Morton Brown Family Wealth, LLC
CIK: 0001909851SEC EDGAR →
Portfolio Value
$367.3M
Holdings
294
As of
Q4 2025
New Positions
294
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF | 3,847,441 | $100.9M | 27.48% |
| 2 | AVANTIS EMERGING MARKETS EQUITY ETF | 454,605 | $35.0M | 9.53% |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | 491,908 | $30.7M | 8.37% |
| 4 | AVANTIS U.S. SMALL CAP VALUE ETF | 225,449 | $23.0M | 6.26% |
| 5 | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 235,539 | $22.1M | 6.03% |
| 6 | ISHARES NATIONAL MUNI BOND ETF | 171,231 | $18.3M | 4.99% |
| 7 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 675,334 | $16.9M | 4.61% |
| 8 | SPDR S&P 500 ETF TRUST | 21,885 | $14.9M | 4.06% |
| 9 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 155,174 | $13.0M | 3.54% |
| 10 | ISHARES GLOBAL REIT ETF | 471,540 | $11.8M | 3.20% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (294)
$100.9M · 3.8M shares
$35.0M · 455K shares
$30.7M · 492K shares
$23.0M · 225K shares
$22.1M · 236K shares
$18.3M · 171K shares
$16.9M · 675K shares
$14.9M · 22K shares
$13.0M · 155K shares
$11.8M · 472K shares
$10.9M · 226K shares
$8.9M · 170K shares
$5.7M · 54K shares
$5.4M · 68K shares
$4.0M · 14K shares
$3.2M · 34K shares
$3.2M · 70K shares
$2.8M · 23K shares
$2.5M · 27K shares
$2.4M · 9K shares
$2.1M · 4K shares
$2.1M · 8K shares
$2.0M · 3K shares
$1.6M · 5K shares
$1.5M · 4K shares
$1.5M · 27K shares
$1.2M · 36K shares
$1.1M · 8K shares
$1.1M · 8K shares
$1.1M · 4K shares
$945K · 13K shares
$739K · 3K shares
$700K · 4K shares
$649K · 12K shares
$627K · 7K shares
$527K · 2K shares
$429K · 18K shares
$424K · 10K shares
$419K · 6K shares
$413K · 1K shares
$396K · 15K shares
$387K · 566 shares
$354K · 706 shares
$345K · 5K shares
$336K · 16K shares
$322K · 7K shares
$320K · 678 shares
$314K · 3K shares
$299K · 9K shares
$283K · 6K shares
$276K · 6K shares
$274K · 12K shares
$270K · 850 shares
$270K · 3K shares
$263K · 4K shares
$262K · 2K shares
$232K · 2K shares
$224K · 718 shares
$219K · 671 shares
$205K · 9K shares
$197K · 1K shares
$196K · 345 shares
$195K · 1K shares
$195K · 493 shares
$181K · 3K shares
$181K · 2K shares
$177K · 4K shares
$177K · 8K shares
$175K · 1K shares
$166K · 290 shares
$164K · 529 shares
$164K · 714 shares
$163K · 7K shares
$153K · 3K shares
$147K · 2K shares
$147K · 1K shares
$139K · 1K shares
$139K · 3K shares
$139K · 676 shares
$138K · 1K shares
$133K · 2K shares
$131K · 2K shares
$124K · 2K shares
$117K · 5K shares
$117K · 507 shares
$110K · 985 shares
$104K · 500 shares
$91K · 700 shares
$87K · 1K shares
$86K · 3K shares
$86K · 292 shares
$84K · 383 shares
$83K · 1K shares
$80K · 500 shares
$79K · 471 shares
$77K · 645 shares
$77K · 159 shares
$74K · 350 shares
$73K · 68 shares
$72K · 150 shares
$71K · 374 shares
$69K · 143 shares
$67K · 195 shares
$65K · 1K shares
$62K · 200 shares
$61K · 136 shares
$60K · 2K shares
$59K · 578 shares
$58K · 211 shares
$56K · 734 shares
$52K · 340 shares
$52K · 171 shares
$50K · 434 shares
$49K · 75 shares
$47K · 387 shares
$46K · 146 shares
$46K · 53 shares
$45K · 1K shares
$44K · 963 shares
$44K · 120 shares
$44K · 2K shares
$42K · 358 shares
$41K · 764 shares
$41K · 48 shares
$40K · 488 shares
$40K · 486 shares
$39K · 300 shares
$37K · 459 shares
$36K · 424 shares
$36K · 282 shares
$31K · 175 shares
$30K · 1K shares
$30K · 40 shares
$29K · 891 shares
$27K · 314 shares
$27K · 42 shares
$26K · 1K shares
$26K · 114 shares
$26K · 127 shares
$24K · 80 shares
$24K · 268 shares
$23K · 627 shares
$23K · 1K shares
$23K · 164 shares
$23K · 81 shares
$23K · 183 shares
$22K · 202 shares
$22K · 75 shares
$22K · 124 shares
$21K · 548 shares
$21K · 150 shares
$21K · 150 shares
$21K · 300 shares
$20K · 150 shares
$20K · 424 shares
$18K · 200 shares
$18K · 182 shares
$18K · 337 shares
$17K · 34 shares
$17K · 193 shares
$17K · 118 shares
$17K · 98 shares
$17K · 37 shares
$17K · 195 shares
$16K · 178 shares
$15K · 53 shares
$15K · 70 shares
$15K · 164 shares
$15K · 450 shares
$15K · 100 shares
$14K · 440 shares
$13K · 40 shares
$13K · 324 shares
$13K · 236 shares
$13K · 107 shares
$13K · 79 shares
$13K · 60 shares
$13K · 160 shares
$12K · 103 shares
$12K · 181 shares
$12K · 119 shares
$12K · 70 shares
$12K · 251 shares
$12K · 216 shares
$12K · 82 shares
$11K · 44 shares
$11K · 38 shares
$11K · 48 shares
$10K · 18 shares
$10K · 45 shares
$10K · 106 shares
$10K · 200 shares
$10K · 105 shares
$10K · 67 shares
$10K · 354 shares
$10K · 82 shares
$9K · 100 shares
$9K · 260 shares
$9K · 200 shares
$9K · 27 shares
$9K · 85 shares
$9K · 125 shares
$9K · 72 shares
$9K · 64 shares
$8K · 107 shares
$8K · 259 shares
$8K · 100 shares
$8K · 154 shares
$7K · 22 shares
$7K · 20 shares
$7K · 163 shares
$7K · 116 shares
$6K · 100 shares
$6K · 135 shares
$6K · 18 shares
$6K · 50 shares
$6K · 263 shares
$6K · 100 shares
$6K · 84 shares
$5K · 100 shares
$5K · 58 shares
$5K · 157 shares
$5K · 30 shares
$5K · 51 shares
$5K · 20 shares
$5K · 150 shares
$5K · 25 shares
$5K · 85 shares
$5K · 285 shares
$4K · 22 shares
$4K · 60 shares
$4K · 194 shares
$4K · 8 shares
$4K · 124 shares
$4K · 27 shares
$3K · 12 shares
$3K · 60 shares
$3K · 5 shares
$3K · 65 shares
$2K · 49 shares
$2K · 36 shares
$2K · 28 shares
$2K · 39 shares
$2K · 113 shares
$2K · 35 shares
$2K · 10 shares
$2K · 19 shares
$2K · 5 shares
$2K · 5 shares
$2K · 10 shares
$2K · 5 shares
$2K · 50 shares
$2K · 13 shares
$2K · 39 shares
$2K · 49 shares
$1K · 9 shares
$1K · 30 shares
$1K · 16 shares
$1K · 12 shares
$1K · 19 shares
$1K · 10 shares
$1K · 2 shares
$1K · 6 shares
$1K · 6 shares
$1K · 3 shares
$1K · 59 shares
$1K · 30 shares
$1K · 14 shares
$1K · 11 shares
$1K · 14 shares
$1K · 32 shares
$1K · 400 shares
$1K · 8 shares
$0 · 100 shares
$0 · 2 shares
$0 · 4 shares
$0 · 9 shares
$0 · 4 shares
$0 · 40 shares
$0 · 7 shares
$0 · 35 shares
$0 · 5 shares
$0 · 12 shares
$0 · 10 shares
$0 · 25 shares
$0 · 2 shares
$0 · 1 shares
$0 · 9 shares
$0 · 4 shares
$0 · 3 shares
$0 · 5 shares
$0 · 15 shares
$0 · 4 shares
$0 · 25 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 139 | $348.8M | 94.0% |
| Technology | 27 | $7.6M | 2.0% |
| Unknown | 15 | $5.5M | 1.5% |
| Industrials | 22 | $5.1M | 1.4% |
| Consumer Cyclical | 15 | $1.1M | 0.3% |
| Basic Materials | 10 | $809K | 0.2% |
| Healthcare | 25 | $644K | 0.2% |
| Communication Services | 11 | $582K | 0.2% |
| Energy | 5 | $543K | 0.1% |
| Consumer Defensive | 12 | $275K | 0.1% |
| Utilities | 9 | $237K | 0.1% |
| Real Estate | 4 | $4K | 0.0% |