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Manager record

MorganRosel Wealth Management, LLC

Highlands Ranch, CO · CIK 1753218 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$296.25MReported 13F valueQ2 2026 · as filed
104Holdings listed
+16.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $366.9M$366.9MQ2 2025359 holdingsQ3 2025: $385.9M$385.9MQ3 2025108 holdingsQ4 2025: $399.6M$399.6MQ4 2025111 holdingsQ1 2026: $253.5M$253.5MQ1 2026103 holdingsQ2 2026: $296.3M$296.3MQ2 2026104 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$296.25M · 104 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$253.52M · 103 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$399.56M · 111 holdings listed · View original SEC filing ↗
Oct 24 2025 13F-HR · period Q3 2025

$385.93M · 108 holdings listed · View original SEC filing ↗
Aug 01 2025 13F-HR · period Q2 2025

$366.93M · 359 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology