Morton Brown Family Wealth, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$378.4M
Q ending 2026-03-31
Prior quarter
$367.3M
Q ending 2025-12-31
Change
+3.0% QoQ · +28.6% YoY
Positions
292
reported holdings
Largest positions
Top 100 of 292 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab U.S. Broad Market Etf | SCHB | Shares | $100.8M | 4.0M |
| Avantis Emerging Markets Equity Et | AVEM | Shares | $37.5M | 465K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $32.5M | 508K |
| Avantis U.S. Small Cap Value Etf | AVUV | Shares | $25.7M | 233K |
| Avantis International Small Cap Va | AVDV | Shares | $24.1M | 241K |
| Ishares National Muni Bond Etf | MUB | Shares | $18.6M | 175K |
| Schwab Intermediate-Term Us Treasu | SCHR | Shares | $17.5M | 702K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $14.4M | 22K |
| Vanguard Intermediate-Term Corpora | VCIT | Shares | $13.5M | 163K |
| Ishares Global Reit Etf | REET | Shares | $12.3M | 491K |
| Vanguard Total International Bond | BNDX | Shares | $11.4M | 236K |
| Pimco Intermed Muni Bond | MUNI | Shares | $9.4M | 181K |
| Ishares Short-Term National Muni B | SUB | Shares | $5.9M | 55K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $5.5M | 70K |
| Ishares Msci Eafe Etf | EFA | Shares | $3.3M | 34K |
| Schwab International Small-Cap Equ | SCHC | Shares | $3.2M | 69K |
| Ishares Core High Dividend Etf | HDV | Shares | $3.0M | 22K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $2.5M | 27K |
| Apple Inc Com | AAPL | Shares | $2.2M | 9K |
| Vanguard Small-Cap Etf | VB | Shares | $2.1M | 8K |
| Invesco Qqq Trust Series I | QQQ | Shares | $1.9M | 3K |
| Microsoft Corp Com | MSFT | Shares | $1.6M | 4K |
| Vanguard Total Stock Market Etf | VTI | Shares | $1.6M | 5K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $1.4M | 27K |
| Broadcom Inc Com | AVGO | Shares | $1.3M | 4K |
| Dimensional Us Small Cap Value Etf | DFSV | Shares | $1.3M | 36K |
| Vanguard Ftse All-World Ex-Us Smal | VSS | Shares | $1.2M | 8K |
| Ishares Russell 2000 Etf | IWM | Shares | $1.1M | 4K |
| Ishares Esg Aware Msci Usa Etf | ESGU | Shares | $1.0M | 7K |
| Vanguard Total International Stock | VXUS | Shares | $955K | 12K |
| Air Products And Chemicals Inc Com | APD | Shares | $869K | 3K |
| Nvidia Corporation Com | NVDA | Shares | $619K | 4K |
| Ishares Esg Aware Msci Eafe Etf | ESGD | Shares | $595K | 6K |
| Bank Of Amer Corp Com | BAC | Shares | $576K | 12K |
| Mcdonalds Corp Com | MCD | Shares | $537K | 2K |
| Schwab International Equity Etf | SCHF | Shares | $443K | 18K |
| Avantis Real Estate Etf | AVRE | Shares | $426K | 10K |
| Ishares Core 60/40 Balanced Alloca | AOR | Shares | $416K | 6K |
| Vanguard Mid-Cap Growth Etf | VOT | Shares | $381K | 1K |
| Ishares Core S&P 500 Etf | IVV | Shares | $356K | 545 |
| Ishares Msci Emerging Markets Min | EEMV | Shares | $350K | 5K |
| State Street Spdr Portfolio Develo | SPDW | Shares | $341K | 7K |
| Crossamerica Partners Lp Ut Ltd Pt | CAPL | Shares | $339K | 16K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $338K | 706 |
| State Street Spdr S&P 600 Small Ca | SLYV | Shares | $322K | 3K |
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $317K | 12K |
| Vanguard Tax-Exempt Bond Etf | VTEB | Shares | $300K | 6K |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $289K | 678 |
| Ishares Esg Aware Msci Em Etf | ESGE | Shares | $275K | 6K |
| Schwab 5-10 Year Corporate Bond Et | SCHI | Shares | $273K | 12K |
| Ishares S&P Small-Cap 600 Value Et | IJS | Shares | $273K | 2K |
| Vanguard Real Estate Etf | VNQ | Shares | $271K | 3K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $268K | 9K |
| Ishares Esg Aware Msci Usa Small-C | ESML | Shares | $262K | 6K |
| Interdigital Inc Com | IDCC | Shares | $257K | 850 |
| Vanguard S&P Mid-Cap 400 Growth Et | IVOG | Shares | $242K | 2K |
| Amgen Inc Com | AMGN | Shares | $236K | 671 |
| Northrop Grumman Corp Com | NOC | Shares | $236K | 345 |
| Ishares Trust Ishares Usd Green Bo | BGRN | Shares | $232K | 5K |
| Ishares Esg Aware Usd Corporate Bo | SUSC | Shares | $231K | 10K |
| Spdr Gold Shares | GLD | Shares | $212K | 493 |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $212K | 736 |
| Caterpillar Inc Com | CAT | Shares | $205K | 290 |
| State Street Spdr Portfolio High Y | SPHY | Shares | $205K | 9K |
| Rtx Corporation Com | RTX | Shares | $204K | 1K |
| First Trust Global Tactical Commod | FTGC | Shares | $203K | 7K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $202K | 3K |
| Exxon Mobil Corp Com | XOM | Shares | $195K | 1K |
| Ishares Msci Acwi Ex U.S. Etf | ACWX | Shares | $185K | 3K |
| Ishares 3-7 Year Treasury Bond Etf | IEI | Shares | $174K | 1K |
| Disney Walt Co Com | DIS | Shares | $173K | 2K |
| Marriott Intl Inc New Cl A | MAR | Shares | $173K | 529 |
| Johnson & Johnson Com | JNJ | Shares | $165K | 676 |
| Walmart Inc Com | WMT | Shares | $165K | 1K |
| Ishares Esg Aware 1-5 Year Usd Cor | SUSB | Shares | $155K | 6K |
| Vanguard Intermediate-Term Treasur | VGIT | Shares | $153K | 3K |
| Qualcomm Inc Com | QCOM | Shares | $149K | 1K |
| Amazon Com Inc Com | AMZN | Shares | $149K | 714 |
| Wisdomtree International Smallcap | DLS | Shares | $148K | 2K |
| Vanguard S&P Small-Cap 600 Growth | VIOG | Shares | $143K | 1K |
| Corning Inc Com | GLW | Shares | $136K | 1K |
| Ishares 5-10 Year Investment Grade | IGIB | Shares | $132K | 2K |
| Fifth Third Bancorp Com | FITB | Shares | $131K | 3K |
| Ishares Core Dividend Growth Etf | DGRO | Shares | $126K | 2K |
| Union Pac Corp Com | UNP | Shares | $123K | 508 |
| State Street Spdr Nuveen Ice High | HYMB | Shares | $122K | 5K |
| Vanguard Extended Market Etf | VXF | Shares | $103K | 500 |
| Nextera Energy Inc Com | NEE | Shares | $96K | 1K |
| American Wtr Wks Co Inc New Com | AWK | Shares | $95K | 700 |
| Paychex Inc Com | PAYX | Shares | $91K | 985 |
| Schwab U.S. Mid-Cap Etf | SCHM | Shares | $89K | 3K |
| Jpmorgan Chase & Co Com | JPM | Shares | $87K | 296 |
| Seagate Technology Hldngs Plc Ord | Shares | $83K | 211 | |
| Ishares U.S. Technology Etf | IYW | Shares | $82K | 452 |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $81K | 377 |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $79K | 636 |
| Village Super Mkt Inc Cl A New | VLGEA | Shares | $77K | 2K |
| Vanguard Value Etf | VTV | Shares | $74K | 375 |
| Ishares Core S&P U.S. Growth Etf | IUSG | Shares | $73K | 471 |
| 3M Co Com | MMM | Shares | $73K | 500 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.