Morton Brown Family Wealth, LLC
Sector Allocation
- Other96.3%$433.1M
- Technology1.9%$8.5M
- Financials0.5%$2.4M
- Materials0.2%$1.1M
- Consumer Staples0.2%$952,135
- Healthcare0.2%$927,314
- Consumer Discretionary0.2%$918,114
- Industrials0.2%$886,164
- Energy0.1%$412,593
- Utilities0.1%$320,337
AUM History
13fpro.ai/research/fund/morton-brown-family-wealth-llc-1909851
Conviction and streaks
Stable · top 10 = 79.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$127.6M
- AVANTIS$46.1M
- VANGUARD$38.6M
- AVANTIS$29.6M
- AVANTIS$28.7M
- ISHARES$20.9M
- SCHWAB$18.5M
SPY
$16.8M- VANGUARD$15.3M
- ISHARES$13.9M
- VANGUARD$12.2M
- PIMCO$8.6M
- ISHARES$6.1M
- VANGUARD$5.6M
- VANGUARD$3.9M
- ISHARES$3.4M
- SCHWAB$3.4M
- ISHARES$2.9M
AAPL
$2.8MQQQ
$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/morton-brown-family-wealth-llc-1909851
Morton Brown Family Wealth, LLC 13F holdings — Q3 2026
$449.6M portfolio (+1.9% QoQ) · 412 holdings · Q3 2026 13F · top 10 are 79% of the stock portfolio
- 1
SCHWAB U.S. BROAD MARKET ETF - ETF
$127.6M
28.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
AVANTIS EMERGING MARKETS EQUITY ETF - ETF
$46.1M
10.2% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
$38.6M
8.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AVANTIS U.S. SMALL CAP VALUE ETF - ETF
$29.6M
6.6% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF
$28.7M
6.4% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES NATIONAL MUNI BOND ETF - ETF
$20.9M
4.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SCHWAB INTERMEDIATE-TERM US TREASURY ETF - ETF
$18.5M
4.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $16.8M
3.7% of stocks
-0.4%This quarter+0.7%Since filed11+ qtrsHeld- 9
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETF
$15.3M
3.4% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES GLOBAL REIT ETF - ETF
$13.9M
3.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF - ETF | $127.6M | 28.4% | +2% | — | — | — | — | |
| 2 | AVANTIS EMERGING MARKETS EQUITY ETF - ETF | $46.1M | 10.2% | +2% | — | — | — | — | |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $38.6M | 8.6% | +3% | — | — | — | — | |
| 4 | AVANTIS U.S. SMALL CAP VALUE ETF - ETF | $29.6M | 6.6% | +2% | — | — | — | — | |
| 5 | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF | $28.7M | 6.4% | +3% | — | — | — | — | |
| 6 | ISHARES NATIONAL MUNI BOND ETF - ETF | $20.9M | 4.7% | +2% | — | — | — | — | |
| 7 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF - ETF | $18.5M | 4.1% | +2% | — | — | — | — | |
| 8 | $16.8M | 3.7% | -0.4% | +0.7% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETF | $15.3M | 3.4% | +8% | — | — | — | — | |
| 10 | ISHARES GLOBAL REIT ETF - ETF | $13.9M | 3.1% | +4% | — | — | — | — |
All holdings — Morton Brown Family Wealth, LLC (Q3 2026)
412 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETFnote | — | $12.2M | 2.7% | 261K | +2% | — | — | 13F |
| 12 | — | PIMCO INTERMED MUNI BOND - ETFnote | — | $8.6M | 1.9% | 172K | -9% | — | — | 13F |
| 13 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF - ETFnote | — | $6.1M | 1.4% | 58K | +5% | — | — | 13F |
| 14 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETFnote | — | $5.6M | 1.3% | 73K | -5% | — | — | 13F |
| 15 | — | VANGUARD TAX-EXEMPT BOND ETF - ETFnote | — | $3.9M | 0.9% | 82K | +873% | — | — | 13F |
| 16 | — | ISHARES MSCI EAFE ETF - ETFetf/fund | — | $3.4M | 0.8% | 33K | -0.4% | — | — | 13F |
| 17 | — | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF - ETFetf/fund | — | $3.4M | 0.8% | 68K | -0.5% | — | — | 13F |
| 18 | — | ISHARES CORE HIGH DIVIDEND ETF - ETFetf/fund | — | $2.9M | 0.7% | 104K | -3% | — | — | 13F |
| 19 | Apple Inc. | Technology | $2.8M | 0.6% | 8,488 | +0.9% | 11+ qtrs | 75.7 | 13F | |
| 20 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $2.6M | 0.6% | 3,560 | +10% | 11+ qtrs | — | 13F | |
| 21 | — | ISHARES CORE MSCI EAFE ETF - ETFetf/fund | — | $2.6M | 0.6% | 27K | -0.2% | — | — | 13F |
| 22 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - ETFetf/fund | — | $2.3M | 0.5% | 8,062 | -0.5% | — | — | 13F |
| 23 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - ETFetf/fund | — | $2.0M | 0.4% | 5,236 | +3% | — | — | 13F |
| 24 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETFetf/fund | — | $1.6M | 0.4% | 27K | +2% | — | — | 13F |
| 25 | — | JPMORGAN MUNICIPAL ETF - ETFetf/fund | — | $1.6M | 0.3% | 34K | New | — | — | 13F |
| 26 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | — | $1.2M | 0.3% | 14K | -4% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $1.2M | 0.3% | 2,363 | -48% | |||
| 28 | — | ISHARES ESG AWARE MSCI USA ETF - ETF | — | $1.2M | 0.3% | 7,250 | — | |||
| 29 | $AVGO | Broadcom Inc. | Technology | $1.2M | 0.3% | 3,419 | -0.7% | |||
| 30 | — | ISHARES RUSSELL 2000 ETF - ETF | — | $1.2M | 0.3% | 4,276 | -0.9% | |||
| 31 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - ETF | — | $1.1M | 0.3% | 7,261 | -9% | |||
| 32 | $APD | Air Products & Chemicals, Inc. | Materials | $833K | 0.2% | 2,993 | — | |||
| 33 | $NVDA | NVIDIA CORP | Technology | $815K | 0.2% | 3,569 | +0.3% | |||
| 34 | — | SCHWAB 5-10 YEAR CORPORATE BOND ETF - ETF | — | $753K | 0.2% | 35K | +188% | |||
| 35 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $644K | 0.1% | 12K | — | |||
| 36 | — | ISHARES ESG AWARE MSCI EAFE ETF - ETF | — | $642K | 0.1% | 6,229 | — | |||
| 37 | — | ISHARES 3-7 YEAR TREASURY BOND ETF - ETF | — | $520K | 0.1% | 4,581 | +253% | |||
| 38 | — | SCHWAB INTERNATIONAL EQUITY ETF - ETF | — | $491K | 0.1% | 18K | — | |||
| 39 | $GOOGL | Alphabet Inc. | Technology | $459K | 0.1% | 1,334 | — | |||
| 40 | — | STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF - ETF | — | $450K | 0.1% | 20K | +123% | |||
| 41 | — | ISHARES CORE 60/40 BALANCED ALLOCATION ETF - ETF | — | $447K | 0.1% | 6,520 | +0.6% | |||
| 42 | — | AVANTIS REAL ESTATE ETF - ETF | — | $432K | 0.1% | 9,748 | -0.6% | |||
| 43 | — | ISHARES CORE S&P 500 ETF - ETF | — | $417K | 0.1% | 545 | — | |||
| 44 | — | VANGUARD S&P 500 ETF - ETF | — | $404K | 0.1% | 577 | -23% | |||
| 45 | $VLGEA | VILLAGE SUPER MARKET INC | Consumer Staples | $397K | 0.1% | 8,745 | -5% | |||
| 46 | — | SCHWAB MUNICIPAL BOND ETF - ETF | — | $394K | 0.1% | 16K | New | |||
| 47 | — | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF - ETF | — | $392K | 0.1% | 7,801 | -2% | |||
| 48 | — | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF - ETF | — | $389K | 0.1% | 17K | +23% | |||
| 49 | $MCD | MCDONALDS CORP | Consumer Discretionary | $381K | 0.1% | 1,650 | -1% | |||
| 50 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | — | $371K | 0.1% | 12K | — | |||
| 51 | — | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF - ETF | — | $369K | 0.1% | 4,977 | -8% | |||
| 52 | — | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF - ETF | — | $367K | 0.1% | 1,257 | -15% | |||
| 53 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $360K | 0.1% | 723 | +1% | |||
| 54 | — | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF - ETF | — | $359K | 0.1% | 7,299 | New | |||
| 55 | — | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF - ETF | — | $339K | 0.1% | 3,315 | -0.1% | |||
| 56 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | — | $307K | 0.1% | 8,540 | -2% | |||
| 57 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $306K | 0.1% | 5,650 | — | |||
| 58 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $295K | 0.1% | 2,358 | — | |||
| 59 | — | ISHARES S&P SMALL-CAP 600 VALUE ETF - ETF | — | $295K | 0.1% | 2,304 | — | |||
| 60 | $AMGN | AMGEN INC | Healthcare | $283K | 0.1% | 671 | — | |||
| 61 | — | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF - ETF | — | $283K | 0.1% | 5,434 | — | |||
| 62 | $IDCC | InterDigital, Inc. | Technology | $277K | 0.1% | 850 | — | |||
| 63 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $269K | 0.1% | 1,654 | +63% | |||
| 64 | — | VANGUARD REAL ESTATE ETF - ETF | — | $268K | 0.1% | 2,990 | -2% | |||
| 65 | — | ISHARES HIGH YIELD MUNI ACTIVE ETF - ETF | — | $268K | 0.1% | 5,863 | New | |||
| 66 | — | VANGUARD S&P MID-CAP 400 GROWTH ETF - ETF | — | $264K | 0.1% | 1,936 | — | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $242K | 0.1% | 299 | — | |||
| 68 | — | ISHARES TRUST ISHARES USD GREEN BOND ETF - ETF | — | $238K | 0.1% | 5,214 | +0.2% | |||
| 69 | — | ISHARES ESG AWARE USD CORPORATE BOND ETF - ETF | — | $235K | 0.1% | 11K | +0.2% | |||
| 70 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $227K | 0.1% | 371 | — | |||
| 71 | — | VANGUARD EXTENDED MARKET ETF - ETF | — | $223K | 0.1% | 965 | -28% | |||
| 72 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | — | $221K | 0.1% | 2,927 | +64% | |||
| 73 | — | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND - ETF | — | $214K | 0.1% | 6,984 | -1% | |||
| 74 | $CAPL | CrossAmerica Partners LP | Consumer Staples | $214K | 0.1% | 9,996 | — | |||
| 75 | $QCOM | QUALCOMM INC/DE | Technology | $212K | 0.1% | 1,154 | — | |||
| 76 | — | ISHARES MSCI ACWI EX U.S. ETF - ETF | — | $204K | 0.1% | 2,698 | — | |||
| 77 | $META | Meta Platforms, Inc. | Technology | $197K | 0.0% | 271 | +257% | |||
| 78 | $STX | Seagate Technology Holdings plc | Technology | $195K | 0.0% | 211 | — | |||
| 79 | $RTX | RTX Corp | Industrials | $194K | 0.0% | 1,044 | -3% | |||
| 80 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $189K | 0.0% | 532 | — | |||
| 81 | $GLD | SPDR GOLD TRUST | Financials | $188K | 0.0% | 493 | — | |||
| 82 | $JNJ | JOHNSON & JOHNSON | Healthcare | $184K | 0.0% | 696 | -2% | |||
| 83 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $162K | 0.0% | 4,972 | +204% | |||
| 84 | — | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - ETF | — | $160K | 0.0% | 6,563 | +0.2% | |||
| 85 | — | VANGUARD S&P SMALL-CAP 600 GROWTH ETF - ETF | — | $159K | 0.0% | 1,151 | — | |||
| 86 | $WT | WisdomTree, Inc. | Financials | $159K | 0.0% | 1,820 | — | |||
| 87 | $GLW | CORNING INC /NY | Materials | $155K | 0.0% | 1,008 | — | |||
| 88 | $AMZN | AMAZON COM INC | Consumer Discretionary | $152K | 0.0% | 611 | +4% | |||
| 89 | $FITB | FIFTH THIRD BANCORP | Financials | $143K | 0.0% | 2,835 | — | |||
| 90 | $DIS | Walt Disney Co | Communication Services | $141K | 0.0% | 1,342 | +10% | |||
| 91 | $UNP | UNION PACIFIC CORP | Industrials | $138K | 0.0% | 509 | +0.2% | |||
| 92 | $JPM | JPMORGAN CHASE & CO | Financials | $137K | 0.0% | 414 | +29% | |||
| 93 | — | ISHARES CORE S&P MID-CAP ETF - ETF | — | $134K | 0.0% | 1,865 | +50% | |||
| 94 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | — | $133K | 0.0% | 570 | +55% | |||
| 95 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $130K | 0.0% | 955 | +50% | |||
| 96 | $WMT | Walmart Inc. | Consumer Staples | $129K | 0.0% | 1,240 | +15% | |||
| 97 | — | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - ETF | — | $125K | 0.0% | 2,486 | — | |||
| 98 | — | ISHARES U.S. TECHNOLOGY ETF - ETF | — | $120K | 0.0% | 452 | — | |||
| 99 | $MU | MICRON TECHNOLOGY INC | Technology | $113K | 0.0% | 106 | +23% | |||
| 100 | $CSCO | CISCO SYSTEMS, INC. | Technology | $109K | 0.0% | 1,011 | +26% | |||
| 101 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF - ETF | — | $109K | 0.0% | 1,075 | +301% | |||
| 102 | — | SCHWAB U.S. MID-CAP ETF - ETF | — | $98K | 0.0% | 2,880 | — | |||
| 103 | $PAYX | PAYCHEX INC | Technology | $98K | 0.0% | 990 | — | |||
| 104 | — | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF - ETF | — | $96K | 0.0% | 4,732 | New | |||
| 105 | — | ISHARES CORE S&P U.S. GROWTH ETF - ETF | — | $91K | 0.0% | 471 | — | |||
| 106 | $AWK | American Water Works Company, Inc. | Utilities | $91K | 0.0% | 700 | — | |||
| 107 | $LLY | ELI LILLY & Co | Healthcare | $84K | 0.0% | 73 | — | |||
| 108 | — | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF - ETF | — | $83K | 0.0% | 1,917 | -7% | |||
| 109 | $MMM | 3M CO | Healthcare | $82K | 0.0% | 500 | — | |||
| 110 | $NEE | NEXTERA ENERGY INC | Utilities | $81K | 0.0% | 1,067 | +1% | |||
| 111 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $79K | 0.0% | 160 | — | |||
| 112 | — | VANGUARD MORNINGSTAR GROWTH ETF - ETF | — | $77K | 0.0% | 860 | +0.2% | |||
| 113 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST - ETF | — | $76K | 0.0% | 150 | — | |||
| 114 | $XYZ | Block, Inc. | Technology | $74K | 0.0% | 1,007 | — | |||
| 115 | $PSX | Phillips 66 | Energy | $74K | 0.0% | 289 | — | |||
| 116 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $67K | 0.0% | 303 | — | |||
| 117 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $65K | 0.0% | 135 | -5% | |||
| 118 | — | ISHARES CORE S&P US VALUE ETF - ETF | — | $64K | 0.0% | 578 | — | |||
| 119 | — | VANGUARD MORNINGSTAR VALUE ETF - ETF | — | $63K | 0.0% | 292 | -7% | |||
| 120 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $62K | 0.0% | 417 | +0.7% | |||
| 121 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $59K | 0.0% | 206 | +5% | |||
| 122 | — | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF - ETF | — | $58K | 0.0% | 343 | +0.3% | |||
| 123 | $TSLA | Tesla, Inc. | Consumer Discretionary | $56K | 0.0% | 157 | — | |||
| 124 | $GE | GENERAL ELECTRIC CO | Industrials | $54K | 0.0% | 173 | — | |||
| 125 | $GS | GOLDMAN SACHS GROUP INC | Financials | $52K | 0.0% | 57 | — | |||
| 126 | $TFC | TRUIST FINANCIAL CORP | Financials | $51K | 0.0% | 1,107 | +0.3% | |||
| 127 | $WPM | Wheaton Precious Metals Corp. | Materials | $48K | 0.0% | 358 | — | |||
| 128 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $47K | 0.0% | 814 | +7% | |||
| 129 | $PLTR | Palantir Technologies Inc. | Technology | $47K | 0.0% | 250 | — | |||
| 130 | $EMR | EMERSON ELECTRIC CO | Industrials | $47K | 0.0% | 300 | — | |||
| 131 | — | ISHARES MORNINGSTAR MID-CAP ETF - ETF | — | $46K | 0.0% | 491 | +0.4% | |||
| 132 | $PPL | PPL Corp | Utilities | $45K | 0.0% | 1,383 | +0.1% | |||
| 133 | $GEV | GE Vernova Inc. | Industrials | $43K | 0.0% | 45 | — | |||
| 134 | — | ISHARES SEMICONDUCTOR ETF - ETF | — | $43K | 0.0% | 75 | — | |||
| 135 | — | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF - ETF | — | $42K | 0.0% | 1,060 | -10% | |||
| 136 | $ABBV | AbbVie Inc. | Healthcare | $40K | 0.0% | 154 | -1% | |||
| 137 | — | VANGUARD INFORMATION TECHNOLOGY ETF - ETF | — | $40K | 0.0% | 320 | — | |||
| 138 | $TLN | Talen Energy Corp | Utilities | $38K | 0.0% | 120 | — | |||
| 139 | — | VANECK GOLD MINERS ETF - ETF | — | $37K | 0.0% | 424 | — | |||
| 140 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $35K | 0.0% | 39 | — | |||
| 141 | $OMC | OMNICOM GROUP INC. | Communication Services | $34K | 0.0% | 459 | — | |||
| 142 | $PFE | PFIZER INC | Healthcare | $34K | 0.0% | 1,181 | +9% | |||
| 143 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | — | $34K | 0.0% | 594 | -77% | |||
| 144 | $CECO | CECO ENVIRONMENTAL CORP | Industrials | $33K | 0.0% | 481 | — | |||
| 145 | $OLED | UNIVERSAL DISPLAY CORP \PA\ | Technology | $33K | 0.0% | 434 | — | |||
| 146 | — | SCHWAB EMERGING MARKETS EQUITY ETF - ETF | — | $32K | 0.0% | 891 | — | |||
| 147 | $DE | DEERE & CO | Industrials | $32K | 0.0% | 47 | +15% | |||
| 148 | — | VANECK HIGH YIELD MUNI ETF - ETF | — | $30K | 0.0% | 624 | -8% | |||
| 149 | $PM | Philip Morris International Inc. | Consumer Staples | $30K | 0.0% | 157 | +99% | |||
| 150 | $CVX | CHEVRON CORP | Energy | $29K | 0.0% | 143 | +9% |
What changed in Q3 2026
Against the previous quarter's 13F: 28 new, 81 added to, 54 trimmed, 32 sold out. Share-count changes; largest moves by dollar size first.
New positions (28)
- JPMORGAN MUNICIPAL ETF - ETF$1.6M
first bought this quarter
- SCHWAB MUNICIPAL BOND ETF - ETF$394K
first bought this quarter
- ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF - ETF$359K
first bought this quarter
- ISHARES HIGH YIELD MUNI ACTIVE ETF - ETF$268K
first bought this quarter
- STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF - ETF$96K
first bought this quarter
- AVANTIS U.S. LARGE CAP VALUE ETF - ETF$18K
first bought this quarter
+22 more in the Excel export
Added to (81)
- VANGUARD TAX-EXEMPT BOND ETF - ETF+873%
now $3.9M
- SCHWAB U.S. BROAD MARKET ETF - ETF+2%
now $127.6M
- VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF - ETF+8%
now $15.3M
- VANGUARD FTSE DEVELOPED MARKETS ETF - ETF+3%
now $38.6M
- AVANTIS EMERGING MARKETS EQUITY ETF - ETF+2%
now $46.1M
- AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF+3%
now $28.7M
+75 more in the Excel export
Trimmed (54)
$MSFTMICROSOFT CORP-48%
now $1.2M · held 11+ qtrs
- PIMCO INTERMED MUNI BOND - ETF-9%
now $8.6M
- VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF-5%
now $5.6M
- VANGUARD S&P 500 ETF - ETF-23%
now $404K
- VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF-77%
now $34K
- VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - ETF-9%
now $1.1M
+48 more in the Excel export
Sold out (32)
- DIMENSIONAL US SMALL CAP VALUE ETF - ETFwas $1.4M
$ISRGINTUITIVE SURGICAL INCwas $7K
held 3 qtrs
- FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF - ETFwas $5K
$LMTLOCKHEED MARTIN CORPwas $3K
held 3 qtrs
$SPOTSpotify Technology S.A.was $2K
$OSKOSHKOSH CORPwas $2K
+26 more in the Excel export
Holdings by quarter
Every 13F Morton Brown Family Wealth, LLC has filed, 19 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Morton Brown Family Wealth's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 2% over the last 4
Top 10 weight
79%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Morton Brown Family Wealth, LLC disclosed 412 positions worth $449.6M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 28 new positions and exited 32. The portfolio is most concentrated in Other (96.3% of disclosed assets). All figures are sourced directly from Morton Brown Family Wealth, LLC’s Form 13F-HR filing with the SEC under CIK 1909851.
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AI-Powered Hedge Fund Analysis: Morton Brown Family Wealth, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Morton Brown Family Wealth, LLC (SEC CIK: 1909851), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Morton Brown Family Wealth, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.