§ 13F · FUND PROFILE
Morton Brown Family Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $329M (13F)Positions · 319Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$528K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | 4.02M | $101M | 26.7% | +4% |
| 2 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 465K | $37M | 9.9% | +2% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 508K | $33M | 8.6% | +3% |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 233K | $26M | 6.8% | +3% |
| 5 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 241K | $24M | 6.4% | +3% |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 175K | $19M | 4.9% | +2% |
| 7 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 702K | $17M | 4.6% | +4% |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | 22K | $14M | 3.8% | +2% |
| 9 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 163K | $13M | 3.6% | +5% |
| 10 | REET | ISHARES GLOBAL REIT ETF | 491K | $12M | 3.3% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MORTON SIGNAL
AC read
Morton Brown Family Wealth, LLC is a Other fund managing $329 million in assets. The fund runs a broad portfolio of 319 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed