§ 13F · FUND PROFILE
Morton Brown Family Wealth, LLC.
AUM · $441M (13F)Positions · 416Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$391K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | 4.26M | $123M | 28.0% | +6% |
| 2 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 481K | $46M | 10.5% | +3% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 533K | $38M | 8.6% | +5% |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 247K | $31M | 7.0% | +6% |
| 5 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 255K | $26M | 6.0% | +6% |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 203K | $22M | 4.9% | +16% |
| 7 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 763K | $19M | 4.3% | +9% |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | 22K | $17M | 3.8% | ±0% |
| 9 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 181K | $15M | 3.4% | +11% |
| 10 | REET | ISHARES GLOBAL REIT ETF | 520K | $14M | 3.3% | +6% |
§ 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 $441 million in assets. The fund runs a broad portfolio of 416 positions.
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