MORRIS FINANCIAL CONCEPTS, INC. Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$285.5B
Holdings
193
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (193 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SOSOUTHERN CO | 3,443 | $300.0M | 0.11% | |
| 102 | MCOMOODYS CORP | 589 | $300.0M | 0.11% | |
| 103 | MOALTRIA GROUP INC | 5,185 | $298.0M | 0.10% | |
| 104 | GEVGE VERNOVA INC | 450 | $294.0M | 0.10% | |
| 105 | MDLZMONDELEZ INTL INC | 5,461 | $293.0M | 0.10% | |
| 106 | GSIEGOLDMAN SACHS ETF TR | 6,787 | $291.0M | 0.10% | |
| 107 | ANAUTONATION INC | 1,412 | $291.0M | 0.10% | |
| 108 | SCHDSCHWAB STRATEGIC TR | 10,545 | $289.0M | 0.10% | |
| 109 | ADSKAUTODESK INC | 970 | $287.0M | 0.10% | |
| 110 | ABTABBOTT LABS | 2,287 | $286.0M | 0.10% | |
| 111 | SCHVSCHWAB STRATEGIC TR | 9,363 | $277.0M | 0.10% | |
| 112 | GSSCGOLDMAN SACHS ETF TR | 3,664 | $277.0M | 0.10% | |
| 113 | FNDFSCHWAB STRATEGIC TR | 6,088 | $275.0M | 0.10% | |
| 114 | SCHESCHWAB STRATEGIC TR | 8,288 | $271.0M | 0.09% | |
| 115 | ISRGINTUITIVE SURGICAL INC | 476 | $269.0M | 0.09% | |
| 116 | SCHGSCHWAB STRATEGIC TR | 8,076 | $263.0M | 0.09% | |
| 117 | DASHDOORDASH INC | 1,162 | $263.0M | 0.09% | |
| 118 | JPSTJ P MORGAN EXCHANGE TRADED F | 5,116 | $258.0M | 0.09% | |
| 119 | SCHFSCHWAB STRATEGIC TR | 10,602 | $254.0M | 0.09% | |
| 120 | 4I1PHILIP MORRIS INTL INC | 1,536 | $246.0M | 0.09% | |
| 121 | AVIGAMERICAN CENTY ETF TR | 5,875 | $246.0M | 0.09% | |
| 122 | FIXCOMFORT SYS USA INC | 264 | $246.0M | 0.09% | |
| 123 | DISDISNEY WALT CO | 2,137 | $243.0M | 0.09% | |
| 124 | AGGISHARES TR | 2,407 | $240.0M | 0.08% | |
| 125 | VRTXVERTEX PHARMACEUTICALS INC | 507 | $229.0M | 0.08% | |
| 126 | FNDASCHWAB STRATEGIC TR | 7,014 | $221.0M | 0.08% | |
| 127 | DFSIDIMENSIONAL ETF TRUST | 5,133 | $219.0M | 0.08% | |
| 128 | BNDXVANGUARD CHARLOTTE FDS | 4,508 | $217.0M | 0.08% | |
| 129 | BJBJS WHSL CLUB HLDGS INC | 2,402 | $216.0M | 0.08% | |
| 130 | TXNTEXAS INSTRS INC | 1,244 | $215.0M | 0.08% | |
| 131 | MCDMCDONALDS CORP | 691 | $211.0M | 0.07% | |
| 132 | DDOMINION ENERGY INC | 3,471 | $203.0M | 0.07% | |
| 133 | BSCQINVESCO EXCH TRD SLF IDX FD | 10,214 | $199.0M | 0.07% | |
| 134 | BSCSINVESCO EXCH TRD SLF IDX FD | 9,708 | $199.0M | 0.07% | |
| 135 | BSCTINVESCO EXCH TRD SLF IDX FD | 10,605 | $199.0M | 0.07% | |
| 136 | BSCRINVESCO EXCH TRD SLF IDX FD | 10,122 | $199.0M | 0.07% | |
| 137 | GOOGALPHABET INC | 600 | $188.0M | 0.07% | |
| 138 | DUBSETF SER SOLUTIONS | 4,914 | $185.0M | 0.06% | |
| 139 | VGSRMANAGER DIRECTED PORTFOLIOS | 16,711 | $173.0M | 0.06% | |
| 140 | VTVVANGUARD INDEX FDS | 726 | $138.0M | 0.05% | |
| 141 | SMMUPIMCO ETF TR | 2,700 | $136.0M | 0.05% | |
| 142 | IWRISHARES TR | 1,364 | $131.0M | 0.05% | |
| 143 | ISCFISHARES TR | 2,859 | $118.0M | 0.04% | |
| 144 | FNDESCHWAB STRATEGIC TR | 2,768 | $99.0M | 0.03% | |
| 145 | IDV*ISHARES TR | 2,208 | $87.0M | 0.03% | |
| 146 | VUGVANGUARD INDEX FDS | 152 | $74.0M | 0.03% | |
| 147 | VGSHVANGUARD SCOTTSDALE FDS | 1,269 | $74.0M | 0.03% | |
| 148 | VOVANGUARD INDEX FDS | 253 | $73.0M | 0.03% | |
| 149 | MUBISHARES TR | 660 | $70.0M | 0.02% | |
| 150 | SCHMSCHWAB STRATEGIC TR | 2,265 | $68.0M | 0.02% | |
| 151 | DFSVDIMENSIONAL ETF TRUST | 1,856 | $61.0M | 0.02% | |
| 152 | ESGEISHARES INC | 1,331 | $58.0M | 0.02% | |
| 153 | AQLTISHARES TR | 397 | $56.0M | 0.02% | |
| 154 | AVLVAMERICAN CENTY ETF TR | 703 | $53.0M | 0.02% | |
| 155 | IXUSISHARES TR | 600 | $50.0M | 0.02% | |
| 156 | DFAWDIMENSIONAL ETF TRUST | 669 | $49.0M | 0.02% | |
| 157 | IXNISHARES TR | 375 | $39.0M | 0.01% | |
| 158 | AVREAMERICAN CENTY ETF TR | 859 | $37.0M | 0.01% | |
| 159 | IWFISHARES TR | 78 | $36.0M | 0.01% | |
| 160 | IDUBETF SER SOLUTIONS | 1,380 | $33.0M | 0.01% | |
| 161 | SCHHSCHWAB STRATEGIC TR | 1,536 | $32.0M | 0.01% | |
| 162 | ILCBISHARES TR | 300 | $28.0M | 0.01% | |
| 163 | AVUVAMERICAN CENTY ETF TR | 261 | $26.0M | 0.01% | |
| 164 | IBDRISHARES TR | 1,073 | $25.0M | 0.01% | |
| 165 | LDURPIMCO ETF TR | 236 | $22.0M | 0.01% | |
| 166 | MINTPIMCO ETF TR | 213 | $21.0M | 0.01% | |
| 167 | IDRVISHARES TR | 539 | $20.0M | 0.01% | |
| 168 | XTISHARES TR | 258 | $17.0M | 0.01% | |
| 169 | VBVANGUARD INDEX FDS | 65 | $16.0M | 0.01% | |
| 170 | VBRVANGUARD INDEX FDS | 77 | $16.0M | 0.01% | |
| 171 | LQDISHARES TR | 118 | $13.0M | 0.00% | |
| 172 | BONDPIMCO ETF TR | 131 | $12.0M | 0.00% | |
| 173 | VLUEISHARES TR | 71 | $9.0M | 0.00% | |
| 174 | VOTVANGUARD INDEX FDS | 34 | $9.0M | 0.00% | |
| 175 | VTIVANGUARD INDEX FDS | 24 | $8.0M | 0.00% | |
| 176 | ACWIISHARES TR | 61 | $8.0M | 0.00% | |
| 177 | BBCAJ P MORGAN EXCHANGE TRADED F | 91 | $8.0M | 0.00% | |
| 178 | BIVVANGUARD BD INDEX FDS | 92 | $7.0M | 0.00% | |
| 179 | IWSISHARES TR | 45 | $6.0M | 0.00% | |
| 180 | VCSHVANGUARD SCOTTSDALE FDS | 68 | $5.0M | 0.00% | |
| 181 | BBJPJ P MORGAN EXCHANGE TRADED F | 65 | $4.0M | 0.00% | |
| 182 | IBBISHARES TR | 27 | $4.0M | 0.00% | |
| 183 | IHIISHARES TR | 70 | $4.0M | 0.00% | |
| 184 | QUALISHARES TR | 21 | $4.0M | 0.00% | |
| 185 | TLTISHARES TR | 40 | $3.0M | 0.00% | |
| 186 | EFVISHARES TR | 50 | $3.0M | 0.00% | |
| 187 | IEFISHARES TR | 40 | $3.0M | 0.00% | |
| 188 | IXJISHARES TR | 25 | $2.0M | 0.00% | |
| 189 | IQLTISHARES TR | 60 | $2.0M | 0.00% | |
| 190 | AVSDAMERICAN CENTY ETF TR | 37 | $2.0M | 0.00% | |
| 191 | MTUMISHARES TR | 5 | $1.0M | 0.00% | |
| 192 | SCHRSCHWAB STRATEGIC TR | 58 | $1.0M | 0.00% | |
| 193 | VMBSVANGUARD SCOTTSDALE FDS | 21 | $0 | 0.00% |
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