§ 13F · FUND PROFILE
Morton Brown Family Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $328.7T (13F)Positions · 319Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$367.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB U.S. BROAD MARKET ETF | 3.85M | $100.9T | 27.5% | NEW |
| 2 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 455K | $35.0T | 9.5% | NEW |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 492K | $30.7T | 8.4% | NEW |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 225K | $23.0T | 6.3% | NEW |
| 5 | AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 236K | $22.1T | 6.0% | NEW |
| 6 | MUB | ISHARES NATIONAL MUNI BOND ETF | 171K | $18.3T | 5.0% | NEW |
| 7 | SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 675K | $16.9T | 4.6% | NEW |
| 8 | SPY | SPDR S&P 500 ETF TRUST | 22K | $14.9T | 4.1% | NEW |
| 9 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 155K | $13.0T | 3.5% | NEW |
| 10 | REET | ISHARES GLOBAL REIT ETF | 472K | $11.8T | 3.2% | NEW |
§ 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 $328725.7 trillion in assets. The fund runs a broad portfolio of 319 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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