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CIK: 0001909851
Total reported value
$441.1M
$441.1M
292 檔
50.0%
As reported in its official Q1 2026 Form 13F filing, Morton Brown Family Wealth, LLC's tracked investment portfolio stood at $441.1M with 292 total positions.
In Q1 2026, Morton Brown Family Wealth, LLC displayed an active expansion posture, initiating 8 new positions and adding to 52 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 292 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 26.65% | +1.33% | +4.43% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 9.91% | +0.60% | +2.35% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.59% | +0.01% | +3.17% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.79% | +0.19% | +3.14% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 6.37% | -0.41% | +2.52% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 4.92% | +0.03% | +2.41% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.62% | -0.35% | +3.90% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.82% | -0.07% | +1.51% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.56% | -0.17% | +4.92% | |
| 10 | REET | Ishares Global Reit ETF | ETF-Other | 3.26% | — | +4.13% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.00% | -0.18% | +4.45% | |
| 12 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.49% | -0.23% | +6.15% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.55% | -0.21% | +2.41% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.46% | -0.09% | +3.12% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.87% | -0.09% | -0.30% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.85% | -0.10% | -1.52% | |
| 17 | HDV | Ishares Core High Dividend E | ETF-Other | 0.79% | -0.12% | -2.72% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.06% | -0.13% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.58% | -0.03% | -2.50% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.56% | — | -0.77% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.03% | +2.57% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.06% | +0.45% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.01% | +0.45% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.38% | -0.02% | -2.65% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | -0.04% | -7.13% | |
| 26 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.34% | -0.02% | +0.04% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.31% | -0.03% | -0.03% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.28% | +0.01% | — | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.27% | — | -4.88% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | +0.04% | -1.16% | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.23% | -0.03% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | — | -5.51% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.16% | -0.01% | -5.77% | |
| 34 | BAC | Bank Of America CORP | Stock-Financials | 0.15% | — | — | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.04% | +0.12% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.12% | -0.01% | — | |
| 37 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.11% | — | -0.82% | |
| 38 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.11% | -0.01% | +0.12% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.10% | — | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | -3.71% | |
| 41 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.09% | — | — | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.09% | — | +2.92% | |
| 43 | CAPL | Crossamerica Partners LP | Stock-Other | 0.09% | -0.04% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | -0.01% | — | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.09% | -0.01% | -1.30% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.08% | — | -16.10% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.08% | +0.02% | +117.00% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.08% | -0.01% | — | |
| 49 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.07% | — | -5.78% | |
| 50 | SCHI | Schwab 5-10 Year Corporate B | ETF-Corp Bonds | 0.07% | -0.01% | +0.85% |
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 292 disclosed positions in Q1 2026.
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 50.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
FITB
市值: $131.2K
Top Position Liquidated / Trimmed
CMA
前期市值: $131.5K
During Q1 2026, Morton Brown Family Wealth, LLC's top holdings by market value included SCHB (26.6%)、AVEM (9.9%)、VEA (8.6%). The largest single position, SCHB, represented 26.6% of total portfolio value.
In Q1 2026, Morton Brown Family Wealth, LLC made 99 total portfolio adjustments, initiating 8 new buys, adding to 52 positions, trimming 26 holdings, and fully liquidating 13 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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