Institutions / Morton Brown Family Wealth, LLC

Morton Brown Family Wealth, LLC

CIK 1909851 · Institution · as of Dec 31, 2025

Portfolio value

$367.25M

Positions

294

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 294 →

Company	Class	Value	Shares	% of portfolio
Schwab U.S. Broad Market ETF	—	$100.92M	3,847,441	27.5%
Avantis Emerging Markets Equity ETF	—	$35.01M	454,605	9.5%
Vanguard Ftse Developed Markets ETF	—	$30.73M	491,908	8.4%
Avantis U.S. Small Cap Value ETF	—	$22.99M	225,449	6.3%
Avantis International Small Cap Value ETF	—	$22.13M	235,539	6.0%
iShares National Muni Bond ETF	—	$18.34M	171,231	5.0%
Schwab Intermediate-Term US Treasury ETF	—	$16.94M	675,334	4.6%
SPDR S&P 500 ETF Trust	—	$14.92M	21,885	4.1%
Vanguard Intermediate-Term Corporate Bond ETF	—	$13.00M	155,174	3.5%
iShares Global REIT ETF	—	$11.76M	471,540	3.2%
Vanguard Total International Bond ETF	—	$10.94M	226,399	3.0%
PIMCO Intermed Muni Bond	—	$8.92M	170,176	2.4%
iShares MSCI UAE ETF	—	$5.74M	53,804	1.6%
Vanguard Short-Term Corporate Bond ETF	—	$5.40M	67,779	1.5%
iShares MSCI Eafe ETF	—	$3.25M	33,827	0.9%
Schwab International Small-Cap Equity ETF	—	$3.18M	69,846	0.9%
iShares Core High Dividend ETF	—	$2.76M	22,722	0.8%
iShares Core MSCI Eafe ETF	—	$2.46M	27,443	0.7%
Apple Inc.	—	$2.39M	8,804	0.7%
Microsoft Corp	—	$2.14M	4,433	0.6%
Vanguard Small-Cap ETF	—	$2.11M	8,166	0.6%
Invesco Qqq Trust Series I	—	$1.99M	3,234	0.5%
Vanguard Total Stock Market ETF	—	$1.64M	4,888	0.4%
Broadcom Inc.	—	$1.53M	4,421	0.4%
Vanguard Ftse Emerging Markets ETF	—	$1.47M	27,386	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.