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 | Value |
|---|---|
VUGVANGUARD GROWTH ETF | $69K |
HDHOME DEPOT INC COM | $67K |
XYZBLOCK INC CL A | $65K |
GOOGALPHABET INC CAP STK CL C | $62K |
TSLATESLA INC COM | $61K |
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $60K |
IUSVISHARES CORE S&P US VALUE ETF | $59K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $58K |
CSCOCISCO SYS INC COM | $56K |
GEGE AEROSPACE COM NEW | $52K |
XLVSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $52K |
OLEDUNIVERSAL DISPLAY CORP COM | $50K |
METAMETA PLATFORMS INC CL A | $49K |
GILDGILEAD SCIENCES INC COM | $47K |
GSGOLDMAN SACHS GROUP INC COM | $46K |
JPMJPMORGAN CHASE & CO. COM | $46K |
SEIVSEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | $45K |
SEIMSEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | $44K |
TLNTALEN ENERGY CORP COM | $44K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $44K |
WPMWHEATON PRECIOUS METALS CORP COM | $42K |
COSTCOSTCO WHSL CORP NEW COM | $41K |
MDLZMONDELEZ INTL INC CL A | $41K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $40K |
IMCBISHARES MORNINGSTAR MID-CAP ETF | $40K |
EMREMERSON ELEC CO COM | $39K |
OMCOMNICOM GROUP INC COM | $37K |
PSXPHILLIPS 66 COM | $36K |
GDXVANECK GOLD MINERS ETF | $36K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $31K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $30K |
SCHASCHWAB U.S. SMALL-CAP ETF | $30K |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $29K |
SOSOUTHERN CO COM | $27K |
GEVGE VERNOVA INC COM | $27K |
IWDISHARES RUSSELL 1000 VALUE ETF | $26K |
ABBVABBVIE INC COM | $26K |
PFEPFIZER INC COM | $26K |
WWDWOODWARD INC COM | $24K |
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $24K |
MUMICRON TECHNOLOGY INC COM | $23K |
KEYKEYCORP COM | $23K |
TPRTAPESTRY INC COM | $23K |
PGPROCTER AND GAMBLE CO COM | $23K |
UGIUGI CORP NEW COM | $23K |
VPUVANGUARD UTILITIES ETF | $22K |
SOXXISHARES SEMICONDUCTOR ETF | $22K |
GDXJVANECK JUNIOR GOLD MINERS ETF | $22K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $21K |
SEIQSEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF | $21K |
OKLOOKLO INC COM CL A | $21K |
QQEWFIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | $21K |
ABNBAIRBNB INC COM CL A | $20K |
TFCTRUIST FINL CORP COM | $20K |
NFLXNETFLIX INC COM | $18K |
USBUS BANCORP DEL COM NEW | $18K |
UPSUNITED PARCEL SERVICE INC CL B | $18K |
CVXCHEVRON CORP NEW COM | $17K |
DEDEERE & CO COM | $17K |
DWDMORGAN STANLEY COM NEW | $17K |
AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | $17K |
AZNASTRAZENECA PLC SPONSORED ADR | $17K |
CMICUMMINS INC COM | $17K |
COPCONOCOPHILLIPS COM | $16K |
VOVANGUARD MID-CAP ETF | $15K |
NRANRG ENERGY INC COM NEW | $15K |
RGLDROYAL GOLD INC COM | $15K |
WTVWISDOMTREE US VALUE FUND OF BENEF INTEREST | $15K |
VKTXVIKING THERAPEUTICS INC COM | $15K |
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $14K |
BABOEING CO COM | $13K |
SBUXSTARBUCKS CORP COM | $13K |
STTSTATE STR CORP COM | $13K |
FDVVFIDELITY HIGH DIVIDEND ETF | $13K |
IBBISHARES BIOTECHNOLOGY ETF | $13K |
ABGCENCORA INC COM | $13K |
BACVERIZON COMMUNICATIONS INC COM | $13K |
MRKMERCK & CO INC COM | $12K |
USXFISHARES ESG ADVANCED MSCI USA ETF | $12K |
TSCOTRACTOR SUPPLY CO COM | $12K |
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $12K |
ABTABBOTT LABS COM | $12K |
IWNISHARES RUSSELL 2000 VALUE ETF | $12K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $12K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $11K |
SAPSAP SE SPON ADR | $11K |
CRMSALESFORCE INC COM | $11K |
4I1PHILIP MORRIS INTL INC COM | $10K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $10K |
ISRGINTUITIVE SURGICAL INC COM NEW | $10K |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $10K |
IVWISHARES S&P 500 GROWTH ETF | $10K |
BMYBRISTOL-MYERS SQUIBB CO COM | $10K |
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $10K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $10K |
PRUPRUDENTIAL FINL INC COM | $9K |
GDGENERAL DYNAMICS CORP COM | $9K |
PPLPPL CORP COM | $9K |
IBITISHARES BITCOIN TRUST ETF | $9K |
XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $9K |