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CIK: 0001909851
Total reported value
$441.1M
$441.1M
284 檔
37.4%
During the Q4 2024 filing period, Morton Brown Family Wealth, LLC (CIK: 0001909851) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $441.1M across 284 reported positions.
In Q4 2024, Morton Brown Family Wealth, LLC displayed an active expansion posture, initiating 5 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 28.25% | +1.33% | +209.64% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.40% | +0.60% | +5.18% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 7.42% | +0.03% | +6.68% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.06% | +0.01% | +5.25% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.35% | +0.19% | +6.45% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.57% | -0.41% | +18.66% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.36% | -0.07% | -3.66% | |
| 8 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.91% | -0.35% | +111.48% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 3.27% | — | +5.23% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.87% | -0.17% | +13.12% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.55% | -0.23% | +21.04% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.51% | -0.18% | +12.81% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 2.19% | -0.21% | -8.07% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.26% | -0.09% | +10.13% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.96% | -0.10% | -29.91% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | -0.09% | -5.50% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 0.92% | -0.12% | -5.38% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.79% | -0.03% | +0.60% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -0.06% | -0.59% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.70% | — | -1.29% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.54% | +0.01% | +12.52% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.03% | -6.31% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.04% | -10.47% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.02% | -2.39% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.39% | -0.03% | -5.13% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.36% | — | -7.01% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.06% | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | +0.01% | -7.65% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.33% | -0.01% | -24.62% | |
| 30 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.29% | -0.03% | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | +0.04% | +0.03% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.21% | — | -0.17% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.19% | — | +1.56% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.17% | -0.01% | -5.91% | |
| 35 | CAPL | Crossamerica Partners LP | Stock-Other | 0.15% | -0.04% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.01% | — | |
| 38 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.14% | — | +22.83% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | -0.03% | — | |
| 40 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.13% | — | -1.87% | |
| 41 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.13% | -0.01% | -49.26% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | +100.64% | |
| 43 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.12% | -0.01% | — | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.12% | -0.01% | +224.04% | |
| 45 | IDCC | Interdigital Inc | Stock-Tech | 0.10% | -0.02% | — | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.10% | — | +200.00% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.10% | -0.01% | — | |
| 48 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.04% | -21.92% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | — | — | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.09% | — | +300.00% |
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 284 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, AVEM, MUB) accounted for 37.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
SCHI
市值: $345.1K
Top Position Liquidated / Trimmed
SPY
前期市值: $12.7M
During Q4 2024, Morton Brown Family Wealth, LLC's top holdings by market value included SCHB (28.3%)、AVEM (8.4%)、MUB (7.4%). The largest single position, SCHB, represented 28.3% of total portfolio value.
In Q4 2024, Morton Brown Family Wealth, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 25 positions, trimming 18 holdings, and fully liquidating 0 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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