF
$1.4M50.4K
0.4%
−2.7%
Reduced · −1K sh
42Dimensional ETF Trust
US CORE EQT MKT
$1.4M26.6K
0.4%
−0.6%
Reduced · −167 sh
43Ishares TR
MSCI EMG MKT ETF
$1.3M19.4K
0.4%
−11%
Reduced · −2K sh
44Dimensional ETF Trust
EMERGING MKTS CO
$1.3M31.3K
0.4%
−6.5%
Reduced · −2K sh
45Vanguard Whitehall FDS
INTL HIGH ETF
$1.2M12.7K
0.4%
−1.3%
Reduced · −165 sh
46Microsoft Corp
COM
$1.2M3.2K
0.4%
+1.6%
Added · +51 sh
47Ishares TR
CORE UNIVRSL USD
$1.1M23.9K
0.3%
+3.4%
Added · +784 sh
48Ishares TR
SP SMCP600VL ETF
$1.1M7.9K
0.3%
−3.9%
Reduced · −317 sh
49Ishares TR
EAFE GRWTH ETF
$1.0M8.3K
0.3%
−1.5%
Reduced · −130 sh
50Alphabet Inc
CAP STK CL A
$1.0M2.9K
0.3%
+0.2%
Added · +5 sh
Showing 50 of 204 positions
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Filing history

As-of date vs the date the SEC received each filing

$326.1M · Q2 2026Q3 2024 · $232.8MQ2 2026 · $326.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d204$326.1M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202617d195$294.6M13F-HR
Q4 2025Dec 31, 2025Feb 9, 202640d193$285.5M13F-HR
Q3 2025Sep 30, 2025Oct 21, 202521d198$276.8M13F-HR
Q2 2025Jun 30, 2025Jul 28, 202528d197$251.9M13F-HR
Q1 2025Mar 31, 2025Apr 29, 202529d198$238.3M13F-HR
Q4 2024Dec 31, 2024Jan 29, 202529d184$233.2M13F-HR
Q3 2024Sep 30, 2024Oct 30, 202430d193$232.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.