Morton Brown Family Wealth, LLC Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$367.3M

Holdings

294

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (294 positions)

#	Stock	Shares	Value	% Portfolio
1	SCHBSCHWAB U.S. BROAD MARKET ETF	3,847,441	$100.9M	27.48%
2	AVEMAVANTIS EMERGING MARKETS EQUITY ETF	454,605	$35.0M	9.53%
3	VEAVANGUARD FTSE DEVELOPED MARKETS ETF	491,908	$30.7M	8.37%
4	AVUVAVANTIS U.S. SMALL CAP VALUE ETF	225,449	$23.0M	6.26%
5	AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF	235,539	$22.1M	6.03%
6	MUBISHARES NATIONAL MUNI BOND ETF	171,231	$18.3M	4.99%
7	SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF	675,334	$16.9M	4.61%
8	SPYSPDR S&P 500 ETF TRUST	21,885	$14.9M	4.06%
9	VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	155,174	$13.0M	3.54%
10	REETISHARES GLOBAL REIT ETF	471,540	$11.8M	3.20%
11	BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF	226,399	$10.9M	2.98%
12	MUNIPIMCO INTERMED MUNI BOND	170,176	$8.9M	2.43%
13	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	53,804	$5.7M	1.56%
14	VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF	67,779	$5.4M	1.47%
15	EFAISHARES MSCI EAFE ETF	33,827	$3.2M	0.88%
16	SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	69,846	$3.2M	0.87%
17	HDVISHARES CORE HIGH DIVIDEND ETF	22,722	$2.8M	0.75%
18	AQLTISHARES CORE MSCI EAFE ETF	27,443	$2.5M	0.67%
19	AAPLAPPLE INC COM	8,804	$2.4M	0.65%
20	MSFTMICROSOFT CORP COM	4,433	$2.1M	0.58%
21	VBVANGUARD SMALL-CAP ETF	8,166	$2.1M	0.57%
22	NDQINVESCO QQQ TRUST SERIES I	3,234	$2.0M	0.54%
23	VTIVANGUARD TOTAL STOCK MARKET ETF	4,888	$1.6M	0.45%
24	AVGOBROADCOM INC COM	4,421	$1.5M	0.42%
25	VWOVANGUARD FTSE EMERGING MARKETS ETF	27,386	$1.5M	0.40%
26	DFSVDIMENSIONAL US SMALL CAP VALUE ETF	36,195	$1.2M	0.32%
27	VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	7,978	$1.1M	0.31%
28	ESGUISHARES ESG AWARE MSCI USA ETF	7,662	$1.1M	0.31%
29	IWMISHARES RUSSELL 2000 ETF	4,346	$1.1M	0.29%
30	VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF	12,530	$945K	0.26%
31	APDAIR PRODS & CHEMS INC COM	2,993	$739K	0.20%
32	NVDANVIDIA CORPORATION COM	3,754	$700K	0.19%
33	BACBANK AMERICA CORP COM	11,818	$649K	0.18%
34	ESGDISHARES ESG AWARE MSCI EAFE ETF	6,602	$627K	0.17%
35	MCDMCDONALDS CORP COM	1,727	$527K	0.14%
36	SCHFSCHWAB INTERNATIONAL EQUITY ETF	17,884	$429K	0.12%
37	AVREAVANTIS REAL ESTATE ETF	9,756	$424K	0.12%
38	AORISHARES CORE 60/40 BALANCED ALLOCATION ETF	6,456	$419K	0.11%
39	VOTVANGUARD MID-CAP GROWTH ETF	1,480	$413K	0.11%
40	SCHXSCHWAB U.S. LARGE-CAP ETF	14,743	$396K	0.11%
41	IVVISHARES CORE S&P 500 ETF	566	$387K	0.11%
42	BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW	706	$354K	0.10%
43	EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	5,400	$345K	0.09%
44	CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT	16,313	$336K	0.09%
45	SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	7,260	$322K	0.09%
46	IWFISHARES RUSSELL 1000 GROWTH ETF	678	$320K	0.09%
47	SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	3,452	$314K	0.09%
48	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	9,185	$299K	0.08%
49	ESGEISHARES ESG AWARE MSCI EM ETF	6,416	$283K	0.08%
50	ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF	6,023	$276K	0.08%
51	SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF	11,934	$274K	0.07%
52	IDIINTERDIGITAL INC COM	850	$270K	0.07%
53	VNQVANGUARD REAL ESTATE ETF	3,052	$270K	0.07%
54	IJHISHARES CORE S&P MID-CAP ETF	3,997	$263K	0.07%
55	IJSISHARES S&P SMALL-CAP 600 VALUE ETF	2,304	$262K	0.07%
56	IVOGVANGUARD S&P MID-CAP 400 GROWTH ETF	1,936	$232K	0.06%
57	GOOGLALPHABET INC CAP STK CL A	718	$224K	0.06%
58	AMGNAMGEN INC COM	671	$219K	0.06%
59	SPHYSTATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF	8,680	$205K	0.06%
60	QCOMQUALCOMM INC COM	1,156	$197K	0.05%
61	NOCNORTHROP GRUMMAN CORP COM	345	$196K	0.05%
62	RTXRTX CORPORATION COM	1,064	$195K	0.05%
63	GQ9SPDR GOLD SHARES	493	$195K	0.05%
64	ACWXISHARES MSCI ACWI EX U.S. ETF	2,698	$181K	0.05%
65	DISDISNEY WALT CO COM	1,597	$181K	0.05%
66	SUSCISHARES ESG AWARE USD CORPORATE BOND ETF	7,571	$177K	0.05%
67	BGRNISHARES TRUST ISHARES USD GREEN BOND ETF	3,705	$177K	0.05%
68	IEIISHARES 3-7 YEAR TREASURY BOND ETF	1,470	$175K	0.05%
69	CATCATERPILLAR INC COM	290	$166K	0.05%
70	AMZNAMAZON COM INC COM	714	$164K	0.04%
71	MARMARRIOTT INTL INC NEW CL A	529	$164K	0.04%
72	FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND	7,059	$163K	0.04%
73	VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF	2,565	$153K	0.04%
74	WMTWALMART INC COM	1,325	$147K	0.04%
75	DLSWISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND	1,820	$147K	0.04%
76	JNJJOHNSON & JOHNSON COM	676	$139K	0.04%
77	VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF	1,151	$139K	0.04%
78	VTEBVANGUARD TAX-EXEMPT BOND ETF	2,771	$139K	0.04%
79	XOMEXXON MOBIL CORP COM	1,150	$138K	0.04%
80	IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	2,486	$133K	0.04%
81	CMACOMERICA INC COM	1,513	$131K	0.04%
82	DGROISHARES CORE DIVIDEND GROWTH ETF	1,790	$124K	0.03%
83	UNPUNION PAC CORP COM	507	$117K	0.03%
84	SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	4,675	$117K	0.03%
85	PAYXPAYCHEX INC COM	985	$110K	0.03%
86	VXFVANGUARD EXTENDED MARKET ETF	500	$104K	0.03%
87	AWCAMERICAN WTR WKS CO INC NEW COM	700	$91K	0.02%
88	GLWCORNING INC COM	1,000	$87K	0.02%
89	SCHMSCHWAB U.S. MID-CAP ETF	2,880	$86K	0.02%
90	IBMINTERNATIONAL BUSINESS MACHS COM	292	$86K	0.02%
91	VIGVANGUARD DIVIDEND APPRECIATION ETF	383	$84K	0.02%
92	NEENEXTERA ENERGY INC COM	1,035	$83K	0.02%
93	MMM3M CO COM	500	$80K	0.02%
94	IUSGISHARES CORE S&P U.S. GROWTH ETF	471	$79K	0.02%
95	IJRISHARES CORE S&P SMALL CAP ETF	645	$77K	0.02%
96	A4SAMERIPRISE FINL INC COM	159	$77K	0.02%
97	AMDADVANCED MICRO DEVICES INC COM	350	$74K	0.02%
98	LLYELI LILLY & CO COM	68	$73K	0.02%
99	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	150	$72K	0.02%
100	VTVVANGUARD VALUE ETF	374	$71K	0.02%

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