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CIK: 0001909851
Total reported value
$441.1M
$441.1M
324 檔
38.0%
At the close of Q1 2025, Morton Brown Family Wealth, LLC disclosed equity holdings valued at approximately $441.1M, spread across 324 reported holdings.
Morton Brown Family Wealth, LLC executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 23 positions.
Showing top 200 holdings (of 324 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 26.95% | +1.33% | +3.14% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.72% | +0.60% | +4.11% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.60% | +0.01% | +3.82% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 7.59% | +0.03% | +5.88% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.17% | +0.19% | +10.33% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.13% | -0.41% | +7.32% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.20% | -0.35% | +7.67% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.08% | -0.07% | +0.50% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 3.35% | — | +3.85% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.22% | -0.17% | +13.19% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.96% | -0.23% | +19.56% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.67% | -0.18% | +9.38% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 2.30% | -0.21% | +7.83% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.34% | -0.09% | +8.14% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.98% | -0.09% | -1.26% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-Other | 0.97% | -0.12% | -0.62% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.90% | -0.10% | -8.64% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.06% | -7.98% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.70% | -0.03% | +3.78% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.62% | — | -0.64% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.48% | +0.03% | -0.83% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | +0.01% | -11.26% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.41% | -0.02% | -8.39% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | -0.04% | -3.95% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.33% | -0.03% | -12.91% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.33% | — | +0.05% | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | -0.06% | +6.76% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | +0.01% | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | +0.04% | -0.06% | |
| 30 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.18% | -0.01% | +0.20% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | +0.80% | |
| 32 | CAPL | Crossamerica Partners LP | Stock-Other | 0.17% | -0.04% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.01% | — | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.16% | — | -17.51% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | — | +17.63% | |
| 36 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.14% | — | +0.16% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.13% | -0.01% | -54.68% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.12% | -0.01% | -1.66% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.12% | -0.01% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 41 | IDCC | Interdigital Inc | Stock-Tech | 0.11% | -0.02% | — | |
| 42 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.11% | — | -16.09% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.04% | +0.10% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.09% | — | +2.28% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | -0.03% | -24.57% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.09% | — | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.09% | -0.01% | — | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.08% | — | -7.52% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.08% | — | — | |
| 50 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.08% | -0.02% | — |
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 324 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, AVEM, VEA) accounted for 38.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPHY
市值: $119.5K
Top Position Liquidated / Trimmed
CMA
前期市值: $93.6K
During Q1 2025, Morton Brown Family Wealth, LLC's top holdings by market value included SCHB (26.9%)、AVEM (8.7%)、VEA (7.6%). The largest single position, SCHB, represented 26.9% of total portfolio value.
In Q1 2025, Morton Brown Family Wealth, LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 23 holdings, and fully liquidating 2 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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