Morton Brown Family Wealth, LLC

CIK: 0001909851SEC EDGAR →

Portfolio Value

$367.3B

Holdings

294

As of

Q4 2025

New Positions

294

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	SCHB SCHWAB U.S. BROAD MARKET ETF	3,847,441	$100.9B	27.48%
2	AVEM AVANTIS EMERGING MARKETS EQUITY ETF	454,605	$35.0B	9.53%
3	VEA VANGUARD FTSE DEVELOPED MARKETS ETF	491,908	$30.7B	8.37%
4	AVUV AVANTIS U.S. SMALL CAP VALUE ETF	225,449	$23.0B	6.26%
5	AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF	235,539	$22.1B	6.03%
6	MUB ISHARES NATIONAL MUNI BOND ETF	171,231	$18.3B	4.99%
7	SCHR SCHWAB INTERMEDIATE-TERM US TREASURY ETF	675,334	$16.9B	4.61%
8	SPY SPDR S&P 500 ETF TRUST	21,885	$14.9B	4.06%
9	VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	155,174	$13.0B	3.54%
10	REET ISHARES GLOBAL REIT ETF	471,540	$11.8B	3.20%

Quarterly Changes

Top Buys

SCHBNEW

$100.9B

AVEMNEW

$35.0B

VEANEW

$30.7B

AVUVNEW

$23.0B

AVDVNEW

$22.1B

Top Sells

No sells this quarter

New Positions (294)

SCHB

$100.9B · 3.8M shares

$35.0B · 455K shares

$30.7B · 492K shares

$23.0B · 225K shares

$22.1B · 236K shares

$18.3B · 171K shares

$16.9B · 675K shares

$14.9B · 22K shares

$13.0B · 155K shares

$11.8B · 472K shares

$10.9B · 226K shares

$8.9B · 170K shares

$5.7B · 54K shares

$5.4B · 68K shares

$3.2B · 34K shares

$3.2B · 70K shares

$2.8B · 23K shares

$2.5B · 27K shares

$2.4B · 9K shares

$2.1B · 4K shares

$2.1B · 8K shares

$2.0B · 3K shares

$1.6B · 5K shares

$1.5B · 4K shares

$1.5B · 27K shares

$1.2B · 36K shares

$1.1B · 8K shares

$1.1B · 8K shares

$1.1B · 4K shares

$945.0M · 13K shares

$739.0M · 3K shares

$700.0M · 4K shares

$649.0M · 12K shares

$627.0M · 7K shares

$527.0M · 2K shares

$429.0M · 18K shares

$424.0M · 10K shares

$419.0M · 6K shares

$413.0M · 1K shares

$396.0M · 15K shares

$387.0M · 566 shares

$354.0M · 706 shares

$345.0M · 5K shares

$336.0M · 16K shares

$322.0M · 7K shares

$320.0M · 678 shares

$314.0M · 3K shares

$299.0M · 9K shares

$283.0M · 6K shares

$276.0M · 6K shares

$274.0M · 12K shares

$270.0M · 850 shares

$270.0M · 3K shares

$263.0M · 4K shares

$262.0M · 2K shares

$232.0M · 2K shares

$224.0M · 718 shares

$219.0M · 671 shares

$205.0M · 9K shares

$197.0M · 1K shares

$196.0M · 345 shares

$195.0M · 1K shares

$195.0M · 493 shares

$181.0M · 3K shares

$181.0M · 2K shares

$177.0M · 8K shares

$177.0M · 4K shares

$175.0M · 1K shares

$166.0M · 290 shares

$164.0M · 714 shares

$164.0M · 529 shares

$163.0M · 7K shares

$153.0M · 3K shares

$147.0M · 1K shares

$147.0M · 2K shares

$139.0M · 676 shares

$139.0M · 1K shares

$139.0M · 3K shares

$138.0M · 1K shares

$133.0M · 2K shares

$131.0M · 2K shares

$124.0M · 2K shares

$117.0M · 507 shares

$117.0M · 5K shares

$110.0M · 985 shares

$104.0M · 500 shares

$91.0M · 700 shares

$87.0M · 1K shares

$86.0M · 3K shares

$86.0M · 292 shares

$84.0M · 383 shares

$83.0M · 1K shares

$80.0M · 500 shares

$79.0M · 471 shares

$77.0M · 645 shares

$77.0M · 159 shares

$74.0M · 350 shares

$73.0M · 68 shares

$72.0M · 150 shares

$71.0M · 374 shares

$69.0M · 143 shares

$67.0M · 195 shares

$65.0M · 1K shares

$62.0M · 200 shares

$61.0M · 136 shares

$60.0M · 2K shares

$59.0M · 578 shares

$58.0M · 211 shares

$56.0M · 734 shares

$52.0M · 171 shares

$52.0M · 340 shares

$50.0M · 434 shares

$49.0M · 75 shares

$47.0M · 387 shares

$46.0M · 53 shares

$46.0M · 146 shares

$45.0M · 1K shares

$44.0M · 963 shares

$44.0M · 120 shares

$44.0M · 2K shares

$42.0M · 358 shares

$41.0M · 48 shares

$41.0M · 764 shares

$40.0M · 488 shares

$40.0M · 486 shares

$39.0M · 300 shares

$37.0M · 459 shares

$36.0M · 282 shares

$36.0M · 424 shares

$31.0M · 175 shares

$30.0M · 40 shares

$30.0M · 1K shares

$29.0M · 891 shares

$27.0M · 314 shares

$27.0M · 42 shares

$26.0M · 127 shares

$26.0M · 114 shares

$26.0M · 1K shares

$24.0M · 80 shares

$24.0M · 268 shares

$23.0M · 81 shares

KEY

$23.0M · 1K shares

TPR

$23.0M · 183 shares

$23.0M · 164 shares

$23.0M · 627 shares

$22.0M · 124 shares

$22.0M · 75 shares

$22.0M · 202 shares

$21.0M · 150 shares

$21.0M · 548 shares

$21.0M · 300 shares

$21.0M · 150 shares

$20.0M · 150 shares

$20.0M · 424 shares

$18.0M · 200 shares

$18.0M · 337 shares

$18.0M · 182 shares

$17.0M · 118 shares

$17.0M · 37 shares

$17.0M · 98 shares

$17.0M · 193 shares

$17.0M · 195 shares

$17.0M · 34 shares

$16.0M · 178 shares

$15.0M · 53 shares

$15.0M · 100 shares

$15.0M · 70 shares

$15.0M · 164 shares

$15.0M · 450 shares

$14.0M · 440 shares

$13.0M · 60 shares

$13.0M · 160 shares

$13.0M · 107 shares

$13.0M · 236 shares

$13.0M · 79 shares

$13.0M · 40 shares

$13.0M · 324 shares

$12.0M · 119 shares

$12.0M · 216 shares

$12.0M · 251 shares

$12.0M · 82 shares

$12.0M · 103 shares

$12.0M · 70 shares

$12.0M · 181 shares

$11.0M · 38 shares

$11.0M · 48 shares

$11.0M · 44 shares

$10.0M · 354 shares

$10.0M · 106 shares

$10.0M · 82 shares

$10.0M · 67 shares

$10.0M · 18 shares

$10.0M · 45 shares

$10.0M · 200 shares

$10.0M · 105 shares

$9.0M · 100 shares

$9.0M · 27 shares

$9.0M · 260 shares

$9.0M · 200 shares

$9.0M · 64 shares

$9.0M · 85 shares

$9.0M · 72 shares

$9.0M · 125 shares

$8.0M · 107 shares

$8.0M · 154 shares

$8.0M · 100 shares

$8.0M · 259 shares

$7.0M · 116 shares

$7.0M · 163 shares

$7.0M · 22 shares

$7.0M · 20 shares

$6.0M · 100 shares

$6.0M · 135 shares

$6.0M · 18 shares

$6.0M · 263 shares

FRPT

$6.0M · 100 shares

DELL

$6.0M · 50 shares

XLFI

$6.0M · 84 shares

$5.0M · 58 shares

$5.0M · 85 shares

$5.0M · 20 shares

EFG

$5.0M · 51 shares

FPEI

$5.0M · 285 shares

$5.0M · 100 shares

$5.0M · 30 shares

$5.0M · 150 shares

$5.0M · 25 shares

$5.0M · 157 shares

$4.0M · 124 shares

$4.0M · 60 shares

$4.0M · 14K shares

$4.0M · 22 shares

$4.0M · 8 shares

$4.0M · 194 shares

$4.0M · 27 shares

$3.0M · 12 shares

$3.0M · 5 shares

$3.0M · 60 shares

$3.0M · 65 shares

$2.0M · 28 shares

$2.0M · 5 shares

$2.0M · 39 shares

$2.0M · 49 shares

$2.0M · 39 shares

$2.0M · 10 shares

$2.0M · 36 shares

$2.0M · 13 shares

$2.0M · 50 shares

$2.0M · 5 shares

$2.0M · 49 shares

$2.0M · 19 shares

$2.0M · 10 shares

$2.0M · 5 shares

$2.0M · 113 shares

$2.0M · 35 shares

$1.0M · 2 shares

$1.0M · 10 shares

$1.0M · 16 shares

$1.0M · 11 shares

$1.0M · 14 shares

$1.0M · 30 shares

$1.0M · 3 shares

$1.0M · 400 shares

$1.0M · 6 shares

$1.0M · 32 shares

$1.0M · 8 shares

$1.0M · 59 shares

$1.0M · 12 shares

$1.0M · 19 shares

$1.0M · 30 shares

$1.0M · 9 shares

$1.0M · 6 shares

$1.0M · 14 shares

$0 · 100 shares

$0 · 2 shares

$0 · 12 shares

$0 · 40 shares

$0 · 25 shares

$0 · 10 shares

$0 · 7 shares

$0 · 9 shares

$0 · 15 shares

$0 · 1 shares

$0 · 9 shares

$0 · 2 shares

$0 · 3 shares

$0 · 4 shares

$0 · 25 shares

$0 · 35 shares

$0 · 4 shares

$0 · 4 shares

$0 · 5 shares

$0 · 5 shares

$0 · 4 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	138	$348.6B	95.0%
Technology	27	$7.6B	2.1%
Unknown	16	$5.6B	1.5%
Consumer Cyclical	15	$1.1B	0.3%
Industrials	22	$1.1B	0.3%
Basic Materials	10	$809.0M	0.2%
Healthcare	25	$644.0M	0.2%
Communication Services	11	$582.0M	0.2%
Energy	5	$543.0M	0.1%
Consumer Defensive	12	$275.0M	0.1%
Utilities	9	$237.0M	0.1%
Real Estate	4	$4.0M	0.0%