Q4 2025 · 13F-HR
MorganRosel Wealth Management, LLCholdings as filed
Filed 2026-02-13 · accession 0001986152-26-000032
$0
Reported value
0
Positions
2025-12-31
Period end
The Brief · MorganRosel Wealth Management, LLC · Q4 2025
AI · grounded in 13F
MorganRosel Wealth Management, LLC closed 108 positions this quarter. The largest exit was the full liquidation of VTI for $78.6M. The fund also closed its positions in SCHF for $26.8M and SPY for $12.3M.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.