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CIK: 0001909851
Total reported value
$441.1M
$441.1M
294 檔
48.0%
According to the latest 13F quarterly dataset, Morton Brown Family Wealth, LLC managed an equity portfolio of $441.1M at the end of Q4 2025, spanning 294 distinct U.S. exchange-listed positions.
In Q4 2025, Morton Brown Family Wealth, LLC displayed an active expansion posture, initiating 7 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, AVEM, VEA) accounted for 48.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
CMA
市值: $131.5K
Top Position Liquidated / Trimmed
KEL
前期市值: $55.4K
Showing top 200 holdings (of 294 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 27.48% | +1.33% | +0.48% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 9.53% | +0.60% | -1.11% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.37% | +0.01% | +1.47% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.26% | +0.19% | +6.37% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 6.03% | -0.41% | -0.59% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.99% | +0.03% | +11.27% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.61% | -0.35% | +15.60% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.06% | -0.07% | -0.61% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.54% | -0.17% | +16.58% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 3.20% | — | +8.35% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.98% | -0.18% | +17.90% | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.43% | -0.23% | -4.25% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.56% | -0.21% | -6.77% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.47% | -0.09% | +16.45% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.88% | -0.09% | -1.54% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.87% | -0.10% | -6.64% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 0.75% | -0.12% | -2.09% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.67% | -0.06% | -0.24% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.65% | -0.03% | +1.17% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.06% | +100.68% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | — | -0.62% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.03% | +1.35% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | +0.01% | +0.04% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | -0.04% | -5.05% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.02% | +2.40% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.32% | -0.02% | — | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.31% | -0.03% | — | |
| 28 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.31% | — | -3.53% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.29% | +0.01% | — | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.26% | +0.04% | -6.30% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.20% | -0.03% | +777.71% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | — | +1.38% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | — | -1.58% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.17% | -0.01% | -0.08% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.04% | +79.52% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.12% | -0.01% | — | |
| 37 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.12% | — | -0.50% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.11% | -0.01% | +0.28% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.11% | — | -15.77% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.11% | — | +19.51% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.01% | +0.43% | |
| 43 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.09% | — | -1.12% | |
| 44 | CAPL | Crossamerica Partners LP | Stock-Other | 0.09% | -0.04% | +63.20% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.09% | — | +1.31% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.09% | -0.01% | -5.83% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.09% | -0.01% | -11.37% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.08% | — | — | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.08% | — | -0.28% | |
| 50 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.08% | — | +10.35% |
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 294 disclosed positions in Q4 2025.
During Q4 2025, Morton Brown Family Wealth, LLC's top holdings by market value included SCHB (27.5%)、AVEM (9.5%)、VEA (8.4%). The largest single position, SCHB, represented 27.5% of total portfolio value.
In Q4 2025, Morton Brown Family Wealth, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 16 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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