Morton Brown Family Wealth, LLC

Name: Morton Brown Family Wealth, LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0001909851 · ALLENTOWN, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗

Morton Brown Family Wealth, LLC reported 416 positions worth $441.1M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SCHB (28.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$441.1M

2026 Q2

Positions

416

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

79.7%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 416 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SCHB	SCHWAB U.S. BROAD MARKET ETF	SH	$123.4M	27.98%	4,261,509	—	—
▸ 2	AVEM	AVANTIS EMERGING MARKETS EQUITY ETF	SH	$46.4M	10.51%	480,549	—	—
▸ 3	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$38.0M	8.60%	532,635	—	—
▸ 4	AVUV	AVANTIS U.S. SMALL CAP VALUE ETF	SH	$30.8M	6.98%	246,862	—	—
▸ 5	AVDV	AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	SH	$26.3M	5.96%	255,151	—	—
▸ 6	MUB	ISHARES NATIONAL MUNI BOND ETF	SH	$21.8M	4.95%	202,817	—	—
▸ 7	SCHR	SCHWAB INTERMEDIATE-TERM US TREASURY ETF	SH	$18.8M	4.27%	762,960	—	—
▸ 8	SPY	STATE STREET SPDR S&P 500 ETF	SH	$16.6M	3.75%	22,163	—	—
▸ 9	VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	SH	$14.9M	3.39%	180,706	—	—
▸ 10	REET	ISHARES GLOBAL REIT ETF	SH	$14.4M	3.26%	520,305	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Morton Brown Family Wealth, LLC hold as of Q2 2026?

Morton Brown Family Wealth, LLC reported 416 positions worth $441.1M in its Q2 2026 13F filing. Largest positions: SCHB (28.0%), AVEM (10.5%), VEA (8.6%), AVUV (7.0%) and AVDV (6.0%).

What did Morton Brown Family Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Morton Brown Family Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.