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CIK: 0001909851
Total reported value
$441.1M
$441.1M
319 檔
42.7%
According to the latest 13F quarterly dataset, Morton Brown Family Wealth, LLC managed an equity portfolio of $441.1M at the end of Q2 2025, spanning 319 distinct U.S. exchange-listed positions.
In Q2 2025, Morton Brown Family Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 21 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 27.79% | +1.33% | +4.10% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 9.63% | +0.60% | +8.32% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.36% | +0.01% | +9.66% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 5.83% | +0.19% | +0.96% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.74% | -0.41% | +9.97% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 5.63% | +0.03% | -16.34% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.18% | -0.35% | +10.53% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.17% | -0.07% | +3.30% | |
| 9 | REET | Ishares Global Reit ETF | ETF-Other | 3.24% | — | +6.09% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.07% | -0.17% | +4.78% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-Other | 3.01% | -0.23% | +13.97% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.55% | -0.18% | +5.44% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.93% | -0.21% | -6.82% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.26% | -0.09% | +3.87% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.98% | -0.10% | +2.81% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.94% | -0.09% | -2.01% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 0.84% | -0.12% | — | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.70% | -0.06% | -0.19% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.59% | — | -0.35% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.57% | -0.03% | -2.50% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.03% | +2.61% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.04% | -14.79% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.01% | +2.95% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.02% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.06% | — | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.33% | — | +0.06% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.33% | -0.03% | -5.46% | |
| 28 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.32% | -0.02% | +5785.37% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | +0.01% | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | +0.04% | -0.33% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | — | +1.50% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | — | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.18% | -0.01% | — | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.15% | — | -9.01% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.01% | — | |
| 36 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.13% | — | +3.95% | |
| 37 | CAPL | Crossamerica Partners LP | Stock-Other | 0.13% | -0.04% | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.12% | -0.01% | — | |
| 39 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.12% | -0.01% | +0.74% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | -7.05% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.10% | — | — | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.09% | -0.01% | -21.15% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.09% | — | +2715.28% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.09% | -0.01% | — | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.09% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.09% | -0.03% | — | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.09% | -0.02% | — | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.09% | — | +4.61% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.09% | -0.04% | +0.10% | |
| 50 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.08% | — | — |
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 319 disclosed positions in Q2 2025.
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 42.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
VTEB
市值: $133.2K
Top Position Liquidated / Trimmed
ITOT
前期市值: $214.3K
During Q2 2025, Morton Brown Family Wealth, LLC's top holdings by market value included SCHB (27.8%)、AVEM (9.6%)、VEA (8.4%). The largest single position, SCHB, represented 27.8% of total portfolio value.
In Q2 2025, Morton Brown Family Wealth, LLC made 38 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 12 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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