Morton Brown Family Wealth, LLC Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$367.3B
Holdings
294
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (294 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHBSCHWAB U.S. BROAD MARKET ETF | 3,847,441 | $100.9B | 27.48% | |
| 2 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 454,605 | $35.0B | 9.53% | |
| 3 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 491,908 | $30.7B | 8.37% | |
| 4 | AVUVAVANTIS U.S. SMALL CAP VALUE ETF | 225,449 | $23.0B | 6.26% | |
| 5 | AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 235,539 | $22.1B | 6.03% | |
| 6 | MUBISHARES NATIONAL MUNI BOND ETF | 171,231 | $18.3B | 4.99% | |
| 7 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 675,334 | $16.9B | 4.61% | |
| 8 | SPYSPDR S&P 500 ETF TRUST | 21,885 | $14.9B | 4.06% | |
| 9 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 155,174 | $13.0B | 3.54% | |
| 10 | REETISHARES GLOBAL REIT ETF | 471,540 | $11.8B | 3.20% | |
| 11 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 226,399 | $10.9B | 2.98% | |
| 12 | MUNIPIMCO INTERMED MUNI BOND | 170,176 | $8.9B | 2.43% | |
| 13 | SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 53,804 | $5.7B | 1.56% | |
| 14 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 67,779 | $5.4B | 1.47% | |
| 15 | EFAISHARES MSCI EAFE ETF | 33,827 | $3.2B | 0.88% | |
| 16 | SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 69,846 | $3.2B | 0.87% | |
| 17 | HDVISHARES CORE HIGH DIVIDEND ETF | 22,722 | $2.8B | 0.75% | |
| 18 | AQLTISHARES CORE MSCI EAFE ETF | 27,443 | $2.5B | 0.67% | |
| 19 | AAPLAPPLE INC COM | 8,804 | $2.4B | 0.65% | |
| 20 | MSFTMICROSOFT CORP COM | 4,433 | $2.1B | 0.58% | |
| 21 | VBVANGUARD SMALL-CAP ETF | 8,166 | $2.1B | 0.57% | |
| 22 | NDQINVESCO QQQ TRUST SERIES I | 3,234 | $2.0B | 0.54% | |
| 23 | VTIVANGUARD TOTAL STOCK MARKET ETF | 4,888 | $1.6B | 0.45% | |
| 24 | AVGOBROADCOM INC COM | 4,421 | $1.5B | 0.42% | |
| 25 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 27,386 | $1.5B | 0.40% | |
| 26 | DFSVDIMENSIONAL US SMALL CAP VALUE ETF | 36,195 | $1.2B | 0.32% | |
| 27 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 7,978 | $1.1B | 0.31% | |
| 28 | ESGUISHARES ESG AWARE MSCI USA ETF | 7,662 | $1.1B | 0.31% | |
| 29 | IWMISHARES RUSSELL 2000 ETF | 4,346 | $1.1B | 0.29% | |
| 30 | VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | 12,530 | $945.0M | 0.26% | |
| 31 | APDAIR PRODS & CHEMS INC COM | 2,993 | $739.0M | 0.20% | |
| 32 | NVDANVIDIA CORPORATION COM | 3,754 | $700.0M | 0.19% | |
| 33 | BACBANK AMERICA CORP COM | 11,818 | $649.0M | 0.18% | |
| 34 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 6,602 | $627.0M | 0.17% | |
| 35 | MCDMCDONALDS CORP COM | 1,727 | $527.0M | 0.14% | |
| 36 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 17,884 | $429.0M | 0.12% | |
| 37 | AVREAVANTIS REAL ESTATE ETF | 9,756 | $424.0M | 0.12% | |
| 38 | AORISHARES CORE 60/40 BALANCED ALLOCATION ETF | 6,456 | $419.0M | 0.11% | |
| 39 | VOTVANGUARD MID-CAP GROWTH ETF | 1,480 | $413.0M | 0.11% | |
| 40 | SCHXSCHWAB U.S. LARGE-CAP ETF | 14,743 | $396.0M | 0.11% | |
| 41 | IVVISHARES CORE S&P 500 ETF | 566 | $387.0M | 0.11% | |
| 42 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 706 | $354.0M | 0.10% | |
| 43 | EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 5,400 | $345.0M | 0.09% | |
| 44 | CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT | 16,313 | $336.0M | 0.09% | |
| 45 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7,260 | $322.0M | 0.09% | |
| 46 | IWFISHARES RUSSELL 1000 GROWTH ETF | 678 | $320.0M | 0.09% | |
| 47 | SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 3,452 | $314.0M | 0.09% | |
| 48 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 9,185 | $299.0M | 0.08% | |
| 49 | ESGEISHARES ESG AWARE MSCI EM ETF | 6,416 | $283.0M | 0.08% | |
| 50 | ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 6,023 | $276.0M | 0.08% | |
| 51 | SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF | 11,934 | $274.0M | 0.07% | |
| 52 | IDIINTERDIGITAL INC COM | 850 | $270.0M | 0.07% | |
| 53 | VNQVANGUARD REAL ESTATE ETF | 3,052 | $270.0M | 0.07% | |
| 54 | IJHISHARES CORE S&P MID-CAP ETF | 3,997 | $263.0M | 0.07% | |
| 55 | IJSISHARES S&P SMALL-CAP 600 VALUE ETF | 2,304 | $262.0M | 0.07% | |
| 56 | IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF | 1,936 | $232.0M | 0.06% | |
| 57 | GOOGLALPHABET INC CAP STK CL A | 718 | $224.0M | 0.06% | |
| 58 | AMGNAMGEN INC COM | 671 | $219.0M | 0.06% | |
| 59 | SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 8,680 | $205.0M | 0.06% | |
| 60 | QCOMQUALCOMM INC COM | 1,156 | $197.0M | 0.05% | |
| 61 | NOCNORTHROP GRUMMAN CORP COM | 345 | $196.0M | 0.05% | |
| 62 | RTXRTX CORPORATION COM | 1,064 | $195.0M | 0.05% | |
| 63 | GQ9SPDR GOLD SHARES | 493 | $195.0M | 0.05% | |
| 64 | ACWXISHARES MSCI ACWI EX U.S. ETF | 2,698 | $181.0M | 0.05% | |
| 65 | DISDISNEY WALT CO COM | 1,597 | $181.0M | 0.05% | |
| 66 | SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | 7,571 | $177.0M | 0.05% | |
| 67 | BGRNISHARES TRUST ISHARES USD GREEN BOND ETF | 3,705 | $177.0M | 0.05% | |
| 68 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 1,470 | $175.0M | 0.05% | |
| 69 | CATCATERPILLAR INC COM | 290 | $166.0M | 0.05% | |
| 70 | AMZNAMAZON COM INC COM | 714 | $164.0M | 0.04% | |
| 71 | MARMARRIOTT INTL INC NEW CL A | 529 | $164.0M | 0.04% | |
| 72 | FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 7,059 | $163.0M | 0.04% | |
| 73 | VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | 2,565 | $153.0M | 0.04% | |
| 74 | WMTWALMART INC COM | 1,325 | $147.0M | 0.04% | |
| 75 | DLSWISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 1,820 | $147.0M | 0.04% | |
| 76 | JNJJOHNSON & JOHNSON COM | 676 | $139.0M | 0.04% | |
| 77 | VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF | 1,151 | $139.0M | 0.04% | |
| 78 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 2,771 | $139.0M | 0.04% | |
| 79 | XOMEXXON MOBIL CORP COM | 1,150 | $138.0M | 0.04% | |
| 80 | IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2,486 | $133.0M | 0.04% | |
| 81 | CMACOMERICA INC COM | 1,513 | $131.0M | 0.04% | |
| 82 | DGROISHARES CORE DIVIDEND GROWTH ETF | 1,790 | $124.0M | 0.03% | |
| 83 | UNPUNION PAC CORP COM | 507 | $117.0M | 0.03% | |
| 84 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 4,675 | $117.0M | 0.03% | |
| 85 | PAYXPAYCHEX INC COM | 985 | $110.0M | 0.03% | |
| 86 | VXFVANGUARD EXTENDED MARKET ETF | 500 | $104.0M | 0.03% | |
| 87 | AWCAMERICAN WTR WKS CO INC NEW COM | 700 | $91.0M | 0.02% | |
| 88 | GLWCORNING INC COM | 1,000 | $87.0M | 0.02% | |
| 89 | SCHMSCHWAB U.S. MID-CAP ETF | 2,880 | $86.0M | 0.02% | |
| 90 | IBMINTERNATIONAL BUSINESS MACHS COM | 292 | $86.0M | 0.02% | |
| 91 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 383 | $84.0M | 0.02% | |
| 92 | NEENEXTERA ENERGY INC COM | 1,035 | $83.0M | 0.02% | |
| 93 | MMM3M CO COM | 500 | $80.0M | 0.02% | |
| 94 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 471 | $79.0M | 0.02% | |
| 95 | IJRISHARES CORE S&P SMALL CAP ETF | 645 | $77.0M | 0.02% | |
| 96 | A4SAMERIPRISE FINL INC COM | 159 | $77.0M | 0.02% | |
| 97 | AMDADVANCED MICRO DEVICES INC COM | 350 | $74.0M | 0.02% | |
| 98 | LLYELI LILLY & CO COM | 68 | $73.0M | 0.02% | |
| 99 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 150 | $72.0M | 0.02% | |
| 100 | VTVVANGUARD VALUE ETF | 374 | $71.0M | 0.02% |
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