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Morton Brown Family Wealth, LLC — 13F Holdings & Portfolio

CIK 1909851 · latest 13F-HR filed 2026-04-21

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$378.4M

Long-equity book

Holdings

292

Distinct positions

Period

2026-03-31

Filed 2026-04-21

Q/Q Activity

+11 / −13 / ↑87 / ↓88

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AVANTIS U.S. SMALL CAP VALUE ETF$2.7M +11.7%
  • AVANTIS EMERGING MARKETS EQUITY ETF$2.5M +7.1%
  • AVANTIS INTERNATIONAL SMALL CAP VALUE ETF$2.0M +8.9%
  • VANGUARD FTSE DEVELOPED MARKETS ETF$1.8M +5.8%
  • PIMCO INTERMED MUNI BOND$508.8K +5.7%
Show all 87 →

Top Trims

  • MICROSOFT CORP COM-$495.5K -23.1%
  • BROADCOM INC COM-$259.3K -16.9%
  • APPLE INC COM-$215.0K -9.0%
  • ISHARES ESG AWARE MSCI USA ETF-$110.8K -9.7%
  • NVIDIA CORPORATION COM-$81.5K -11.6%
Show all 88 →

New Positions

  • FIFTH THIRD BANCORP COM$131.2K
  • STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF$121.6K
  • ISHARES U.S. TECHNOLOGY ETF$82.0K
  • VILLAGE SUPER MKT INC CL A NEW$76.9K
  • VANGUARD S&P 500 ETF$63.3K
Show all 11 →

Exited Positions

  • COMERICA INC COM$131.5K
  • SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF$46.0K
  • SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF$44.4K
  • COGNIZANT TECHNOLOGY SOLUTIONS CL A$40.5K
  • SCHWAB U.S. SMALL-CAP ETF$30.4K
Show all 13 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB U.S. BROAD MARKET ETF SCHB 808524102 $100.8M 26.65% 4,017,868 SH
2 AVANTIS EMERGING MARKETS EQUITY ETF AVEM 025072604 $37.5M 9.91% 465,309 SH
3 VANGUARD FTSE DEVELOPED MARKETS ETF VEA 921943858 $32.5M 8.59% 507,517 SH
4 AVANTIS U.S. SMALL CAP VALUE ETF AVUV 025072877 $25.7M 6.79% 232,530 SH
5 AVANTIS INTERNATIONAL SMALL CAP VALUE ETF AVDV 025072802 $24.1M 6.37% 241,467 SH
6 ISHARES NATIONAL MUNI BOND ETF MUB 464288414 $18.6M 4.92% 175,355 SH
7 SCHWAB INTERMEDIATE-TERM US TREASURY ETF SCHR 808524854 $17.5M 4.62% 701,706 SH
8 STATE STREET SPDR S&P 500 ETF SPY 78462F103 $14.4M 3.82% 22,216 SH
9 VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF VCIT 92206C870 $13.5M 3.56% 162,814 SH
10 ISHARES GLOBAL REIT ETF REET 46434V647 $12.3M 3.26% 491,027 SH
11 VANGUARD TOTAL INTERNATIONAL BOND ETF BNDX 92203J407 $11.4M 3.00% 236,483 SH
12 PIMCO INTERMED MUNI BOND MUNI 72201R866 $9.4M 2.49% 180,642 SH
13 ISHARES SHORT-TERM NATIONAL MUNI BOND ETF SUB 464288158 $5.9M 1.55% 55,101 SH
14 VANGUARD SHORT-TERM CORPORATE BOND ETF VCSH 92206C409 $5.5M 1.46% 69,894 SH
15 ISHARES MSCI EAFE ETF EFA 464287465 $3.3M 0.87% 33,726 SH
16 SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF SCHC 808524888 $3.2M 0.85% 68,782 SH
17 ISHARES CORE HIGH DIVIDEND ETF HDV 46429B663 $3.0M 0.79% 22,103 SH
18 ISHARES CORE MSCI EAFE ETF IEFA 46432F842 $2.5M 0.66% 27,408 SH
19 APPLE INC COM AAPL 037833100 $2.2M 0.58% 8,584 SH
20 VANGUARD SMALL-CAP ETF VB 922908751 $2.1M 0.56% 8,103 SH
21 INVESCO QQQ TRUST SERIES I QQQ 46090E103 $1.9M 0.51% 3,317 SH
22 MICROSOFT CORP COM MSFT 594918104 $1.6M 0.44% 4,453 SH
23 VANGUARD TOTAL STOCK MARKET ETF VTI 922908769 $1.6M 0.42% 4,910 SH
24 VANGUARD FTSE EMERGING MARKETS ETF VWO 922042858 $1.4M 0.38% 26,659 SH
25 BROADCOM INC COM AVGO 11135F101 $1.3M 0.34% 4,106 SH
26 DIMENSIONAL US SMALL CAP VALUE ETF DFSV 25434V815 $1.3M 0.34% 36,208 SH
27 VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF VSS 922042718 $1.2M 0.31% 7,976 SH
28 ISHARES RUSSELL 2000 ETF IWM 464287655 $1.1M 0.28% 4,346 SH
29 ISHARES ESG AWARE MSCI USA ETF ESGU 46435G425 $1.0M 0.27% 7,288 SH
30 VANGUARD TOTAL INTERNATIONAL STOCK ETF VXUS 921909768 $955.0K 0.25% 12,385 SH
31 AIR PRODUCTS AND CHEMICALS INC COM APD 009158106 $869.4K 0.23% 2,993 SH
32 NVIDIA CORPORATION COM NVDA 67066G104 $618.5K 0.16% 3,547 SH
33 ISHARES ESG AWARE MSCI EAFE ETF ESGD 46435G516 $594.9K 0.16% 6,221 SH
34 BANK OF AMER CORP COM BAC 060505104 $576.1K 0.15% 11,818 SH
35 MCDONALDS CORP COM MCD 580135101 $537.2K 0.14% 1,729 SH
36 SCHWAB INTERNATIONAL EQUITY ETF SCHF 808524805 $442.6K 0.12% 17,884 SH
37 AVANTIS REAL ESTATE ETF AVRE 025072356 $425.9K 0.11% 9,676 SH
38 ISHARES CORE 60/40 BALANCED ALLOCATION ETF AOR 464289867 $416.0K 0.11% 6,464 SH
39 VANGUARD MID-CAP GROWTH ETF VOT 922908538 $380.9K 0.10% 1,480 SH
40 ISHARES CORE S&P 500 ETF IVV 464287200 $356.0K 0.09% 545 SH
41 ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF EEMV 464286533 $349.5K 0.09% 5,400 SH
42 STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF SPDW 78463X889 $341.1K 0.09% 7,472 SH
43 CROSSAMERICA PARTNERS LP UT LTD PTN INT CAPL 22758A105 $339.0K 0.09% 16,313 SH
44 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B 084670702 $338.3K 0.09% 706 SH
45 STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF SLYV 78464A300 $322.2K 0.09% 3,407 SH
46 SCHWAB U.S. LARGE-CAP ETF SCHX 808524201 $317.1K 0.08% 12,369 SH
47 VANGUARD TAX-EXEMPT BOND ETF VTEB 922907746 $300.0K 0.08% 6,013 SH
48 ISHARES RUSSELL 1000 GROWTH ETF IWF 464287614 $288.9K 0.08% 678 SH
49 ISHARES ESG AWARE MSCI EM ETF ESGE 46434G863 $274.9K 0.07% 6,045 SH
50 SCHWAB 5-10 YEAR CORPORATE BOND ETF SCHI 808524698 $273.0K 0.07% 12,035 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-21 $378.4M 292 0001909851-26-000002
2025-12-31 2026-01-28 $367.3M 294 0001909851-26-000001