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CIK: 0001909851
Total reported value
$441.1M
$441.1M
271 檔
36.4%
The Q3 2024 SEC filing reveals that Morton Brown Family Wealth, LLC held a total portfolio value of $441.1M, covering 271 public equity positions.
In Q3 2024, Morton Brown Family Wealth, LLC displayed an active expansion posture, initiating 5 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 27.26% | +1.33% | +8.33% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.94% | +0.60% | +5.25% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.55% | +0.01% | +6.53% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 7.24% | +0.03% | +6.74% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.05% | +0.19% | +18.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.52% | -0.07% | -0.42% | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.26% | -0.41% | +171.85% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.93% | -0.35% | +8.09% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 3.53% | — | +5.32% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.70% | -0.17% | +20.21% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.44% | -0.21% | -17.94% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.33% | -0.18% | +8.77% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.20% | -0.23% | +304.76% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.57% | -0.10% | -60.75% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.19% | -0.09% | -3.75% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.12% | -0.09% | -0.21% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 1.04% | -0.12% | -0.72% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.84% | -0.06% | -2.96% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.74% | -0.03% | -0.08% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | — | -0.17% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.03% | +0.69% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | -0.02% | -0.04% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | +0.01% | +1.60% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.46% | -0.03% | -11.92% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.04% | -16.17% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.45% | -0.01% | -37.45% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.38% | — | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.37% | +0.01% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.06% | +20.64% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | +0.04% | +2.67% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.31% | -0.03% | +1100.41% | |
| 32 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.27% | -0.01% | +0.44% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.21% | -0.01% | — | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.20% | — | -3.38% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | — | |
| 36 | CAPL | Crossamerica Partners LP | Stock-Other | 0.15% | -0.04% | — | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.15% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.01% | — | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | — | +1.23% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | -0.03% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.04% | +0.08% | |
| 42 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.13% | — | +4.54% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.10% | — | +0.71% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.10% | — | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.09% | -0.01% | +0.42% | |
| 46 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.09% | — | — | |
| 47 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.09% | — | — | |
| 48 | FTGC | First Trust Global Tactical | ETF-Other | 0.09% | -0.01% | -0.43% | |
| 49 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.09% | — | -15.17% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.09% | — | — |
According to official SEC Form 13F filings, Morton Brown Family Wealth, LLC reported a total U.S. public equity portfolio value of $441.1M across 271 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, AVEM, VEA) accounted for 36.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
CMA
市值: $137.7K
Top Position Liquidated / Trimmed
ESGV
前期市值: $246.8K
During Q3 2024, Morton Brown Family Wealth, LLC's top holdings by market value included SCHB (27.3%)、AVEM (8.9%)、VEA (7.5%). The largest single position, SCHB, represented 27.3% of total portfolio value.
In Q3 2024, Morton Brown Family Wealth, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 24 positions, trimming 16 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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