Q2 2026 13F · SEC CIK 1909851

Morton Brown Family Wealth, LLC

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $441.1M
Reported positions: 416
Top holdings a year, 3 yrs: +13.9%
Assets under management: $483.5M

Morton Brown Family Wealth, LLC is a wealth manager that reported 416 positions worth $441.1M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were Schwb US Broad (SCHB, 28.0%), American Centy ETF Tr (AVEM, 10.5%), Vanguard Tax-Managed Fds (VEA, 8.6%). A portfolio copying its top holdings returned 13.9% a year over the last 3 years, against 20.4% for the S&P 500.

Morton Brown Family Wealth, LLC holdings largest 50 of 416 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Morton Brown Family Wealth, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHBSchwb US Broad	28.0%	26.6%	4,261,509	+6.1%	$123.4M
AVEMAmerican Centy ETF Tr	10.5%	9.9%	480,549	+3.3%	$46.4M
VEAVanguard Tax-Managed Fds	8.6%	8.6%	532,635	+4.9%	$38.0M
AVUVAvantis US Small Cap Value ETF	7.0%	6.8%	246,862	+6.2%	$30.8M
AVDVAvantis International Small Cap Value Et	6.0%	6.4%	255,151	+5.7%	$26.3M
MUBIshares National Muni Bond ETF	4.9%	4.9%	202,817	+15.7%	$21.8M
SCHRSchwab Inter Tsy	4.3%	4.6%	762,960	+8.7%	$18.8M
SPYSpdr S&p 500 ETF Tr	3.8%	3.8%	22,163	-0.2%	$16.6M
VCITVanguard Scottsdale Fds	3.4%	3.6%	180,706	+11.0%	$14.9M
REETIshares Tr	3.3%	3.3%	520,305	+6.0%	$14.4M
BNDXVanguard Charlotte Fds	2.8%	3.0%	256,559	+8.5%	$12.4M
MUNIInter Mun Bd Act	2.3%	2.5%	189,849	+5.1%	$10.0M
VCSHVanguard Scottsdale Fds	1.4%	1.5%	76,544	+9.5%	$6.0M
SUBIshares Tr	1.3%	1.6%	55,545	+0.8%	$5.9M
EFAiShs MSCI EAFE	0.8%	0.9%	33,246	-1.4%	$3.5M
SCHCSchwab Strategic Tr	0.7%	0.8%	68,674	-0.2%	$3.3M
HDVIshares Tr	0.7%	0.8%	107,643	+387.0%	$3.0M
IEFAIshares Core Msci Eafe ETF	0.6%	0.7%	27,242	-0.6%	$2.6M
VBVanguard Indx Fd	0.6%	0.6%	8,099	-0.0%	$2.5M
AAPLApple Inc	0.6%	0.6%	8,410	-2.0%	$2.4M
QQQInvesco Qqq Tr	0.5%	0.5%	3,229	-2.7%	$2.4M
VTIVanguard Index Fds	0.4%	0.4%	5,090	+3.7%	$1.9M
MSFTMicrosoft Corp	0.4%	0.4%	4,530	+1.7%	$1.7M
VWOVanguard Intl Equity Index F	0.4%	0.4%	26,659	+0.0%	$1.6M
DFSVDfa U.s. Small Cap Value ETF	0.3%	0.3%	36,492	+0.8%	$1.4M
AVGOBroadcom Inc	0.3%	0.3%	3,444	-16.1%	$1.3M
IWMIshares	0.3%	0.3%	4,314	-0.7%	$1.3M
VXUSVanguard Star Fds Vanguard Total Intl St	0.3%	0.3%	14,847	+19.9%	$1.3M
VSSVanguard Intl Equity Index F	0.3%	0.3%	7,976	+0.0%	$1.2M
ESGUIshares Msci Usa Esg	0.3%	0.3%	7,250	-0.5%	$1.2M
APDAir Products and Chemicals Inc	0.2%	0.2%	2,993	+0.0%	$877K
NVDANvidia Corporation Com	0.2%	0.2%	3,559	+0.3%	$712K
BACBank of Amer Corp	0.2%	0.2%	11,837	+0.2%	$674K
ESGDIshares Msci Eafe Esg	0.1%	0.2%	6,229	+0.1%	$640K
VOOVanguard S&p 500 ETF	0.1%	—	754	—	$518K
SCHFSchwab Intl Equity	0.1%	0.1%	17,884	+0.0%	$495K
GOOGLAlphabet Inc	0.1%	—	1,334	—	$477K
AVREAmerican Centy ETF Tr	0.1%	0.1%	9,803	+1.3%	$464K
VOTVanguard Index Fds	0.1%	0.1%	1,480	+0.0%	$453K
MCDMcdonalds Corp Com	0.1%	0.1%	1,674	-3.2%	$453K
AORIshares Tr	0.1%	0.1%	6,481	+0.3%	$450K
VTEBVanguard Tx Ex Bd	0.1%	0.1%	8,397	+39.6%	$425K
IVVIshares Core S&p 500 ETF	0.1%	0.1%	545	+0.0%	$408K
EEMVIshares Inc	0.1%	0.1%	5,400	+0.0%	$407K
SPDWSPDR Portfolio Developed World	0.1%	0.1%	7,956	+6.5%	$401K
VLGEAVillage Super Mkt Inc	0.1%	—	9,245	—	$390K
SCHXSchwab Stratgc Tr	0.1%	0.1%	12,369	+0.0%	$364K
SLYVSpdr Series Trust	0.1%	0.1%	3,318	-2.6%	$362K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	714	+1.1%	$357K
HYMBSpdr Series Trust	0.1%	—	13,445	—	$342K

What Morton Brown Family Wealth, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +13.9% /yr; S&P 500 +20.4%
5 years: +7.3% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$441.1M	416
Q1 2026	$378.4M	292
Q4 2025	$367.3M	294
Q3 2025	$348.5M	264
Q2 2025	$328.7M	319
Q1 2025	$294.2M	324
Q4 2024	$286.9M	283
Q3 2024	$281.4M	271
Q2 2024	$253.3M	220
Q1 2024	$242.3M	216
Q4 2023	$228.2M	287
Q3 2023	$195.6M	178

Questions about Morton Brown Family Wealth, LLC's portfolio

What stocks does Morton Brown Family Wealth, LLC own?

Morton Brown Family Wealth, LLC's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 416 positions worth $441.1M. The largest are Schwb US Broad (SCHB) at 28.0%, American Centy ETF Tr (AVEM) at 10.5%, Vanguard Tax-Managed Fds (VEA) at 8.6%, Avantis US Small Cap Value ETF (AVUV) at 7.0% and Avantis International Small Cap Value Et (AVDV) at 6.0%.

What did Morton Brown Family Wealth, LLC buy last quarter?

In Q2 2026, Morton Brown Family Wealth, LLC added Ishares Tr (HDV) (+387.0% shares), Vanguard Tx Ex Bd (VTEB) (+39.6% shares) and Vanguard Star Fds Vanguard Total Intl St (VXUS) (+19.9% shares), compared with its Q1 2026 filing.

What did Morton Brown Family Wealth, LLC sell last quarter?

In Q2 2026, Morton Brown Family Wealth, LLC cut from its top 50 Crossamerica Partners LP (CAPL), cut from its top 50 Ishares Russell 1000 Growth ETF (IWF), cut from its top 50 Ishares Inc (ESGE), cut from its top 50 Schwab Strategic Tr (SCHI) and Broadcom Inc (AVGO) (-16.1% shares), compared with its Q1 2026 filing.

How has Morton Brown Family Wealth, LLC's portfolio performed?

A portfolio copying Morton Brown Family Wealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.4% against +20.1%. Over 5 years: +7.3% a year against +13.0%.

When is Morton Brown Family Wealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Morton Brown Family Wealth, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Morton Brown Family Wealth, LLC manage?

Morton Brown Family Wealth, LLC reported $483.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $441.1M.