MorganRosel Wealth Management, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$399.6B
Holdings
111
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (111 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VUGVANGUARD GROWTH ETF | 535 | $261.0M | 0.07% | |
| 102 | VNQVANGUARD REAL ESTATE ETF | 2,859 | $252.0M | 0.06% | |
| 103 | MCDMCDONALDS CORP COM | 806 | $246.0M | 0.06% | |
| 104 | URIUNITED RENTALS INC COM | 300 | $242.0M | 0.06% | |
| 105 | VTVVANGUARD VALUE ETF | 1,252 | $239.0M | 0.06% | |
| 106 | —RAMACO RES INC COM CL A | 13,014 | $234.0M | 0.06% | |
| 107 | HDHOME DEPOT INC COM | 651 | $223.0M | 0.06% | |
| 108 | IAU*ISHARES GOLD TRUST | 2,635 | $213.0M | 0.05% | |
| 109 | GEGE AEROSPACE COM NEW | 675 | $207.0M | 0.05% | |
| 110 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 400 | $201.0M | 0.05% | |
| 111 | SYLDCAMBRIA SHAREHOLDER YIELD ETF | 2,886 | $200.0M | 0.05% |
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