Morton Brown Family Wealth, LLC
CIK: 0001909851Latest portfolio: $367.3M · Q4 2025
Holdings
294
Total Value
$367.3M
New Positions
292
Closed Positions
0
Top Holdings
View All 294 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SCHBSCHWAB U.S. BROAD MARKET ETF | 3,847,441 | $100.9M | 27.48% | NEW | |
| 2 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 454,605 | $35.0M | 9.53% | NEW | |
| 3 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 491,908 | $30.7M | 8.37% | NEW | |
| 4 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 225,449 | $23.0M | 6.26% | NEW | |
| 5 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 235,539 | $22.1M | 6.03% | NEW | |
| 6 | MUBISHARES NATIONAL MUNI BOND ETF | 171,231 | $18.3M | 4.99% | NEW | |
| 7 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 675,334 | $16.9M | 4.61% | NEW | |
| 8 | SPYSPDR S&P 500 ETF TRUST | 21,885 | $14.9M | 4.06% | NEW | |
| 9 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 155,174 | $13.0M | 3.54% | NEW | |
| 10 | REETISHARES GLOBAL REIT ETF | 471,540 | $11.8M | 3.20% | NEW | |
| 11 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 226,399 | $10.9M | 2.98% | NEW | |
| 12 | MUNIPIMCO INTERMED MUNI BOND | 170,176 | $8.9M | 2.43% | NEW | |
| 13 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 53,804 | $5.7M | 1.56% | NEW | |
| 14 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 67,779 | $5.4M | 1.47% | NEW | |
| 15 | EFAISHARES MSCI EAFE ETF | 33,827 | $3.2M | 0.88% | NEW | |
| 16 | SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 69,846 | $3.2M | 0.87% | NEW | |
| 17 | HDVISHARES CORE HIGH DIVIDEND ETF | 22,722 | $2.8M | 0.75% | NEW | |
| 18 | AQLTISHARES CORE MSCI EAFE ETF | 27,443 | $2.5M | 0.67% | NEW | |
| 19 | AAPLAPPLE INC COM | 8,804 | $2.4M | 0.65% | NEW | |
| 20 | MSFTMICROSOFT CORP COM | 4,433 | $2.1M | 0.58% | NEW | |
| 21 | VBVANGUARD SMALL-CAP ETF | 8,166 | $2.1M | 0.57% | NEW | |
| 22 | NDQINVESCO QQQ TRUST SERIES I | 3,234 | $2.0M | 0.54% | NEW | |
| 23 | VTIVANGUARD TOTAL STOCK MARKET ETF | 4,888 | $1.6M | 0.45% | NEW | |
| 24 | AVGOBROADCOM INC COM | 4,421 | $1.5M | 0.42% | NEW | |
| 25 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 27,386 | $1.5M | 0.40% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.393214315307002e+43T)
Healthcare0.0% ($2.191397347262617e+29T)
Industrials0.0% ($1.9619516611711084e+29T)
Unknown0.0% ($2.4551986354270197e+25T)
Consumer Cyclical0.0% ($52716416467612319744.0T)
Communication Services0.0% ($2241816249.4T)
Consumer Defensive0.0% ($14741412.4T)
Utilities0.0% ($834427.3T)
Basic Materials0.0% ($73942.2T)
Energy0.0% ($336.1T)
Real Estate0.0% ($2.1M)
Filing History
Fund Information
Morton Brown Family Wealth, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $367.3M across 294 holdings. The largest position is SCHWAB U.S. BROAD MARKET ETF (SCHB), representing 27.5% of the portfolio. Compared to the previous quarter, the fund opened 294 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.