Morling Financial Advisors, LLC
Morling Financial Advisors, LLC (MFA) is an independent, SEC-registered investment advisory firm headquartered in Fremont, California. Founded in 1999, MFA provides financial planning and investment management services to individuals, families, businesses, retirement plans, and non-profit organizations. With a staff of 17, MFA serves clients with customized financial solutions and has received multiple 'Best Financial Advisor' rankings. Principal owners include Wa Huong, Peter Ling, and Matthew Shibata.
Investment Strategy
Morling Financial Advisors employs a personalized investment strategy based on clients’ objectives, risk tolerance, time horizon, and liquidity needs. They design diversified portfolios using mutual funds, ETFs, individual equities, fixed income securities, and alternative investments such as real estate, private equity, hedge funds, and private debt. MFA emphasizes tax-efficient strategies and holistic financial planning tailored for each client, offering access to institutional-quality investments and specialized services such as equity compensation planning for pre-IPO clients.
Top Holdings
Equity Positions (101)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TOTL | SSGA ACTIVE ETF TR | 11.72% | $35.8M | 893,262 | $39.57 | $40.11 | -$875.8K |
V VTI | VANGUARD INDEX FDS | 11.48% | $35.1M | 115,547 | $240.71 | $303.93 | +$4.2M |
F FLXR | TCW ETF TRUST | 8.63% | $26.4M | 668,998 | $39.45 | $39.45 | +$26.4M |
C COIN | COINBASE GLOBAL INC | 8.06% | $24.7M | 70,355 | $47.10 | $350.49 | +$12.5M |
V VGSH | VANGUARD SCOTTSDALE FDS | 7.84% | $24.0M | 407,736 | $58.15 | $58.78 | +$4.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | Bought | Put | $762.4K | 24 | $317.66 | $293.29 | +14 | +$503.2K |